An operator’s read on private markets software deals
When you’re evaluating a company that sells software to GPs and investment offices, the reported numbers tell part of the story. I’ve run delivery, client success, and go-to-market at these companies. I know what sits behind the metrics, how a target stacks up against the platforms it competes with, and whether its team can carry the growth plan.
Before the deal
Where the target fits among the platforms its buyers compare.
Operating metrics in context
Competitive landscape
What the SaaS metrics say about delivery capacity and retention risk.
Team and structure
Whether the people and the operating model can scale with the plan.
After close
I can work with the company directly, as an advisor or a fractional COO, on the operating plan, the client-facing teams, and combining platforms after an add-on.
Why an operator on a software deal
Firms bring industry experts into diligence because they have lived what the target does. I’ve lived it as an operator, at companies selling to the same GPs and institutional investors your target sells to.