How We
Work
One methodology. Two pillars. Three engagement models.
Fix. Automate.
Scale. Exit.
Our methodology is the same one we've used for 16 years. What's changed is that every phase is now measurable in real time through Prism.
Fix
We embed with your team, run a diagnostic, and identify structural issues across finance, operations, sales, and org design. We restructure what's broken. Prism's Anomaly Radar and Risk Radar surface what the team didn't know was there.
Automate
We redesign workflows, eliminate manual handoffs, and install operating rhythms. AI agents handle repetitive, high-volume tasks. Prism replaces manual processes with automated intelligence.
Scale
We identify growth opportunities, optimize pricing, and restructure sales. Prism's Forecast Center and Pricing Engine make every growth decision data-driven.
Exit
We reduce founder dependency, professionalize governance, and build the operating system that runs without the current team. Prism's Valuation Simulator connects every improvement to enterprise value.
The Human Side
of Transformation
Prism shows you what to fix. But knowing what to fix is the easy part. The hard part is getting an entire organization to move in a new direction when most of them don't want to.
People resist change. Teams protect territory. Founders struggle to let go. Families disagree on direction. That is human work. No platform solves it. Our operators do.
We sit in the room.
Not presenting slides — standing next to your operations manager when a new process goes live. Walking the finance team through why this matters for them, not just the CEO.
We manage the politics.
Every organization has power dynamics no org chart captures. We navigate them because we've seen them in every engagement for sixteen years.
We build alignment.
Not agreement in meetings — alignment that holds when no one is watching. We facilitate the difficult conversations between co-founders, between family members, between funds and management teams.
We transfer ownership.
The goal is for your team to run the business better than before we arrived. When we step back, the organization accelerates. Prism sustains it. But the human capability to use it — the mindset, the discipline, the culture — that's what our operators build.
Three Ways In
Transformation
Addressable Market
For companies in transition: underperformance, pre-exit, post-acquisition, turnaround, or just looking for growth.
Human Layer: Embedded Operators
Full embedded operating partner. Organizational redesign, financial controls, sales restructuring, board support. Senior partners on-site.
Data Layer: Prism Intelligence
Enterprise deployment with full intelligence suite, decision workflows, risk management, Agent Studio, and stakeholder portal.
Operating Partner
Addressable Market
PE firms, family offices, and holding companies managing multi-asset portfolios.
Human Layer: Embedded Operators
Fractional operating partner: strategic oversight, board representation, performance monitoring, intervention when needed. Intensity flexes based on need.
Data Layer: Prism Intelligence
Deployed per portfolio company. Multi-company portfolio view for the fund. Stakeholder portal for partners and board members.
Intelligence Layer
Addressable Market
Growth-stage and mid-market companies that need real-time visibility without full advisory.
Human Layer: Embedded Operators
Not included. Quarterly check-in calls to review insights. Available as an add-on at any time.
Data Layer: Prism Intelligence
Foundation or Intelligence package. Full data integration and intelligence modules.