Health Check
For PE operating partnersPre-close to exit

Prove value creationbefore the invoice arrives.

Operating partners have 90 to 180 days to show GTM value. Most portfolio companies close with disconnected CRM, CPQ, billing and ERP, and a traditional integrator will take 18 to 24 months to fix it. We integrate and recover inside one quarter.

Book a scoping call Model the recovery
$240M+
enterprise value generated across clients
18
business integrations delivered
60–90d
integration, not 18 months
12
private equity sponsors served

The diligence problem

Situation, complication, resolution.

Situation and complication

The clock starts at close

  1. Finance spends eight or more days on month-end close and reps lose 70% of their time to non-selling work.
  2. Traditional integrators take 18 to 24 months, and the ROI promised in the pitch is absent from the invoice.
  3. Meanwhile 3 to 9% of ARR sits hidden in billing errors, pricing gaps and churn.
Resolution

One quarter, one team

  1. AI-first transformation delivered in under 90 days.
  2. The ROI target written into the SOW before day one.
  3. Accelerators that cut integration to 60 to 90 days under a single accountable team.

Model the recovery

What is hidden in this portfolio company?

Set ARR and the model applies a conservative and a midpoint leakage rate, then estimates what a 60 to 90 day engagement realistically recovers.

Revenue leak calculator

A directional read from published leakage research. Move the slider to your company's ARR to size what is recoverable.

$50M ARR
Conservative, 3% of ARR$1.5M
Midpoint, 6% of ARR$3.0M
Realistically recoverable, 60% of midpoint$1.8M

An illustrative model built on published leakage research, not a quote. What is actually recoverable gets scoped in writing before any engagement begins.

Portfolio company ARRConservative (3%)Midpoint (6%)Est. recoverable (60%)
$25M$750K$1.5M$900K
$50M$1.5M$3.0M$1.8M
$100M$3.0M$6.0M$3.6M
$250M$7.5M$15.0M$9.0M

Across the hold period

Four engagement points, each with committed timelines.

Pre

Due diligence

GTM maturity assessment, CRM and data quality audit, revenue quality on ARR, NRR and churn, integration complexity mapping.

100

Value creation

Health check on days 1 and 2, CPQ fix and data cleanup, sponsor dashboard by day 30, new rep productivity sprint.

730

Transformation

Full lead-to-revenue build, M&A integration in 60 to 90 days, finance automation and RevRec, customer health and expansion.

Exit

Exit readiness

ARR and RevRec cleanup, data room preparation, board-ready reporting pack, clean audit trail.

How we start

Two steps, agreed in writing before any work begins.

The introductory Salesforce Health Check is complimentary. Transaction diligence and quantified integration planning are paid, fixed-fee engagements.

Step 01 · No cost

Confidential scoping call

  1. A 20-minute conversation with an Enterprise Architect, not a sales rep.
  2. We pressure-test the likely opportunity and say whether a paid assessment is warranted.
  3. No deliverable promised, no preparation required, under NDA on request.
Step 02 · Fixed fee

Rapid Diligence Assessment

  1. A fixed-fee engagement, 2 to 4 weeks, scope agreed in writing before work starts.
  2. Quantified opportunity and integration read, with a prioritized value creation plan.
  3. A delivery estimate you can take to the board.

Representative engagement

800 SKUs and five regions, integrated inside 100 days.

Selected engagements. Scroll →
LRN · PE-backed M&A · Leeds Equity

LRN, post-acquisition integration and quote transformation

Multiple CRMs and PSAs across NORAM, LATAM, EU, MEA and APAC, a five to seven day quote cycle, a manual close and new reps who could not sell. The board wanted ARR visibility and integration inside 100 days.

$30M+
across 2 M&As at LRN
-90%
Month-end close time
3 wks
Reps selling

“Their delivery model gave us predictable cost and velocity across multiple portfolio companies.”Operating Partner, PE firm

The pattern

Compressed timelines, numbers agreed up front

Across all work to date StreamForce has delivered $240M+ in portfolio value across 25+ companies and 10+ industries. Every engagement commits the ROI target in the SOW before day one and leaves behind a playbook the next portfolio company inherits.

$240M+
Enterprise value generated
25+
Companies served
120+
Certifications

The next step

Bring us the thesis. We will tell you what is recoverable.

A confidential 20-minute scoping call with an Enterprise Architect. No deliverable promised, no cost.

Book a scoping call
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