Every product is immediately deployable. No customization required before first use. Built from the systems used to operate a $500M+ industrial services platform and 89 consulting engagements at KPMG and EY.
150-point diagnostic. Assess gaps before the next LP update.
PE sponsors don't ask if your governance is "good." They ask specific questions: Who owns each control? What's the documented response threshold? How many days to close a finding? This checklist gives ops leaders the exact diagnostic framework to answer those questions — before the sponsor asks them.
24 KPIs. One view. Built for monthly operating reviews.
PE sponsors review specific metrics in a specific format. This dashboard pre-builds the view — operational throughput, financial performance, and safety KPIs — in the structure they expect. Connect your data; the reporting architecture is already there.
From activity reporting to outcome control — in 90 days.
Most PMOs at PE-backed platforms are reporting activity, not controlling outcomes. This playbook gives the ops leader a phased 90-day rebuild framework — governance structure, reporting cadence, stakeholder realignment — with the sponsor's expectations built in from day one.
Explain variance the way PE sponsors read it.
The EBITDA bridge is the single most-scrutinized slide in any board deck or monthly operating review. This model gives ops leaders the exact format — waterfall structure, variance categories, narrative integration — that PE sponsors use to evaluate management credibility.
The exact reporting architecture used in $500M LP updates.
Monthly LP updates require a specific structure — metric selection, narrative framing, variance explanation, and forward-looking commentary. This template delivers the complete architecture: cadence, format, metrics, and narrative structure. Built from the system that ran a $500M multi-state industrial platform.
Multi-project portfolio visibility for $10M–$200M+ capital programs.
Tracks budget vs. actual spend, milestone schedule, RAG status flags, owner accountability, and change-order exposure across a multi-project portfolio.
70-item diligence framework for PE deal teams evaluating industrial targets.
Covers Operations & Org Structure, Financial Performance & EBITDA Quality, Workforce & Labor, Technology & Systems, Regulatory & Legal, Cybersecurity, and ESG.
Crew-level and site-level performance tracking for industrial & field services.
Tracks utilization, TRIR, productivity rates, mobilization efficiency, and cost per unit with site-level rollup into a portfolio view.
47-control framework with 5-gate approval sequence for multi-site platforms.
Pre-qualification, safety requirements, contract management, payment controls, and workforce compliance — each gate requires documented sign-off before the contractor advances.
Plant-level P&L with automated portfolio rollup for multi-site platforms.
Revenue, direct costs, gross margin, and EBITDA by location with automated portfolio rollup for investor reporting.
IRC §41 documentation framework built to withstand IRS scrutiny.
Four-part test, business-component identification, employee time-tracking methodology, supply expense documentation, and contractor qualification analysis.
Weighted scoring across 5 PMO dimensions for PE-backed portcos.
Assess governance & structure, portfolio & pipeline, delivery performance, risk & issue management, and reporting & visibility.
Governance diagnostic, KPI dashboard, PMO playbook, EBITDA bridge, and investor reporting template. The five foundational frameworks for PE-backed platform operations.
Every framework, dashboard, checklist, tracker, and scorecard. The full control system for PE-backed industrial platforms.
All 12 frameworks plus two suite-exclusive bonus materials: the 8-page Implementation Guide (90-day deployment roadmap, week-by-week timeline, framework connection map, risk matrix, configuration checklist) and the 5-tab Operating Cadence Template (weekly/monthly/quarterly review cadences, reporting calendar, action tracker). Individual tools become a deployable system.
14 files · 12 frameworks + 2 bonus materials · Single-entity deployment license · Multi-entity licenses available
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