Investor Seeks Better Informed Investment Decisions Wellbeing-oriented private equity fund manager seeks to make wise and profitable investments in portfolio companies Case Stories Client Private equity fund manager Background A private equity fund focused on investments dedicated to improving people’s Wellbeing seeks a way to gauge the quality of its prioritized investments more reliably. Primary Challenges They are optimistic about the business prospects and financial performance of the portfolio company’s product and market approach, but are unclear as to the quality and talent of leadership (c-suite and board) They need to understand if they have leadership talent to drive growth, scale, and overall performance Potential turnover in leadership talent Evidence Questions about the maturity and orientation of leadership talent Struggling to anticipate turnover implications Unclear understanding of the culture (leadership and broader organization) which they are “buying” Emotional Pain Points Lack of Clarity Lack of Confidence Could Not or Didn’t Know How To Evaluate the leadership talent and culture Anticipate who will need to leave and stay, and who will do so voluntarily Identify succession opportunities or the need to bring in external leadership talent Identify opportunities to strengthen the culture, especially leadership theo Intervention Culture Leadership culture assessment and generative action plan Organizational culture assessment and generative action plan Talent Leadership talent assessment Turnover assessment and recommendation Succession planning assessment and recommendation Functional Outcomes Mitigation of common issues with Talent and Culture in growing, PE-backed businesses Minimizing the need for PE leadership to “babysit” the leadership talent Stronger understanding of and relationship with leadership talent and board talent Increased probability of a successful and profitable exit Increased enterprise value of portfolio company Emotional Outcomes Confidence Clarity