From single-portco commercial due diligence to sponsor-level cross-portfolio advisory.

Four Engagement Modes

All engagements apply the same revenue acceleration methodology at calibrated depth.

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Engagement Mode Details

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  • 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.

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CREDENTIALS

OpenAI

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Amazon

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Microsoft

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CBRE

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Boeing

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OpenAI • Amazon • Microsoft • CBRE • Boeing •

$20Bn+ AUM Investment Portfolios

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New York Magazine 40 Under 40

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UK Business Awards Growth Consultant of the Year

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$20Bn+ AUM Investment Portfolios • New York Magazine 40 Under 40 • UK Business Awards Growth Consultant of the Year •