Can iii Partners work across multiple portfolio companies simultaneously?

Yes, but the recommended starting point is one company. Once a result is proven there, the model can expand across the portfolio with a track record to reference.

How does iii Partners interact with the portfolio company's existing management team?

iii Partners builds alongside the existing business and its management team, not around them. The diagnostic and build phases are designed so the team understands what is being built and why — the operation should not depend on iii Partners once the engagement closes.

iii Partners for independent sponsors and PE operating partners

iii Partners is built for the people who control access to portfolio companies — independent sponsors, PE operating partners and family offices who need operational improvement that can be proven to a board.

The operational problem at portfolio level

Labour-heavy portfolio companies consistently lose margin to the same set of problems:

Repetitive manual work that scales with headcount rather than revenue
Fragmented software tools that create data gaps and double-handling
Processes that depend on one or two individuals, creating owner dependence and scale risk
Sales and service operations that are slower or more expensive than they need to be

These problems are rarely surfaced clearly in a CIM and are rarely fixed by advisors who recommend and leave.

What iii Partners provides that advisors do not

A financial baseline agreed in writing before any work begins
Technology that is built and deployed, not recommended
A measured result compared against the baseline — expressed in the P&L terms the board already uses
An auditable record of what was agreed, built and produced (GOVENANT)

How it fits into a hold period

Early in the hold — the diagnostic can be run shortly after close to identify the highest-value operational opportunities and prioritise them
Mid-hold — build and measure phases produce results that are visible before exit
Portfolio-wide — if the first engagement produces a proven result, the same model can be applied across other portfolio companies

The commercial structure

Fixed-price engagements, quoted within one business day, never hourly
Incentive structures grow with the relationship once results are proven
Ownership terms are private

Starting point

Bring one company. Talk to a partner for twenty minutes about what is not working.

Book at [cal.com/team/iii-partners/intro](https://cal.com/team/iii-partners/intro) or email [scott@iii.partners](mailto:scott@iii.partners).

FAQ

Can iii Partners work across multiple portfolio companies simultaneously?: Yes, but the recommended starting point is one company. Once a result is proven there, the model can expand across the portfolio with a track record to reference.
How does iii Partners interact with the portfolio company's existing management team?: iii Partners builds alongside the existing business and its management team, not around them. The diagnostic and build phases are designed so the team understands what is being built and why — the operation should not depend on iii Partners once the engagement closes.