Investors
Close the gap between the thesis you underwrote and the team that delivers it.
For private equity, venture capital and family offices. Peak works alongside your operating partners and investment team, testing whether the real team can execute before the strategy is finalized.
Execution risk
The deal is underwritten against a thesis. The team decides if it is realized.
We assess where the current team would break against the value creation plan, then embed the operators to close that gap, so adoption and execution move faster.
Private equity
Parallel coverage across portfolio companies, consistent reporting to the GP and faster 100-day execution.
Venture capital
Leadership scaling for founders who have outgrown the first team, without a full-time executive hire.
Family offices
Patient capital deserves leadership that lasts. Succession, modernization and no standing operating payroll.
Alongside your operating partners
Built to complement your operating partner, not replace them.
Peak gives your operating partner senior capacity on demand, for the deals and portfolio companies that need more hands, without adding full-time headcount.
Extends their reach
Your operating partner stays the lead. We take on due diligence, strategic planning, turnarounds and value creation work in parallel, across more companies than one person can cover.
A full bench for a lean firm
Smaller PE firms and independent partners get the goals, strategies and execution of a large operating team, without bringing on full-time talent.
Scaled up or down
Engage us for one assessment, one turnaround or the whole portfolio. We hand the work back to your operating partner and the company leaders when it is done.
Strategic Talent Architects™
A diagnostic that looks forward.
Operators from Big Four and top strategy firms run a forward-looking assessment of whether the existing team can complete the plan, and name the point where it would fail.
Due diligence and forensic assessment
Leadership, operations and financial health reviewed before a deal closes.
Custom value creation plan
Built from each company's real team, stage and sector.
Embedded fractional operators
CFO, COO, CRO and CMO working alongside existing staff.
Board participation
Senior operators contributing at the board level.
KPI reporting
Proactive flags to the general partner.
Acquisition and exit readiness
Leadership stabilized for the next transaction.
Portfolio Management Platform
One firm behind your operating partners.
Our platform puts one team behind your operating partners across every portfolio company, so knowledge stays in the firm as people and projects change.
The limit of any one person
Even a great operating partner covers one or two disciplines and cannot be in several portfolio companies at once. We add the capacity, so they can focus where they add the most.
The problem with two vendors
Consultants plus a fractional firm means two views of the same company and a coordination job for you.
The Peak model
Strategic Talent Architects™, multiple-exit operators and an internal systems team for technology, AI and reporting, working under your operating partner with one point of contact.
Case in point
Cost leadership, measured.
Operating profit rose from $5.4M to $9.2M as total costs fell 26%, from $14.6M to $10.8M.
A Peak client engagement. Client name withheld.
Efficiency drives returns
What investors say
We have never seen this before: strategic planning built for the strengths and opportunities of our team. Brilliant and more effective than anything I have seen.
Operating Partner, $1.5B PE firm
One page
Take Peak with you.
A one-page overview for your investment committee and operating partners: how we complement your team, what we deploy and what it has delivered.
Discuss your fund and portfolio.
A 30-minute conversation to map your portfolio against what we deploy.