Solutions / Growth & Marketing / OiR
Growth · Marketing

Operator-in-Residence

Embedded across your portfolio. Deploy CEM, fix growth infrastructure, build attribution, train teams. Quarterly minimum.

Ongoing
Quarterly minimum
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$100K → $2M
Monthly Revenue
Skincare portfolio company: 90-day acceleration under embedded operations
60,000
Paid Subscribers
Built in 12 months across portfolio companies under OiR engagement
40–60
Hours / Month
Embedded across your portfolio — not remote advisory, operational presence
Designed for PE firms, brand accelerators, venture studios · 3+ portfolio companies

The Engagement

Embedded across your portfolio companies. We deploy CEM methodology, fix growth infrastructure, build attribution systems, and train internal teams — simultaneously across multiple companies with unified reporting to portfolio leadership.

Each portfolio company gets assessed, prioritized, and worked individually. Monthly reporting standardizes progress visibility across the portfolio. The goal is operational improvement that compounds — teams building capability, not dependence.

Quarterly commitment minimum. Designed for PE firms, brand accelerators, and venture studios with 3+ portfolio companies that need operator-level improvement, not consultant-level recommendations.

What You Get

Portfolio Assessment
Every portfolio company assessed: operational gaps identified, interventions prioritized, quarterly plan built with measurable targets.
CEM Deployment
AI operations methodology installed per company. Drift Tax baselines measured, mechanisms calibrated, teams trained.
Growth Infrastructure
Attribution systems, funnel optimization, retention mechanics — whatever each portfolio company needs to scale efficiently.
Team Training
Internal capability development. Your portfolio companies build the muscle to operate independently — not dependent on ongoing engagement.
Monthly Portfolio Reporting
Standardized reporting to portfolio leadership. Progress, metrics, decisions, and priorities across all companies.

What Gets Deployed

CEM Methodology
AI operations installed per company — failure mode tracking, mechanism calibration, and team training.
Attribution & Analytics
Real-time attribution systems built and validated. Every portfolio company knows what's working and what isn't.
Growth Infrastructure
Funnel optimization, channel mix, unit economics — operational improvements that move revenue.
Team Capability
Training and process installation so portfolio companies can operate independently after engagement.

How It Works

01

Portfolio Assessment

Assess all portfolio companies. Identify operational gaps, prioritize interventions by impact, and build a quarterly plan with measurable targets per company.

Week 1–2
02

Embedded Execution

Deploy across portfolio. CEM installation, attribution builds, growth infrastructure fixes, and team training — simultaneous work streams across companies.

Ongoing
03

Quarterly Review

Progress reporting to portfolio leadership. ROI per company, metrics vs. targets, and priority adjustments for next quarter.

Quarterly

Before We Start

To get the most out of this engagement, come prepared with:

01

3+ portfolio companies with active operations — this engagement is designed for portfolio-level impact

02

Operating partner or portfolio leadership as primary point of contact

03

Access to each portfolio company's teams, data, and systems during the assessment phase

04

Quarterly commitment minimum with executive alignment on priorities

Who It's For

PE firms with 3+ portfolio companies needing operational improvement

Brand accelerators standardizing operations across cohorts

Venture studios building operational playbooks

Investment groups that need an operator, not a consultant

Ready to scope this?

Tell us about your situation and we'll shape this engagement to fit. No boilerplate proposals — every scope is built from scratch.

  • Response within 24 hours
  • No commitment required
  • Custom-scoped to your needs

Where It Leads

CEM Methodology License (per company)
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