01
Pre-deal
Tech & AI Due Diligence
2 to 4 weeks
Independent assessment of the digital and AI maturity of the target. Risk mapping, value creation hypotheses, post-deal roadmap. Sharper conviction before signing.
Section · Services
Two clients.
One operating discipline.
I work with two distinct clients · the PE funds activating value creation in their portfolio,
and the management teams driving the transformation inside it.
The language differs. The execution discipline does not.
How I engage
Every engagement is built around what you actually need. Not a standard package. Not a retainer by default.
Some situations call for a short, focused diagnostic.
I adapt the engagement model to the problem, not the other way around.
Track 01 · For PE Funds
An Operating Partner
who has been in the chair.
Five Comex mandates delivered. AI and digital value creation for services and marketplace mid-caps in Europe.
Three windows. One Operating Partner.
Deployed by funds at the moments where digital and AI conviction matter most.
02
Hold period
Value creation execution
6 to 18 months
Operating Partner mandate inside a portfolio company. Sits at Comex. Drives the digital and AI value creation plan. Aligned with the fund thesis.
Core mandate03
Pre-exit
Value sharpening for sale
3 to 6 months
Tighten the equity story. Document the digital and AI assets. Prepare the management for buyer scrutiny. Maximise multiple at exit.
Track 02 · For C-suite leaders
Two postures. Six modes. One discipline.
For CEOs, sponsors, and management teams driving transformation.
Either I lead it from inside the Comex, or I challenge the team that does.
Both come with the same operating discipline.
Most impact
01
Lead the transformation
Operator posture · Full accountability
Someone in the room, with a budget, a team, and a deadline. Sits at Comex level. Owns the outcome, not just the recommendation. Leaves only when the work is structural enough to survive without me.
Interim Full-time CDO, CTO, CTPO or Chief Transformation Officer. 6 to 12 months, defined mandate.
Fractional Senior leadership embedded 1 to 3 days a week. Same accountability, lighter footprint.
OP Operating Partner deployed by a PE fund into a portfolio company, aligned with the value creation plan.
02
Challenge the team that leads
Advisor posture · External perspective
You have the team. You need clarity, challenge, frameworks. Strategic advisory alongside leadership, without operational integration. Used when the answer is in the room but no one is asking the right questions.
Diagnostic A focused review of strategy, operating model and tech. 4 to 6 weeks, clear deliverable.
Advisory Ongoing strategic counsel for CEOs and boards on tech, data and AI. Per-engagement or monthly.
Board Independent board director or advisor for PE-backed mid-caps, family-owned groups and growth participations. Selective basis.
The two postures often combine over time. A typical mandate may start with a Diagnostic, shift to Lead for 6 to 12 months, then continue as Advisory to secure the transition.
Expertise areas
Seven domains.
One playbook.
The most valuable transformations happen at the intersection of strategy, operating model and technology.
Real expertise is the accumulation of decisions made under pressure, in real organisations, with real consequences.
一
Transformation & Operating Model
Designed and executed large-scale transformation programs in complex, multi-BU, multi-country environments, from strategic framing to delivery.
PE / family-owned Altavia, Effy, John Paul
Corporate BCG, Reckitt Benckiser, Natixis
二
AI Transformation
From AI strategy to deployed use cases · GenAI, predictive ML, AI agents and agentic workflows. Identifying what actually matters, cutting through the hype, and embedding AI at the operating model level.
PE / family-owned Altavia, Effy, John Paul
Corporate Deliveroo
三
Data & Intelligence
Turning data into decision-making leverage. Governance, architecture, dashboards, actionable insights from raw data to strategic clarity.
PE / family-owned Altavia, Effy, John Paul, Weekendesk
Corporate Danone
四
Product & Roadmap
Building the right products, in the right order, with the right team. User-centred, business-driven. From 0-to-1 to scaled platforms.
PE / family-owned Altavia, Effy, John Paul, Weekendesk
Corporate —
五
Technology & Architecture
Aligning technology choices with business strategy. Buy or build. Simplify or scale. API-first, cloud-native, with a bias for what teams can actually maintain.
PE / family-owned Altavia, Effy, John Paul, Weekendesk
Corporate —
六
Scale-up & Venture
Operational mentor and advisor for founders in hyper-growth. Product scoping, team structuring, preparation for Series A to C funding rounds.
PE / family-owned Effy, John Paul, Weekendesk, Otium Capital
Corporate —
七
Strategy & Governance
The operating model as the first product. Coherence between strategy, operations and tech, all the way down to daily decision-making.
PE / family-owned Altavia, Effy, John Paul
Corporate Deliveroo
Get in touch
Which track matches
your situation?
Every engagement begins with understanding your specific context,
not with a pre-packaged answer.