The team that comes back for the next function.
Retained process, finance and AI specialists on a day allocation across the portfolio. They run the monthly cadence, keep every Ledger and every map current, and step back in when the next function is ready to be taken through the method.
The Bench keeps steps 5 and 6 running across the portfolio and scopes the next Sprint from the maps.
Most mid-market sponsors would rarely need a process lead, a finance transformation lead and an AI automation lead full time for a portfolio of twenty companies, and would struggle to hire them. The Bench provides that capacity on a retained day allocation: a named team who know your portfolio and its maps, run the monthly business review, keep initiative gates moving in the Ledger, refresh the PinpointProof maps as companies change, and step into a company when the next function is ready to be eliminated, consolidated or automated.
- A named Bench team: process lead, finance transformation lead and AI automation lead
- Four to ten days a month across the portfolio, planned quarterly with the operating partner
- The monthly cadence run for you: gates, evidence review, board packs, map refreshes
- Short interventions inside portfolio companies between Sprints, and the next Sprint scoped from the maps
- Quarterly portfolio cost-out and automation review for the investment committee
A fixed rhythm, agreed up front.
Onboard
The Bench team learns the portfolio, the maps and the people; the Ledger is brought current.
Cadence
Business reviews run, gates moved, evidence attached, board packs issued, maps kept current.
Review
Portfolio cost-out and automation review with the operating partner and, where useful, the investment committee; the next functions ranked.
Intervene
Bench days directed to the company that needs them, with the Ledger recording the result.
Who it suits, and where another route serves better.
A good fit when
You have the Ledger in place or one or more Sprints completed and want the method to keep running across the portfolio without adding permanent headcount. It suits sponsors whose operating team is two to eight people.
Consider another route when
You are ready to build a permanent in-house team, in which case we are glad to help you design and recruit it, or you need deep functional expertise in one company for a year, where a Sprint followed by a specialist hire usually serves better.
Pricing depends on the day allocation and the size of the portfolio, and is agreed after the Diagnostic or a scoping call.
Can Bench days be used inside a portfolio company?+
Yes. The quarterly plan sets the split between running the cadence and working inside companies, and the operating partner can redirect days as priorities move.
How is Bench work evidenced?+
Every Bench intervention is an initiative or a gate in the Ledger, so the value the Bench contributes is recorded in the same way as everything else.
Does the Bench keep the PinpointProof maps current?+
Yes. As companies change, add-ons land and functions are consolidated, the Bench refreshes the maps so the next Sprint starts from an accurate, costed picture.
Capacity for the portfolio, without the headcount.
Book a call to discuss what a Bench allocation would look like for your portfolio and operating team.