🌱 Growth
Growth Operating System design, commercial due diligence, and the operating models that carry the thesis.
The AI Commercial Operating Model Agent: Diagnose the Leakage, Orchestrate the Handoffs
A two-part agent playbook for the commercial operating model. Part one: a structured-interview diagnostic agent that surfaces where revenue leaks across functional handoffs. Part two: a multi-agent orchestrator that runs the pricing-sales-finance workflow on non-standard deals, with scoped sub-agents, human-in-the-loop gates, and a full audit trail.
The CEO's Guide to Commercial Benchmarks Across Hybrid Revenue Models
Blended SaaS benchmarks quietly mislead any company earning revenue from more than one motion. This guide reconstructs the KPI stack for hybrid businesses by showing which metrics to abandon, which to adopt, and how to build a peer set that reflects your economics. It uses Thornfield & Lane Analytics as the running example throughout.
The CEO's Guide to Commercial Diligence Checklists for Hybrid Targets
Commercial diligence checklists collapse when they are ported from pure-SaaS targets into hybrid businesses that mix hardware, consumables, and service-contract revenue. This guide walks through a 60-item checklist architecture, the seven surfacing moves that changed a mid-market bid by tens of millions of dollars, and the post-close imperatives that decide whether the thesis actually lands. It is written for the operator who has to defend the number in IC : not the analyst who built the model.
The CEO's Guide to EBITDA Margin Improvement
A commercial-first EBITDA improvement framework that expands margin without cutting the muscle.
The CEO's Guide to the Growth Operating System
Install a repeatable growth operating system across portfolio companies so commercial results stop depending on individual heroics.
Commercial Due Diligence Signal-Seek Layers: A Framework for Hybrid-Revenue Targets
Conventional top-down commercial due diligence tends to flatten hybrid businesses into a single narrative, which hides the channel, pricing, and pipeline risks that determine post-close outcomes. This paper lays out a five-layer signal-seek framework used by disciplined deal teams to pressure-test market, customer, product-pricing, pipeline, and team claims before LOI. It walks through a recent Meadowline Capital engagement on Coldflux HVAC to show how the layers generate a defensible bid, a negotiation posture, and a post-close commercial plan.
