Building-a-PE-Office 1
PDF · 7 Dec 2025
One-page client deliverable outlining a plan to build a lean Private Equity (PE) office focused on North America B2B companies. Core objectives: expand into North America, deploy $500–600M of capital to grow operating companies (example goal: scale ~$10M EBITDA companies toward ~$100M), and apply lean operations by replicating deal expertise, embedding AI-driven workflows, and curating continuous improvements. Practical tooling and tactics are listed (automated meeting transcripts, rapid presentation generation, AI-assisted outreach) and a three-step next-steps plan (identify AI roles, develop SOPs — "Todd in a box" — and evolve portfolio-level risk/ success analysis).
Questions this document answers
$500–600M
10X — from ~$10M to ~$100M EBITDA (example).