Service Details

Portfolio Partners

Not every portfolio company is on a venture-scale trajectory, but many have assets that may be valuable to strategic acquirers. Our programs help your portfolio companies assess exit opportunities and make informed decisions about timing and process.

How can we help?

When it comes to exits, some funds get “in the weeds” with their portfolio companies and others prefer to stay hands-off. We have three options, depending on how deeply you want to be involved.

Office Hours

We set aside time to ad hoc coach your portco on exits, gratis.

Topics might include exit readiness, potential acquirer segments, strategic value, and negotiation.

Exit Assessments

A structured assessment that provides:

  • Strategic value range by buyer segment
  • Prioritized list of prospective acquirers
  • Private asset overview page
  • Strategy consultation with an Exit Coach

Bring Your Own Coach

Do you want to provide exit coaching to your portcos, using our software?

ExitHero equips advisors with targeting, valuation, and outreach tools to support portfolio companies through the exit process.

No fee

No fee

Success fee

Portfolio Partner FAQ

Is there a fee for being a portfolio partner?

There is no fee for being a portfolio partner. Should you decide to use our software directly for your portfolio companies, or should they want to use additional services, separate fees apply.

We like to primarily partner with early stage tech funds that have portfolio companies that sometime seek a sub-scale exit.