Four Engagement Modes

The Commercial Diagnostic. $5,000 per portfolio company. Four weeks. Eleven revenue dimensions. Delivered as a 35-55 page report with RAG-rated findings, specific evidence, and costed intervention roadmap.

Commissioning scenarios:

• Pre-close: Commercial due diligence as part of deal evaluation. Phil conducts alongside financial and legal diligence streams.

• Day 1 post-close: Baseline assessment of portco commercial state to inform the 100-day plan.

• Mid-hold: Value creation plan refresh when commercial targets are lagging, or when the PE sponsor is considering operating partner intervention.

• Pre-exit: Commercial readiness benchmark ahead of sale process. RAD outputs feed directly into the CIM and management presentations.

• Portfolio rate available: 3+ portcos commissioned simultaneously reduces per-portco rate by 20%.

Ongoing Fractional CRO inside the portfolio company. Phil functions as the operating revenue leader; attending management meetings, owning commercial forecast accountability, making commercial decisions, maintaining the architecture across the hold period.

Portfolio rate:

• $7,000 per portco per month (SA) or $14,000 per portco per month (US/UK/UAE) for 3+ portcos commissioned on a single retainer agreement.

• Standalone single-portco rate: $10,000 (SA) or $20,000 (US/UK/UAE) per month.12-month minimum.

• AI Systems builds included in scope (typically 2-3 builds deployed across the engagement).

• 30-day notice thereafter.

Five canonical AI builds at PE portfolio scope:

• Competitor pricing intelligence: $12K-$18K per portco

• SEO/GEO content automation: $15K-$25K per portco

• Sales call analysis: $15K-$22K per portco

• Attribution dashboard: $10K-$15K per portco

• Customer segmentation: $18K-$25K per portco

• Each build: Full source code transferred, operating documentation, team training handover, 6-month post-launch optimisation scope. Portfolio companies own the system outright. No vendor dependency. No subscription. Transfers cleanly at exit.

Direct to the PE sponsor, not the portco. Cross-portfolio commercial intelligence and operating partner capacity.

Scope includes:

• Quarterly portfolio-wide commercial review - benchmarking each portco's revenue architecture against the methodology baseline

• Commercial due diligence input on named deals under evaluation

• Operating partner support on major strategic decisions (pricing pivots, GTM shifts, management team changes)

• Direct WhatsApp access to Phil for time-sensitive commercial decisions

• Typical engagement duration: 12 months minimum, most extend to the full fund lifecycle.

• $15K/month covers portfolio reviews and advisory.

• $35K/month is for large-portfolio sponsors (15+ active portcos) with embedded operating partner capacity.