Sync-Align helped us turn a leadership transition into an opportunity to reset and accelerate. It gave us a clear view of where we were strong, where we needed to improve, and—most importantly—where we needed to align. It helped turn that alignment into action, shaping new ways of working and a sharper execution framework to accelerate growth.
The traditional offsite ends in a deck nobody runs on Monday. The hard part isn't setting strategy — it's operationalizing it. Sync-Align is a senior-facilitated process, measured against your investment thesis, not peer benchmarks, that leaves the team with an operating system they actually run — in two weeks.
Surfaces deep internal viewpoints against the individual investment thesis — not "peer benchmarks"
Facilitated alignment sessions that drive clarity and sync findings
Creates alignment tools to run the business — not a 25-slide deck
| Initiative | KPI | '25 | '26 | '27 | '28 | Target |
|---|---|---|---|---|---|---|
| 1-1Install ARR Operating Model | ARR % of revenue | ~15% | 20% | 30% | 42% | 45%+ |
| 1-2Build the Commercial Engine | Net revenue retention | 105% | 108% | 112% | 114% | 115% |
| 1-3Align Leadership on Priorities | Decision-speed score | 61 | 65 | 70 | 73 | 75+ |
| 1-4Accelerate the Platform Roadmap | New-platform ARR | $0 | $2M | $6M | $14M | $20M |
| 1-5Consolidate Operations & Systems | EBITDA margin | 18% | 24% | 28% | 30% | 32% |
A private equity operating system is the working set of priorities, cadence, KPIs, and alignment tools a portfolio company uses to actually execute its value creation plan. Sync-Align builds one in two weeks: instead of a strategy deck, the portco leaves with a sequenced operating plan, a KPI scorecard tied to deal metrics, and a leadership team aligned to the investment thesis.
You align a PE-backed company by measuring the leadership team against the specific investment thesis — not peer benchmarks — surfacing where execution gaps and misalignment actually sit, then converting that into a shared priority stack and operating cadence. Sync-Align does this with light-touch surveys and conversations, an 8-pillar organizational health assessment, a closed-door readout, and alignment tools the team runs on Monday morning. Read the full guide to PE portfolio company alignment →
Value creation plans usually fail at execution, not design. The thesis is sound, but the leadership team isn't aligned on priorities, the operating cadence is weak, and the plan lives in a deck nobody runs. Sync-Align closes that disconnect by operationalizing the investment thesis into a working operating system with clear owners, KPIs, and rhythm.
Across the full ownership lifecycle: diligence (an operating assessment of the target), post-close (fast alignment in the first 100 days), transformation, carve-outs, and pre-exit value creation and exit readiness. The earlier the leadership team is aligned to the thesis, the more time there is to act on it before exit.
Most strategy engagements end with a deck nobody runs on Monday morning. Sync-Align is senior-led by operators, not analysts, is benchmarked against your specific investment thesis instead of generic peer data, uses AI and proprietary IP, and produces a working operating system with alignment tools rather than a slide deck — in about two weeks.
It's built for both the investors and the operators driving value creation: PE operating partners and deal partners, and the portfolio company leadership team — CEOs, CFOs, and CHROs. The CEO uses it to align the team behind the thesis, the CFO to make the plan measurable and exit-ready, the CHRO to get the right people in the right roles, and the operating partner to see and accelerate it across the portfolio.
Sync-Align pairs proprietary IP with AI to analyze light-touch survey and interview inputs against the investment thesis, surface execution gaps and misalignment faster than a traditional offsite, and generate the operating tools — priority stack, KPI scorecard, and roadmap — that the portfolio company uses to run the business.
Commentary on what's changing in PE value creation — plus the evergreen CEO Playbook inside.
73 articles on private equity value creation when leverage and multiples no longer do the work — plus the CEO Playbook, 26 evergreen how-to topics for PE-backed leaders.
Read the insights →A 20-minute introductory call, or the full one-pager. The first conversation is usually enough to establish whether the engagement fits where the portfolio company is today.
Two weeks from kickoff to a sequenced priority stack. A short note on the situation is enough to start.
From the field
Sync-Align gave me a fast, clear read on the strengths and weaknesses of the business, including important issues that could have held us back. More importantly, it moved us quickly past debate to a solution mindset and is driving alignment around a few crucial priorities.
Trey Loughran
Chief Executive Officer, ACA Group
PE-backed RegTech & GRC portfolio company