Private Equity

Situation

Venture Capital transition to Private Equity in the software technology market segment desires portfolio consolidation, equity simplification and corporate development budget decrease.

Task

Evaluate portfolio companies staffing, burn rate, Minimum Viable Product target architecture to determine candidates for merging.

Action

Selected five (5) portfolio companies to be reduced to two (2) portfolio companies.

Result

Decrease in burn rate of 63%. Reduction of planned software developer hires by 80%. One consolidate company entered M&A due diligence within 90 days after engagement delivering 4.5X of investment at transaction.