Optimizing Your Partnership with the Board or Portfolio Company Advisors in PE

Navigating the relationship with your board or private equity advisors is crucial for aligning on growth objectives and driving long-term success. Here are five ways to strengthen this partnership: 

1. Define Clear Objectives 

Blackstone’s portfolio companies establish transparent goals for operational improvements, ensuring alignment with PE expectations. 

Action: Host quarterly strategy meetings to refine priorities and confirm alignment on KPIs. 

2. Communicate Proactively 

KKR portfolio companies share monthly performance dashboards, highlighting progress and roadblocks. 

Action: Implement real-time reporting tools that give advisors clear visibility into metrics like revenue, EBITDA, and customer acquisition costs. 

3. Leverage Advisors’ Expertise 

Carlyle Group provides hands-on operational support to portfolio companies, helping implement cost-saving strategies. 

Action: Actively involve your advisors in brainstorming sessions for specific challenges, from pricing to operations. 

4. Be Open to Feedback 

Advent International ensures two-way communication during portfolio reviews, fostering collaboration and trust. 

Action: Invite feedback on your strategies and demonstrate how you’re applying it to build credibility. 

5. Highlight Wins and Learn from Losses 

Thoma Bravo portfolio companies regularly share case studies of successful initiatives while openly discussing missteps to improve future execution. 

Action: Document and present key learnings from both wins and challenges at each board meeting. 

FintastIQ helps you centralize reporting, track KPIs, and prepare data-driven presentations that build trust with your board and advisors.