An IntelliVen Principal Operating Partner works alongside the deal team to:


  • Assess quality of prospective portfolio company operations and of the management team.
  • Put together a plan to develop and drive the team to achieve specific performance goals in a time-frame.
  • Provide ongoing guidance and support to the management team.


We accomplish these in three sequential phases:

Phase I: Due Diligence:

Apply the Manage to Lead System Framework to assess quality of operations and management team via answers to submitted questions and observation/participation in sessions with management.

Phase II: Launch (first three to six months):

Phase III: Operations support (months 7- 36) at management’s discretion we:  

  • Continue on as close adviser to CEO and management team throughout the hold-period.
  • Attend board meetings as an observer/adviser.
  • Provide active, ongoing guidance and support to the team.
  • Help find, attract, and develop talent to fill gaps.
  • Keep owners apprised of progress and problems but principally supporting the management team.

Pricing and Terms

  • Phases I and II (Required by PE):
    • If the deal closes:
      • $200K paid at deal closing.
      • Opportunity to co-invest alongside PE.
    • If the deal does not go forward: $75K.
  • Phase III (Ongoing at management’s discretion):
    • .25% of value created on exit.
    • The opportunity to be retained in part-time and project work at market rates by the management team.
    • Term is three years with automatic renewal unless either party wants out.

Attend an upcoming online overview workshop.

More information and terms.

Contact Eric Palmer:

Intelligent Strategies. Successful Ventures.