Rapid Alpha
For portfolio companies

Your growth plan already exists. This is how it stays alive.

If your sponsor brought us in during diligence, the work is already done — the directions scored, the evidence assembled, the criteria named. What decays after that is not the plan. It is the currency of the evidence underneath it.

You did not commission this, and that is worth saying plainly

Most likely your sponsor engaged us before the transaction closed, which means you inherited a piece of work you did not scope. That is an awkward way to meet anybody.

So two things about how this was built. The output belongs to your leadership team, not to the fund — you present it, you defend it, you decide which bets get made. And nothing in it is an assessment of you. It scores markets, technologies and adjacencies. There is no section about management, because we were never asked to write one and would have declined.

If it is useful, use it. If it is wrong in places, the evidence behind every conclusion is traceable, so you can show exactly where and why. How the work was done →

What this is, and is notThe output belongs to the leadership team rather than the fund, and it scores markets, technologies and adjacencies — not management.WHAT IT SCORESMarkets, technologies, adjacenciesEvidence traceable to a dated sourceYours to present, defend and decideWHAT IT DOES NOTThere is no section about youWe were never asked to write oneand would have declinedIf it is useful, use it. If it is wrong in places, the evidence is traceable.

What goes stale, and how fast

A growth plan is a set of bets against a market that keeps moving. The bets stay valid until the ground under them shifts — and the shift usually shows up in places nobody at a $40M company is watching.

Patents publish eighteen months after filing, so a competitor's intent becomes visible long before their product does. Standards move. A company two sectors over enters your adjacency from an angle nobody modelled. None of that is hard to see if someone is looking. The problem is that nobody is: at a $500M fund, 20 to 25 hours a month per company go into monitoring and reporting rather than looking forward, and that work sits in a spreadsheet (RA Buyer Profile v2).

Plans do not fail because they were wrong. They fail because nothing tells you when they stopped being right.

What goes stale, and how fastConfidence in a growth plan decays over the months after it is written as market signals move unwatched.HighLowKept current — stays decision-gradeMonth 6standards moveMonth 12an adjacent entrant appearsMonth 18competitor patents publishIllustrative. None of it is unknowable — it is simply unwatched.
Illustrative. None of the decay is unknowable — it is simply unwatched.

What the system does once it is yours

EVOS holds the evidence base your plan was built on, and keeps it current. Filings and prosecution activity in and adjacent to your technical space. Standards and research movement. Competitor product and hiring signals. The kill criteria you agreed, checked against what is actually happening rather than against memory.

And it holds the record. Every direction considered, the evidence behind it, the criteria it was judged against, and what was decided. That accumulates over the whole hold, as a by-product of using the system rather than as something assembled retrospectively when somebody asks. What EVOS is →

The analytical load sits with the system; the judgement stays with your team. That split is the reason the economics work at your size at all.

What the system watches, and what it recordsEVOS keeps the evidence base current and holds the record of every direction considered and what was decided.IT KEEPS CURRENTFilings and prosecution activity in your spaceStandards and research movementCompetitor product and hiring signalsYour kill criteria, checked against what is happeningAND IT HOLDS THE RECORDEvery direction consideredThe evidence behind itThe criteria it was judged againstWhat was decidedAccumulated over the whole hold as a by-product of using thesystem — not assembled retrospectively when somebody asks.

Why this is worth your own budget

Revenue growth is the single largest driver of buyout returns — 54% of them, more than multiple expansion and margin combined — and companies growing 30%+ exit at 4.0x MOIC against 2.3x for everyone else (Gain.pro, across 10,000+ investments).

Read that as an owner rather than an investor. The growth line is what your equity is priced on, and at exit a buyer pays for two different things: the number, and whether you can show how you got it. Most companies can produce the number. Very few can produce the reasoning — what was considered, what was rejected, why, and what the evidence said at the time.

The company that can is describing a managed asset. The company that cannot is asserting one. That difference is visible in a data room, and it is the cheapest premium available to you.

What a buyer sees in the data roomMost companies can show the exit number but not the reasoning behind it. A company that can show both is describing a managed asset rather than asserting one.At exit a buyer pays for two things — and only one is commonAsserting an assetmost companies stop hereThe number itselfWhat was consideredWhat was rejected, and whyWhat the evidence said at the timeA managed assetthe reasoning survives the meeting it was made inThe number itselfWhat was consideredWhat was rejected, and whyWhat the evidence said at the timeBoth show the number. Only one shows the reasoning —the cheapest premium available to you.

And if no sponsor brought us in

The same method runs without a transaction attached. Sixteen weeks, on your company, commissioned by you. Nothing about it requires a deal to be in progress, and nothing requires your investors to be involved. The growth engagement →

Find out which gap is load-bearing

The diagnostic scores your Vision Gap and your Capability Gap separately in about four minutes. One company, no call, no pitch — and you keep the score whether or not you speak to us.