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As operating partners, we drive value creation harnessing AI, data, and analytics to empower PE portfolios

Standing out in PE is becoming increasingly difficult

Reaching desired returns demands inventive value creation

The AI revolution presents an unparalleled opportunity

The automation of critical processes, enablement of new value propositions and realization of significant cost efficiencies are becoming possible, with the right machine intelligence and human expertise

Seize this opportunity, partner with transformx

Get Started

Superior performance is driven by superior workflows.
We design and engineer superior workflows enabled by AI

The Process

01 Initiate - start now
Initiate

Meet our team and address any inquiries you may have. Together, we'll identify the most suitable portfolio company for the transformx program

02 Strategize - 6 weeks
Strategize

Uncover asymmetric value pools with our Value Creation Due Diligence. The outcome is a comprehensive Value Creation Roadmap, setting the course for tangible transformation

03 Transform - 2 TO 4 YEARS
Transform

Over 2-3 years, we will conduct 16-24 sprints. In each, we engineer and test a new value creation lever; seeking outsized outcomes. Quarterly reviews will allow us to review progress and direction.

We partner with the right PE's to deliver non-linear value creation

transformx engages with just handful of partners each year, as we are fully invested in delivering asymmetric impact to every deal

We look for PEs that are eager to embrace innovation, ready to build an analytic edge, and truly committed to portfolio value creation

Our operating partner model aligns our incentives to the value we create

Skin in the Game

Our compensation is directly tied to our results, which reflect our commitment to our partners and confidence in our methodology. This aligns incentives and nurtures a strategic partnership

AI Enablement

Over the years, we engineered the building blocks of tomorrow’s operating models. This results in unrivaled time-to-market, with built-in interoperability and security

Systematic risk mitigation

We navigate uncertainty together: our iterative approach to driving growth ensures optimal capital allocation while delivering asymmetric results

Driving outcomes, metric by metric

Enhanced customer insights and personalized engagement strategies substantially increase the value derived from each customer relationship over time

CLTV

Accelerated product development and streamlined go-to-market strategies significantly reduce time-to-market for new products and services

Time-to-Market

Optimized sales and marketing channels accelerate the pace at which leads move through the pipeline, shortening sales cycles and enhancing progression rates

Channel Velocity

Standardized and analytical procurement operations and consolidation of the supply base reduces the time-to-order, accelerating the procurement cycle

Time-to-Order

Automation in outbound outreach efforts maximizes the number of daily interactions with potential leads, expanding the sales pipeline

Daily Outreach

Advanced inventory management and demand forecasting reduce stockout rates, ensuring product availability and customer satisfaction

Stockout rate

Streamlining operational efficiency enables a staggering 80% reduction in customer request processing time, ensuring swift and satisfactory responses

Requests Turnaround

AI-enabled logistics planning and execution (e.g., advanced routing) ensure a higher on-time delivery rate, enhancing customer satisfaction and loyalty

On-Time Delivery Rate

Advanced analytics and strategic sales planning result in a higher win rate, improving the success ratio of sales pitches to closed deals

Win Rate

Strategic supplier management and consolidation efforts lead to improved negotiation terms and cost efficiencies in procurement activities

Supplier consolidation

Rigorous quality control measures and process optimizations increase the first pass yield, indicating higher quality production with fewer defects

First Pass Yield (FPY)

Innovative targeting and personalized recommendation algorithms significantly boost the upsell and cross-sell rates, driving increased sales and revenue

Upsell/Cross-Sell Rate

Optimization of development workflows cuts down cycle times, facilitating quicker release of software updates and new features to market

Software Cycle-Time

Personalized customer experiences and improved service quality drive substantial improvements in customer satisfaction and loyalty metrics

Net Promoter Score

Continuous monitoring and process optimization ensure consistent production quality, aligning outputs closely with quality standards

Process capability

Enhanced project management techniques ensure projects remain on schedule, minimizing deviations from planned timelines and budget

Schedule Variance

Refined targeting and efficiency in marketing spend lead to a significant reduction in the costs associated with acquiring new customers.

CAC

Leveraging predictive analytics significantly accelerates the recruitment cycle, markedly reducing the time-to-fill open positions with the right talent

HR Time-to-Fill

Precision in quality control and continuous improvement processes result in a significant reduction in defect density, enhancing product quality

Defect Density

Enhancements in task automation and resource allocation lead to a marked increase in output per employee, elevating overall productivity levels

Personnel Productivity

Focused efforts on preventing defects and optimizing quality assurance processes result in a lower Cost of Quality, maximizing value creation

Cost of Quality

Strategic enhancements in workplace culture and employee engagement can lead to a notable 30% decrease in turnover rates, fostering a more stable workforce

Employee Turnover

Advanced targeting and lead generation tactics leveraging AI personalization yield a higher volume of quality leads, boosting the potential for sales conversions

Number of Leads

A proactive approach to the resolution of customer feedback and issue resolution markedly reduces the volume of customer complaints

Customer Complaints

Swift value capture, interoperable by design

Our AI robots can be integrated in any business environment at scale and speed

Unlock transformation in your portfolio