🔬 The Scientific Approach to PE (Private Equity) Value Creation

Turn Problem-Solving
From Art Into Science

No more "consultants in suits with proprietary methodologies." Just repeatable systems, measurable results, and portfolio-wide consistency.

GroupOne OS is the operating system for systematic operational improvement. Deploy the Seven Sisters—seven integrated applications—across your entire portfolio. Turn 3 Operating Partners into a team of 15 without hiring a single person.

✓ Used across $15B+ in portfolio value ✓ 12% avg EBITDA improvement ✓ 90-day validation pilot

GroupOne OS + Seven Sisters

One operating system. Seven specialized applications. Infinite portfolio problems solved.

📊
Guru
📈
Forecast
🗺️
System
🔍
Framework
🏗️
Model
💡
Idea
🚀
Opportunity

The Old Way vs. The New Way

Why systematic problem-solving beats expensive consultants every time

THE OLD WAY

🎨 Problem-Solving as Art

"We need smart consultants in suits with proprietary methodologies"

  • ❌Partner-dependent: Only the $2,000/hour partner "really knows" how to diagnose operational issues
  • ❌Black box process: You pay $500K but can't replicate their thinking after they leave
  • ❌Bespoke every time: Company A's diagnostic looks nothing like Company B's—no portfolio comparability
  • ❌Junior analyst armies: Need 10 analysts to build process maps, gather benchmarks, create frameworks
  • ❌6-month timelines: "We'll deliver your operational assessment in Q3"
  • ❌Can't scale: You have 12 portfolio companies. At $500K each, that's $6M/year in consulting fees
  • ❌Knowledge walks out the door: When consultants leave, capability leaves with them
"We hired McKinsey for portfolio company #1. Excellent work. But we can't afford to do that 12 times. And when they left, we couldn't replicate their approach ourselves."
— Operating Partner, Mid-Market Industrial Fund
THE NEW WAY

🔬 Problem-Solving as Science

"We have systematic frameworks that anyone can follow"

  • ✓Methodology-driven: I-P-O diagnostics, value driver decomposition, system mapping—teachable, repeatable, scalable
  • ✓Transparent process: Every step documented. Portfolio company teams learn by doing, build internal capability
  • ✓Standardized across portfolio: Same KPIs, same frameworks, same rigor—every company comparable
  • ✓AI does the heavy lifting: 3,000+ process maps, 700+ value driver trees, 2,400+ frameworks pre-built and ready
  • ✓30-day assessments: Complete 100-day operational diagnostic in 30 days—not 6 months
  • ✓Deploy once, use everywhere: $55K/year for 12 companies vs. $6M in consulting fees
  • ✓Capability stays forever: Platform + trained teams = permanent operational excellence muscle
"GroupOne OS turned our Operating Partners from firefighters into force multipliers. We standardized diagnostics across all 12 portfolio companies. Now our CEOs run analyses themselves—we only step in for strategic decisions."
— Managing Partner, $2B AUM PE Fund

The Bottom Line

Science is reproducible. Art is not.

When you hire consultants, you're buying their time and expertise. When you deploy GroupOne OS, you're buying the system itself—which anyone can use, anywhere, anytime.

That's the difference between renting intelligence and owning capability.

Meet the Seven Sisters

Seven integrated applications that turn operational problem-solving into repeatable science

POWERED BY GROUPONE OS

Each Sister is a specialized application built on GroupOne OS. Together, they form a complete operational excellence platform. Think of them as expert consultants who never sleep, never leave, and cost $55K/year instead of $6M.

Guru

The Benchmarking Oracle

What Guru does: Benchmarks every portfolio company against industry standards across 2,295+ business combinations. Standardizes KPIs portfolio-wide.

The Science: Statistically rigorous percentile analysis using multi-dimensional benchmarking (industry × stage × revenue × geography). Not "gut feel" comparisons.

PE Application: Quarterly board presentations with consistent metrics. "Company F improved from 23rd → 68th percentile in inventory turns" vs. vague "inventory management improving."

Forecast

The Value Driver Analyst

What Forecast does: Decomposes complex metrics into 700+ Information Decomposition Trees. Quantifies exactly what drives EBITDA, working capital, cash flow.

The Science: Mathematical decomposition trees (e.g., EBITDA = Revenue × Margin, where Margin = (Revenue - COGS - OpEx) / Revenue). Every driver quantified, not estimated.

PE Application: Investment committee memos with precise value quantification. "If Company C moves DSO from 65 → 45 days (industry median), that's $8.2M cash release."

System

The Business Architect

What System does: Maps entire business systems using Input-Process-Output architecture. Prevents "boiling the ocean" by establishing clear boundaries before analysis.

The Science: Systems thinking methodology—every business is I-P-O: inputs (suppliers, specs, information) → processes (transformation) → outputs (products, services, data). Structured, not ad-hoc.

PE Application: 30-day post-acquisition assessments. Map new company's system architecture in Week 1, compare to platform company's architecture, identify integration opportunities by Week 3.

Framework

The Root Cause Diagnostician

What Framework does: Systematically diagnoses problems using I-P-O decomposition. Every portfolio company follows the same diagnostic protocol.

The Science: Structured root cause analysis—is the problem in inputs (bad materials/specs), process (equipment/methods), or outputs (measurement/inspection)? Hypothesis-driven, not guesswork.

PE Application: Train all portfolio company ops leaders on unified diagnostic methodology. Standardized problem-solving across portfolio = comparable operational reviews.

Model

The Process Template Library

What Model does: Provides 3,000+ pre-built process maps based on best practices. Build your fund's value creation playbook directly into the platform.

The Science: Process standardization based on proven templates (Order-to-Cash, Procure-to-Pay, Hire-to-Retire). Not "how we've always done it"—how top performers do it.

PE Application: Platform company's manufacturing excellence becomes template for add-on acquisitions. Cross-pollinate best practices portfolio-wide via shared process library.

Idea

The Systematic Problem-Solver

What Idea does: Guides teams through 3-Phase, 6-Step problem-solving methodology. Prevents scope creep, ensures comprehensive solutions, documents everything.

The Science: Phase 1-Diagnose (Frame + Analyze) → Phase 2-Design (Generate + Evaluate) → Phase 3-Deliver (Plan + Execute). Every improvement initiative follows same rigorous path.

PE Application: Track all value creation initiatives in standardized format across portfolio. Board sees: "Working capital initiative: Week 4 of Phase 2 (Evaluate Options stage)."

Opportunity

The Strategic Growth Navigator

What Opportunity does: Applies 2,400+ strategic frameworks to identify growth opportunities, screen M&A targets, evaluate market expansion.

The Science: Systematic opportunity evaluation using proven frameworks (Blue Ocean, Platform Business Models, Jobs-to-be-Done). Structured exploration vs. "strategic intuition."

PE Application: Add-on acquisition screening. Evaluate 50 potential targets systematically using attractiveness-capability matrix. Rank objectively, present top 5 to board with clear rationale.

Portfolio Transformation: Before & After GroupOne OS

How the Seven Sisters turn chaos into systematic value creation

🎯 100-Day Operational Assessments

BEFORE: Hire consultants for $500K. Wait 12-14 weeks. Get 200-slide deck you can't replicate. One-time use, then back to square one for next acquisition.

AFTER: Deploy System (architecture) + Guru (benchmarks) + Framework (diagnostics) on Day 1. Complete assessment Week 4. Board-ready presentation Week 6. Reuse methodology on every future acquisition.

📊 Portfolio Benchmarking

BEFORE: Each portfolio company reports different KPIs. Company A measures OEE differently than Company B. Can't compare performance. Quarterly board decks inconsistent.

AFTER: Guru standardizes metrics across all companies. Board presentation: simple table showing all 12 companies' percentile rankings on 8 key metrics. Outliers obvious. Best practices visible.

🔄 Value Creation Initiatives

BEFORE: Each company pursues initiatives ad-hoc. No standardized tracking. Board asks "what drove the EBITDA improvement?" No clear attribution. "Management did a good job."

AFTER: Every initiative tracked in Idea (6-Step methodology). Forecast quantifies value. Board sees: "Working capital initiative generated $4.2M cash release, moving Company F from 34th → 68th percentile."

🏭 Add-On Integration

BEFORE: Platform acquires 3 add-ons. Hire consultants to design integration plan ($400K, 16 weeks). Custom approach each time. Knowledge doesn't transfer to next integration.

AFTER: System maps platform + 3 add-ons (Week 1). Model provides integration process templates (Week 2). Framework identifies consolidation opportunities (Week 3). Total time: 3 weeks. Repeatable for future add-ons.

👥 Operating Partner Productivity

BEFORE: 3 Operating Partners support 5 portfolio companies (ratio: 1.67 companies per OP). Can't scale without hiring. Portfolio growth constrained by OP capacity.

AFTER: Same 3 Operating Partners support 12 portfolio companies (ratio: 4 companies per OP). Portfolio company teams run diagnostics themselves using the Sisters. OPs focus on strategic decisions only. 3x productivity gain.

💰 Exit Value Creation

BEFORE: "We improved EBITDA 18% during hold period." Buyer asks "can you sustain this?" No documentation. Exit multiple: 5.2x (comparable transactions: 5.5-6.0x). Left money on table.

AFTER: Guru shows 4-year improvement trajectory (28th → 82nd percentile). Idea documents all initiatives with clear attribution. System demonstrates scalable operating model. Exit multiple: 7.1x. Premium validated by operational excellence.

Real PE Firm: From Art to Science

How a $2B AUM fund deployed GroupOne OS across 12 portfolio companies

Summit Capital Partners (Anonymized)

Mid-market industrial fund | $2B AUM | 12 portfolio companies | 4 Operating Partners

The Challenge: "We Were Drowning in Inconsistency"

"Every portfolio company had different ops leaders using different approaches. Company A's quality diagnostics looked nothing like Company B's. We couldn't compare performance. Our Operating Partners were firefighting constantly—each could barely support 2-3 companies. We knew we needed systematic frameworks, but hiring consultants for every company would cost $6M+ annually. Unsustainable."

The Deployment: 18-Month Rollout

Month 1-2: Piloted with 2 companies. Validated that portfolio company teams could use the Sisters self-service.

Month 3-4: Rolled out Guru to all 12 companies. Standardized KPIs: first-pass yield, OEE, inventory turns, DSO/DIO/DPO, revenue per employee.

Month 5-8: Portfolio-wide working capital initiative using Forecast + Framework. Identified $62M opportunity, deployed Idea for structured execution.

Month 9-12: Built fund-specific playbook in Model: supplier consolidation templates, footprint optimization frameworks, pricing improvement methodologies.

Month 13-18: Two exits. Both showcased documented operational excellence. Buyers cited "best-in-class ops documentation" in memos. Exit multiples: 1.5x and 2.1x above comparable transactions.

$47M

Working Capital Released

12%

Avg EBITDA Improvement

3x

OP Productivity Gain

1.8x

Exit Multiple Premium

Managing Partner Perspective: "Science Over Art Changed Everything"

"Before GroupOne OS, operational improvement felt like magic—you hired expensive consultants and hoped they'd find something. After deploying the Seven Sisters, it became systematic and repeatable. Our portfolio company CEOs now run benchmarking (Guru), conduct root cause diagnostics (Framework), and execute structured improvement plans (Idea) without needing our Operating Partners. Our OPs went from firefighters to strategic advisors. That's the difference between art and science—anyone can follow a system, but only experts can perform art. We chose the system."

Portfolio Deployment Pricing

Science-based value creation shouldn't cost like art-based consulting

Single Company Pilot

$5,000/month

Validate with 1 portfolio company (90 days)

  • ✓All Seven Sisters for one company
  • ✓Up to 10 user licenses
  • ✓Operating Partner admin dashboard
  • ✓Weekly success check-ins
  • ✓If successful, pilot fee applies to portfolio rollout

Science requires validation. Test with one company before deploying portfolio-wide.

MOST COMMON
Full Portfolio Deployment

$55K/year

For 12 portfolio companies ($25K base + $2,500/company)

  • ✓GroupOne OS + All Seven Sisters
  • ✓Unlimited users per portfolio company
  • ✓Central Operating Partner dashboard
  • ✓Portfolio-wide benchmarking (Guru)
  • ✓Custom value creation playbook (Model)
  • ✓Quarterly business reviews
  • ✓Dedicated customer success manager
  • ✓OP + portfolio company CEO training

Compare to: Traditional consulting for 12 companies = $6M+/year
Savings: $5.945M annually

Multi-Fund Enterprise

Custom

For 20+ portfolio companies or multiple funds

  • ✓Everything in Portfolio, plus:
  • ✓White-label GroupOne OS (your branding)
  • ✓API access for fund systems integration
  • ✓Custom framework development
  • ✓Multi-fund deployment & management
  • ✓Advanced portfolio analytics
  • ✓On-site OP training & change management
  • ✓Priority feature development
💡 The Economics of Science vs. Art

Art (Traditional Consulting):
3 new acquisitions/year × $500K = $1.5M
12 companies × 2 diagnostics/year × $150K = $3.6M
6 Operating Partners needed × $400K = $2.4M
Total annual cost: $7.5M

Science (GroupOne OS):
Platform for 12 companies = $55K/year
3 Operating Partners × $400K = $1.2M
Total annual cost: $1.255M

Annual Savings: $6.245M
ROI: 11,354% | Payback: 3 days

Ready to Turn Problem-Solving Into Science?

Deploy GroupOne OS + Seven Sisters across your portfolio

We'll show you exactly how the Seven Sisters would work across your specific portfolio:
✓ Your industries, your challenges, your current operational maturity
✓ Customized 90-day deployment roadmap
✓ ROI model based on your portfolio composition
✓ Live walkthrough of all Seven Sisters in action

Schedule Portfolio DemoStart Single Company Pilot

[email protected] | 1-630-598-4500 | 1-630-598-4510

Trusted by Operating Partners managing $15B+ in portfolio value