For buy-and-build
One handover playbook for every add-on.
Each acquisition brings a founder who knows things nobody wrote down. Run the same capture process in every company you add, and see coverage across the portfolio in one report.
Book a call
When to start
Start at signing, for every deal in the pipeline.
In a roll-up the handover happens again and again. Make it a standard step of the first 100 days and it stops depending on luck.
What changes
Buy-and-build, with the baton in hand.
Same playbook, every add-on
Two weeks to connect, then the same daily routine in each company. Your team learns it once.
One view of the portfolio
Coverage and open gaps for every company side by side, so you know where the risk sits.
Faster integration
The platform team asks the add-on's history directly, without waiting for the old owner to call back.
Built for how you work
Portfolio pricing
One agreement for the platform, priced per company you add.
Runs where you need
Our cloud, your cloud or on-premise, the same in every company.
Ready for the next deal
Templates and question sets improve with each acquisition.
Grab the baton.
Building a platform? Thirty minutes to set the handover playbook for your next add-on.
Pick a time that suits you. 30 minutes on video.