A part-time operating advisor across one to three portfolio companies.
An ongoing operating-advisor seat across one to three portfolio companies. A base retainer plus a share tied to EBITDA or exit. Aligned economics, focused scope.
When this engagement makes sense
You have 8 to 25 portcos and your operating team is at capacity.
A specific thematic lever (AI, RevOps, data, integration) sits across several portcos and needs one owner.
You want operating leverage on the small-and-mid end of the portfolio without standing up a full-time hire per company.
You have a portco that does not justify a full Intensive retainer but needs more than a board seat.
You want aligned economics: a partner who only wins when the portfolio wins.
Consultants advise and leave. Operators own a number and stay until it moves. This is the second one. The right operating advisor compounds across a small book of companies in the same operating partner's portfolio, with economics that only win when the portfolio does.
The deliverables
Embedded operating seat
Across one to three portcos. Weekly cadence at each, monthly portfolio review with the operating partner.
Thematic ownership
Where the engagement is structured around a theme (AI rollout, RevOps uplift, post-merger integration), I own it across the portfolio rather than per portco.
Aligned economics
Base retainer plus value share tied to EBITDA growth or exit. Structures set with counsel. Cross-border considered explicitly.
Operating-partner integration
Work runs under your governance, in your reporting templates, on your cadence. I am an extension of the operating team, not an outside consultant.
Execution capacity behind
DevriX bench available under me for portfolio-wide execution where it is useful.
How this is priced
Single portco focus
One portco where a Fractional Retainer is too heavy and a Board Advisor is too light. Carry on the single deal.
Two to three portcos
A small book of portcos in the same operating partner's portfolio, often around a shared theme. Carry across the deals.
A good fit if
- PE firms looking for an aligned operating partner on a focused slice of the portfolio.
- Sub-$5B AUM funds with 8 to 25 active portcos.
- Operating partners running thematic plays (AI, RevOps, integration) across the portfolio.
Probably not if
- —Sponsors who want operating support without the economic alignment.
- —Funds with a fully-staffed operating team and no thematic gap.
One operating seat. Three portcos. One thematic lever.
A mid-market PE firm had a portfolio-wide RevOps thesis but no operating partner with the technical depth to carry it across three portcos at once. The engagement structured as base retainer plus carry across the three deals, weekly cadence at each portco, monthly portfolio review with the OP. Eighteen months in, forecast accuracy improved across all three; one portco was tracking ahead of the EBITDA thesis on the lever specifically.
Structures are set per engagement with counsel, given cross-border considerations.