Capital Growth
Architecture
A four-phase methodology built around one principle: every engagement must release more value than it costs. Designed for PE portfolio companies, growth equity-backed enterprises, and mid-market CFOs who need outcomes, not reports.
SENSE → MAP → DESIGN → EMBED
Working capital release within 100 days. EBITDA bridge improvements. Exit-ready treasury infrastructure that supports valuation.
Capital efficiency metrics investors demand. Treasury infrastructure that signals institutional maturity before the next raise.
Systematic liquidity release across the balance sheet. Automated treasury operations. Board-ready forecasting infrastructure.
Four Phases. Measurable Outcomes.
No Fluff. No Endless Retainers.
Each phase delivers a specific, quantified output. You know what you are getting, when you are getting it, and what it is worth — before the engagement begins.
Capital Diagnostic
SENSE Phase
You cannot fix what you cannot see. Most PE-backed and growth-stage companies have between 8% and 15% of revenue trapped in working capital that standard reporting never surfaces.
- Full capital position mapping: banking relationships, working capital cycles, liquidity gaps, treasury process maturity, FX exposures
- Deep diagnostic interviews with CFO, CEO, and operating partners to surface structural constraints
- Cash conversion cycle benchmarking against sector and transaction comparables
- Identification of trapped liquidity across receivables, payables, inventory, and intercompany structures
Capital Diagnostic Report — a prioritized opportunity matrix quantifying each capital inefficiency with estimated release value and implementation complexity. Board-ready, not consultant-fluff.
Sponsors receive a clear view of exactly how much working capital can be released and how quickly — critical for 100-day value creation plans.
CFOs get the data-backed case they need to drive change — with numbers the board and PE sponsor will trust.
Value Architecture
MAP Phase
Knowing there is trapped capital is not enough. You need to know exactly what gets unlocked, in what order, what it is worth, and what each move requires.
- Quantify every opportunity: dollar value, implementation difficulty, timeline required
- Model interdependencies — some fixes unlock others, and the wrong sequence destroys value
- Build the value creation waterfall showing cumulative impact over the engagement period
- Design the optimal implementation sequence aligned with the sponsor hold period and exit timeline
Value Creation Waterfall — a phased roadmap with dollar-quantified milestones, sequenced for maximum capital release within your investment horizon.
PE sponsors can map capital release directly to their value creation plan and hold-period milestones. Every dollar quantified.
CFOs receive the implementation playbook their team can execute — no ambiguity about what happens next or why.
Structure & Negotiate
DESIGN Phase
Designing the solution is only half the battle. Institutional-grade outcomes require institutional-grade execution — facility structuring, term sheet negotiation, and banking relationship architecture.
- Design working capital facilities, revolving credit structures, and supply chain finance programs
- Negotiate banking terms directly with GCC Tier-1 and international relationship banks
- Structure FX hedging frameworks and multi-currency treasury architecture for cross-border operations
- Document treasury policies, delegation of authority, and operational procedures for audit readiness
Executed facilities, documented treasury policies, and institutional-grade banking architecture. Not recommendations — completed structures.
Sponsors get negotiated, documented facilities that improve portfolio company capital structure without consuming partner bandwidth.
CFOs get facilities they did not have time to negotiate and policies their team can operate independently.
Infrastructure That Holds
EMBED Phase
The most common failure in advisory engagements: the consultant leaves and the infrastructure collapses within six months. We embed until it holds on its own.
- Install forecasting models, cash flow dashboards, and treasury KPI reporting systems
- Train finance teams on new banking relationships, treasury operations, and covenant monitoring
- Run the first reporting cycles alongside your team — we do not observe, we operate
- Transition to ongoing advisory: quarterly health checks, banking relationship maintenance, and escalation support
Live treasury operations running without ongoing dependency. Your team owns the infrastructure. We remain available as escalation support — not as a permanent crutch.
Sponsors can report treasury KPIs to their investment committee with confidence. The infrastructure is documented, operational, and auditable.
CFOs gain a treasury function that runs — forecasting, banking, compliance — without consuming their personal bandwidth.
Purpose-Built for Institutional Mandates
Capital Growth Architecture is not a generic methodology. It is designed for the specific demands, timelines, and stakeholder expectations of PE-backed, growth equity-funded, and enterprise-scale environments.
PE Portfolio Companies
The framework is designed around the PE hold period. SENSE and MAP deliver value within 100 days. DESIGN and EMBED build the infrastructure that supports exit valuation. Every phase aligns with sponsor reporting rhythms.
PE Engagement OverviewGrowth Equity-Backed Enterprises
For companies between Series B and pre-exit, the framework builds institutional-grade treasury infrastructure that signals operational maturity to downstream investors. Capital efficiency metrics that matter in due diligence.
Growth Equity OverviewMid-Market & Enterprise CFOs
For CFOs managing $20M–$500M+ revenue, the framework surfaces trapped liquidity, automates treasury operations, and installs the forecasting infrastructure that makes board reporting effortless. Outcomes, not slide decks.
CFO Mandate OverviewUnlike traditional consulting engagements that bill by the hour and deliver slide decks, Capital Growth Architecture is built around phased outcomes. Each phase has a defined scope, a quantified deliverable, and a clear go/no-go decision point before the next phase begins. You are never locked into an open-ended retainer. You pay for outcomes, not presence. This is how PE sponsors think. This is how we work.
See If Capital Growth Architecture Fits Your Mandate
We start every relationship with a 30-minute Capital Diagnostic — no cost, no commitment. We identify your most significant liquidity constraints and show you what a phased engagement would unlock. If there is not enough value to justify moving forward, we will tell you.