Portfolio Partners
Not every portfolio company is on a venture-scale path, but many have assets that strategic buyers value. We help your portfolio companies understand their exit options, and when one is ready to sell, we run the outreach to buyers for it.
How can we help?
Some funds stay close to their portfolio companies’ exits. Others prefer to stay hands-off. We offer three levels of help, and you decide how involved to be.
Office Hours
We set aside time to advise your portfolio companies on exits, at no charge.
Topics include exit readiness, likely buyer segments, strategic value and negotiation.
Exit Strategy Phase
Companies you refer can start with our Exit Strategy phase. In about two weeks, they get:
- The segments where the company fits, and the likely buyers in each
- A ranked list of strategic buyers
- The positioning for each segment
- A review of the first cut with our team
We Run the Outreach
When a portfolio company is ready, we contact strategic buyers, take the first calls, and coordinate NDAs and meetings. Our team then advises the founder through negotiation and closing.
Portfolio Partner FAQ
Is there a fee to be a portfolio partner?
No. Partners pay nothing to work with us. Companies you refer get partner pricing, and our standard fees are on the Pricing page.
Who qualifies as a portfolio partner?
We work mainly with early-stage tech funds whose portfolio companies sometimes need a subscale exit.
How do I become a portfolio partner?
Book a call with us using the button below.