Private equity

Modernize & win back the sales  cycle – fast

We provide proven, growth-focused offerings for portfolio companies who need to implement a modernized user experience and immediately impact sales.

“I am ecstatic about how actionable the insights are – every portfolio company should do this!”

Inna Kuznetsova

ceo of toolsgroup

clients we serve

Ready to get started?

LET'S TALK

why our clients choose us

01. We understand the unique challenges of private equity.

Our team offers proven, repeatable solutions to help you overcome obstacles and surpass benchmarks. Below are problems we help portfolio companies address:

Losing demo’s to new competitors
Sales lack of pride in the software
Lengthy customer onboarding
Unresponsive to long-time existing customer requests
New acquisition coming onboard
Technology & experience that hasn’t been touched in years.
Highly complex blackbox
Industry specialization that was built by engineers

02. We have seen it all.

Our digital product leaders have extensive experience across key industries, allowing us to onboard quickly and effectively navigate initiatives. Here are the industries we serve:

Digital health
Logistics & manufacturing
Venture capital
Education
Government
Retail
Commerce
Insurance and more…

03. High impact, low risk.

Our digital product leaders have extensive experience across key industries, allowing us to onboard quickly and effectively navigate initiatives.

30 US-based W-2 employees

Highly experienced team that deliver outcomes

14 years of average experience across teams

large portfolio companies proprietary formula

Any industry, any complexity – the same approach

You can rest assured we see similar projects all the time. We reduce risk by staying steadfast to our approach.

Drive growth in 5 months

We can help you implement a modernized user experience and immediately impact sales with these key deliverables:

Sales engagement video

Turn-key sales asset to empower your team, top to bottom
Knowledge transfer in an easily-digestible, visually-appealing way
Equip your sales team and stakeholders with a better understanding of how to position the product

Company-wide alignment prototype

Functioning prototype to engage stakeholders
Strategic feedback process to effectively prioritize features
Clear benchmarks and goal-oriented design sprints to rapidly iterate

Development-ready design system

Accessibility-enabled with a consistent look and feel across all components and elements
Scalable design systems to accommodate future growth and product changes
Integrated with existing development tools and workflows, making it easy to incorporate into existing projects

Product roadmap

Outline of key features and functionalities that will be developed, along with timelines and milestones for completion
Prioritize tasks and address any potential roadblocks or challenges that may arise during the development process
Effectively plan, execute, and communicate the design strategy, with a drive toward core objectives

case study highlight

ToolsGroup

ToolsGroup, a private-equity-backed global leader in supply chain management, came to us for an updated user experience for its proprietary predictive software.

Within 5 months, we completed a redefined information architecture structure, a complete design system, and 40+ development-ready screens. We helped fulfill ToolsGroup’s vision to win back the sales cycle with a modernized platform that delivers a great user experience.

VIEW CASE STUDY

Ways to get started

Here are some practical ways to get started with us, gain quick wins, and empower your project’s projection.

1/4

Sell the vision

Showcase a digital transformation of   your product.
Concept prototype for a key customer   workflow
Sales-ready demo video

SHOWCASE THE VISION

2/4

Modernize

Modernized and updated design
User-validated experience
Development ready

START MODERNIZING

3/4

Assess acquisition

More accurately estimate the challenges,  risks and gaps that exist between your  organizations.

GET ASSESSED

4/4

Team augmentation

All about growth
Take advantage of your expertise and   data through deeper product offerings
Launch products with a full team   (product strategy to commercialization)

EXPAND YOUR TEAM

Ready to drive growth?

LET'S TALK

case study highlight

Fortna

Fortna, a leading consulting firm in logistics, distribution, & engineering, needed to update and standardize its existing warehouse execution system (WES).

Midway through the engagement, they expanded the scope of the project to a complete overhaul of their current system. The final product transformed Fortna’s operations and laid the foundation to commercialize the product as the industry’s most advanced WES.

VIEW CASE STUDY

case studies

See how we’ve helped other private equity leaders.

View our case studies

Apex

Reinventing the HCM experience

Digital Transformation, Financial, Innovation Research, Launch, Private Equity

OneShield

UI redesign improves workflow for insurance companies

Digital Transformation, Financial

Sandata

UI update improves private equity outcome in home health

Design Sprint, Healthcare