We work with founders and boards of directors on fundraising options and offer guidance throughout the fundraising process
Fundraising strategy: approach, targets, timing and milestones for fundraising
Introduction to potential equity partners: identification of the right potential investors and personalized introductions
Messaging and pitch decks: full range of communication from storylining and email outreach to elevator pitch and presentation development
Governance structure: recommended governance structure and communication planning with boards of directors and advisors
We address due diligence with a focus on value enhancement and an eye toward original, differentiated market and customer research
Market assessment: market dynamics, size, growth, competitive dynamics, headwinds and tailwinds
Customer assessment: customer dynamics, stickiness and strength of key customer relationships and their underlying growth dynamics
Growth Opportunity assessment : high value growth opportunities for value creation over the near (12-18 months) and long term (18-36 months)
Commercial Assessment: company's commercial readiness to capture identified growth opportunities and beyond for above-average growth
Whether is for a potential private equity buyer, a venture capital investment, or a new CEO or Board of Directors, we address the key foundational pillars of a strong, growth-oriented business
Where we are starting from: "the fact base"
What we expect of each other: executive team, board of directors, external support, coupled with accountability, process and governance
Where we are going: "our vision for the future" and the associated risks
How we are going to get there: clear set of succinct priorities with accountability and targets
During this process we answer questions, such as whether the company ought to focus on its core or extend outside the core business, what its customer churn looks like and why, what moats can be created to sustain a differentiated market advantage. Based on collaborative sessions around these answers, we help identify the most impactful set of priorities and practical initiatives and the early actions required to capture these opportunities.
We work with management teams and boards to craft a plan for accelerating profitable and sustainable revenue growth. We focus on the strategic actions and tactical execution to ensure results.
Focus on the core: Only 1 in 9 companies succeeds in achieving sustained growth. We help companies achieve profitable and sustainable growth by defining and focusing on their core competencies. This requires making proprietary decisions about where to play, where not to play and how to win.
Grow beyond the core: We look at adjacencies, such as new product lines, geographies, and distribution channels to address both organic growth and inorganic growth opportunities over short, medium, and long-term horizons.
We believe customers are a primary source of real growth. We combine in-depth, original customer insights with practical expertise to help our clients create sustainable, organic growth.
Customer segmentation & insights: we help clients understand customer needs and behaviors and develop practical and actionable segmentation, combing original research and data analytics. We help clients define the target customer, identify the areas of distinct advantage over competitors, and use these inputs to strategy. inform business decisions and investment allocation
Product development & management: with a focus on customer-ready innovation, we work with our clients to improve ongoing customer-led product development so their value proposition is differentiated and meets customer needs
Marketing & brand strategy: we help companies align marketing and brand strategy with overarching business objectives; ensure marketing investments are generating highest returns and reinforcing the brand positioning; and build a loyal customer base through branding that cultivates a strong, trusted image.
Customer loyalty: we help companies nurture loyal customers who are more profitable and who are active proponents of your business
Go-to-market strategy: We help companies build powerful, integrated go-to-market systems that build a bridge between a company’s strategy and the exceptional customer experiences that are the ultimate driver of customer advocacy and loyalty.
We assess the performance of a company’s commercial organization—the sales, service, and marketing functions—and help effect improvements that increase the ability to reliably grow revenues and take market share year after year. Common improvement areas include the go-to-market model, sales processes, talent and motivation, demand and lead generation, commercial operations and management and culture.
Sales effectiveness: We help companies identify quick, targeted, customized solutions as well as strategic and operational improvements to boost underperforming sales organizations.
Customer experience: We work with companies to develop a series of positive interactions with the customer to earn their advocacy and inform consistent delivery of experiences to drive top-line growth.
We diagnose the effectiveness of a company’s pricing and identify improvements that might be quick fixes, process and execution improvements and/or strategic pricing changes. These improvements often result in material improvements in margins and revenue growth. It is not uncommon to see margin improvements of 300 to 600 basis points.
We help achieve game-changing results by working with management teams and boards of directors to define and manage Full Potential Transformations through cross-functional collaboration to alter the financial, operational, and strategic trajectory of a business. From planning to execution, we offer hands-on expertise.
1. Program Management:
2. Interim CXO:
For companies in their last year of private equity ownership, we develop a fact-based growth story that defines the growth runway for the new buyer. This process defines the growth path, identifies near term EBITDA improvements, and provides insight into potential strategic buyers.
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