THE ADD-BACK · flag archive · no CTA
Two complete sets for PE operating partners, deal teams, and portfolio ops leads. What travels is the two-page sidecar. Audio is optional trailer.
Every cited measurement is somebody else's, with sample. None of it is diligence on your deal.
| # | Title | When live | |
|---|---|---|---|
| 01 | The Savings In The Model | Pre-IC / confirmatory diligence | |
| 02 | The Baseline Is Perishable | Days 1–100 | |
| 03 | The Verification Tax | Month 18–30, VCP review | |
| 04 | What The Buyer Will Disallow | T–12 to exit | |
| 05 | The Remediation That Cost More | Post-mortem | |
| 06 | Lock-In Cost | Portfolio company · term | |
| 07 | The Hidden Human Factory | Portfolio company · term | |
| 08 | Decision-Grade | Portfolio company · term | |
| 09 | The Portfolio Learning Rate | Fund · term | |
| 10 | Attribution Survivorship | Fund · term |
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