The Proper Read

Sponsor Portfolio

15 statements for a PE, VC or family office partner about one portfolio company. Shows where leadership capacity is putting the value plan at risk. About 6 minutes. You see your results right away.

Your answers go to The Proper Group team only.

Leadership team

1. Every seat on this company's leadership team is filled by someone who can deliver the value plan.

2. We would back this CEO to run the business through the next 24 months.

3. If a key executive left tomorrow, we have a plan for the first 30 days.

Value plan

4. The company is on track against the value creation plan we underwrote.

5. Each value lever has one owner, a budget and a date.

6. We hear about misses from management before we find them ourselves.

Finance and reporting

7. Monthly reporting arrives on time and we trust it.

8. The company has the finance leadership it needs for its stage.

9. Cash and covenant headroom are reviewed monthly with no surprises.

Add-ons and integration

10. Recent add-ons are integrated with clear owners and one set of numbers.

11. The company could absorb another acquisition in the next 12 months.

12. Portfolio support from our firm is coordinated, not a set of separate advisors.

Exit readiness

13. This company's numbers would hold up to a buyer's diligence today.

14. The leadership team is one a buyer would want to keep.

15. We know what would move the exit value most in the next 12 months.

About you

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Answer all 15 statements and complete every field to see your results.