Sprint
STRATA for post-PE acquisition. The five operating gaps that cost newly acquired portfolios recoverable performance in the first ninety days.
Platforms at v1: Salesforce, NetSuite, HubSpot, Microsoft Dynamics, Vertical-specific systems by acquired entity
The operating gaps
Named in operator language. One paragraph each.
- 01
Non-standardized operations across the acquired portfolio
Each acquired company runs its own CRM, AMS, PMS, or ERP, and reports performance in a different shape. The portfolio-level COO is asked to make decisions on data that is three to fifteen days stale. Internal Reporting standardizes the data flow without forcing a system-of-record swap at the unit level.
- 02
Document processing across the legacy systems of record
Each acquired company has its own document-intake workflow. Some are good; most are manual. Document Processing closes the keystroke loop at the entity that has the largest opportunity without forcing the others to change.
- 03
Operating-leak inventory across the portfolio
Lapsed renewals, dormant customer reactivation, after-hours capture, and reporting drag exist at every unit. Sprint sizing produces a portfolio-wide leak inventory inside the first thirty days and a prioritized installation plan.
- 04
AI pilots inherited from the prior owner that did not reach production
The selling-side often includes a list of in-flight AI initiatives. Most are pilots that produced a demo and never installed. The Sprint inventories the inherited investments and recommends keep-or-kill against the production-readiness criteria.
- 05
Reporting against the sponsor thesis
The investment thesis assumed specific operating improvements. The Sprint maps the recoverable revenue against the thesis and produces sponsor-ready reporting on cycle time, attach rate, and operating margin lift.
The Revenue Audit
Know your specific number before you commit to anything.
The Sprint engagement opens with a one-week portfolio audit against the acquired entities. We calculate recoverable revenue and recoverable hours across the portfolio, prioritize the installation order, and produce a thirty-sixty-ninety roadmap aligned to the sponsor thesis. Sprint pricing is $25,000 to $50,000 one-time plus a $10,000+ monthly retainer against the installation work.
- 01A specific dollar figure of recoverable revenue, calculated against your own data.
- 02A vertical-specific gap diagnosis named in operator language, not marketing language.
- 03A reference conversation with an operator in your vertical or an adjacent one.
- 04A retainer sized against the figure, or an honest no on the call.
Insurance, HVAC, and dental are our installation wedges at v1. We accept Revenue Audits in post-pe acquisition integration sprint and run them against the same diagnostic; the engagement timeline is set during the call.
Stack recommendation for Post-PE Acquisition Integration Sprint
Layered in the order that produces the visible ROI event first.
Layer 1
Internal Reporting
Portfolio-level reporting is the operating-partner mandate; it is the deliverable that unblocks the rest of the integration.
Layer 1
Revenue Recovery
Whichever acquired entity has the largest dormant book becomes the first ROI event for the portfolio.
Layer 2
Document Processing
The entity with the most manual document workflow is the second-priority install.
Layer 3
Follow-Up Automation
Cross-entity follow-up sequencing once the data layer is in place.
Layer 3
Speed-to-Lead
Inbound routing at the entity level where applicable.
Proof
Across the audits the firm has run, the typical recoverable figure on a $1M to $5M book is $30,000 to $90,000 per year. Your figure is specific to your book.
STRATA is quiet about engagements in flight.
References are matched to your vertical and available on the audit call. Case studies are published when the customer is ready to be named. What we can tell you: the audit call will include a reference conversation with an operator in your vertical or an adjacent one.
Operational questions
What operators ask before the audit call.
A portfolio-wide operating-leak inventory, a prioritized installation roadmap, and the first Layer 1 install at the entity with the largest recoverable book.
The Sprint is $25,000 to $50,000 one-time against the portfolio audit plus a $10,000+ monthly retainer against the installation work. The audit cost is rolled against the recoverable revenue figure; the retainer is sized to the figure per the standard pause clause.
No. STRATA installs against the existing systems of record at each entity. Migration is a separate decision that the Sprint informs but does not require.
The Sprint kickoff includes a working session with the deal team to map the operating leaks against the investment thesis. Reporting cadence is set against the LP-update cycle.
A list of the acquired entities, their systems of record, the sponsor thesis summary, and one or two operational pain points the deal team flagged in diligence.
How the engagement is governed
Three structural promises. All on the record.
The Pause Clause
If the recovered revenue does not exceed the monthly retainer within the first 60 days of deployment, the engagement pauses until the gap is closed.
The Honest No
If the Revenue Audit shows that the recoverable revenue does not justify the retainer, STRATA says so on the audit call. The firm is not the right fit for every business in this vertical, and we will name that directly.
Month-to-month
The first 90 days of any STRATA engagement is month-to-month. Long-term commitments are earned by operational performance.
STRATA for Post-PE Acquisition Integration Sprint
Your recoverable revenue is a specific number.
The Revenue Audit calculates it from your post-pe acquisition integration sprint data in fifteen minutes.
The Pause Clause stands. The Honest No is on the audit call. The first 90 days is month-to-month.