For private equity operating partners
Every add-on arrives with its own systems. The platform still has to report one margin.
The Throughset Diagnostic gives each portfolio company a costed list of what is broken between its systems, in the same format every time, so you can compare one company with the next.
Fixed fee from USD 3,500, payable on completion. You keep the findings whether or not you use us to build.
The problem
After close, the systems do not merge on their own
Each acquisition brings its own way of billing, recording time and onboarding. The work goes on, but the numbers stop adding up.
Billing
Each company invoices from its own system, on its own rules, with its own rate tables.
Time
Hours are captured in different tools and keyed again before anything is billed.
Onboarding
Clients and workers are set up separately in each company, so the same record exists several times.
Margin
The platform cannot report one margin, because no two companies count it the same way.
The offer
One diagnostic per portfolio company, in one format
Fixed fee, agreed before we start. The findings use the same structure for every company, so a sponsor can read them side by side. Ask us about running it across several portfolio companies, agreed up front.
After close
See what you bought, system by system, before the plan is set.
BaselineThe first 100 days
Fix the items that block reporting and cash first.
PrioritiesAdd-on integration
Know what has to change before the next company joins.
ReadinessExit readiness
Clean numbers and a documented process a buyer can test.
EvidenceWhat you get
A written answer for each company, not a slide deck
Each line item states what is broken, what it costs to leave, and what it takes to fix, in priority order. The portfolio company keeps it whether or not they hire us to build.
Led by a Salesforce Certified Application Architect with 14 Salesforce certifications and 15 years owning enterprise platforms inside businesses. Every engagement is delivered by the principal.
For the operating partner
- A costed, line-item list for each portfolio company
- A clear view of what blocks integration
- What to fix before the next add-on
- What is not worth spending on, and why
Before you ask
The questions sponsors ask first
Will you sign an NDA before we share anything?
Yes, before any detail is shared. We will sign yours or the one the portfolio company uses. Findings go only to the people you name.
What access do you need to the systems?
Read-only access is enough for the diagnostic. We look at configuration, automation, integrations and the data as it is. Nothing is changed.
Who at the portfolio company do you work with?
Usually the CFO or COO as sponsor, and the people who run billing, time and onboarding day to day. We agree the time we need from them before we start.
Can it run around a close?
Yes. We can scope it before close and start once access is in place. We plan around the close calendar, not through it.
Start with one portfolio company
Twenty minutes is usually enough to agree the scope and the fixed fee.