We help Private Equity firms support their portfolio companies by systemizing execution, reducing founder dependency, and unlocking growth opportunities – one leadership team at a time.
Too many portfolio companies plateau because the founder is still the glue holding everything together. Without clear roles, aligned priorities, and a culture of execution — growth slows, leadership churn rises, and your investment underperforms.
We partner with PE firms and their portfolio companies to accelerate execution, install repeatable operating systems, and drive measurable results.
Tired of board meetings that feel like Groundhog Day? We eliminate the guesswork, create clarity across the team, and build the cadence and reporting that gets real progress on the table. We’re industry-agnostic and have worked across dozens of sectors — from tech to manufacturing to services — to help companies scale, fast.
THE AREAS WE FOCUS ON
Distributing responsibility by leveling up the team.
Defining the direction of the organization.
Ensuring the flow of information to the team.
Fostering involvement within the organization.
Taking ownership of roles, metrics, and outcomes.
Achieving measurable gains across the board.
We give your portfolio companies two powerful assets: a strategic coach who’s scaled and exited their own business and an execution-focused accountability coach who ensures momentum and follow-through.
Petra doesn’t drop in for a workshop and disappear. We stay involved. Monthly founder<>coach check-ins, team touchpoints with the accountability coach, and real-time reviews of KPI dashboards, and meeting data to keep everything on track between sessions.
Together, our coaches align the team, implement scalable systems, and sit shoulder-to-shoulder with the CEO to drive growth and enterprise value.
We partner early - reviewing leadership, structure, and strategic readiness to help you confidently evaluate companies during diligence and pre-investment stages.
We embed with portfolio companies to ensure execution meets expectations. Our coaching model keeps CEOs focused, leadership teams aligned, and progress on pace - so you hit your IRR goals.
For deals that don’t make the cut today, we help promising companies mature. We’ll support their growth until they’re ready for investment, shortening your deal lifecycle and improving quality.
We start by understanding your firm’s goals for the portfolio companies - and how success is being measured.
Our team assesses the portfolio company's strategy, communication, and execution to identify the biggest drivers of growth.
We work directly with the portfolio company’s leadership team to build a roadmap, install the right systems, and start executing with pace and discipline.
You get better visibility into what’s actually happening - and the portfolio company builds the muscle to scale. From here, we expand or replicate across your portfolio.
The most valuable businesses don’t just have strong revenue — they have strong leadership, repeatable systems, and cultures that drive execution without constant oversight.
A High-Performing Portfolio Company Looks Like:
Petra helped us turn accountability into traction. We finally had the right conversations—and the right people driving results.
Board meetings used to feel repetitive. Petra gave us tools to actually move the needle and show measurable progress.
We’ll give you time with our team to explore one of your portfolio companies — no cost, no commitment. Just a chance to see what’s possible when culture drives execution.
(888) 330-1020
4107 Mallory Lane
Suite 301
Franklin, TN 37067
