A practitioner diagnostic for private equity teams. It establishes an agreed baseline for a portfolio company, tests how well each value creation hypothesis is evidenced, and turns that evidence into fund, condition, defer or stop decisions in a structured evidence clinic.
What this diagnostic covers
The asset covers the decision and when to use it, the inputs and an evidence hierarchy, and a repeatable scoring method with written formulas. It continues with options and a business case logic that keeps capacity separate from cash, then execution, governance and measurement tables with named roles. A synthetic worked case, a failure case and an exercise follow. The last part provides copyable tools: a diagnostic questionnaire, an evidence inventory, a baseline bridge worksheet, a clinic challenge log and a review record.
- Purpose and decision
- Context and applicability
- Inputs and evidence
- Definitions and assumptions
- Method and analytical logic
- Current-state assessment
- Options and business case
- Recommended design
- Execution and activation
- Governance and risk
- Measurement and benefits
- Worked example and practice
- Working tools and references