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Runpoint Foundation for PE-backed companies

Build the operating system behind the value creation plan.

Runpoint Foundation connects the workflows, data, and reporting that determine revenue, margin, and cash. We start with one measurable process, prove the economics, and expand from there without turning the business into a technology project.

Start with one first-year return: software fees retired, hours removed, billing accelerated, or margin recovered.

01Where value leaks

The sponsor sees a value creation plan. Management lives the handoffs.

Most plans depend on faster sales, steadier delivery, stronger margins, and better reporting. Inside the company, those outcomes are often blocked by ordinary things: duplicate entry, slow approvals, stale spreadsheets, and numbers that disagree.

01

Revenue to cash

Sales, operations, and finance use different versions of the customer, job, or contract.

02

Margin

Managers cannot see margin erosion until the month has closed and the work is already done.

03

Add-ons

Each acquisition arrives with another CRM, accounting system, and set of definitions.

04

Board reporting

The package takes days to assemble, while management still has to explain why the numbers disagree.

02Runpoint Foundation

Connect the plan to how the company runs each day.

Runpoint Foundation replaces costly handoffs with one connected way of working. Board reporting gets easier because the underlying business is easier to see, while the management team gets software that helps with the work instead of another reporting burden.

Value creation plan
First 100 days
Measured first build
Expand during the hold
Exit-ready company
RC-01
Quote-to-cash
RC-02
Margin and capacity
RC-03
Operating dashboards
RC-04
Board reporting
RC-05
Add-on integration
RC-06
Working capital workflows
RC-07
Documented processes
RC-08
Controlled AI workflows
AI that knows the work

Move beyond individual productivity tricks.

AI can extract, prepare, compare, and flag exceptions across the operating work. Approvals and consequential changes stay with people. The goal is measurable movement in revenue, margin, cash, or management time, not a collection of demonstrations.

03Proof
Build for the hold period

A measured first build should earn the right to expand.

In the first 100 days, establish the baseline and choose the process with the clearest return. During the hold, expand Runpoint Foundation as each build proves itself. By exit, the company has connected operating data, documented workflows, and software it owns.

Day 1
A return case tied to hard savings or operating value
At exit
Connected data, documented workflows, and owned software
04Fit

The right first bet is narrow enough to measure and important enough to matter.

We replace selectively. Payroll, regulated systems, and a capable ERP can stay where they belong. Runpoint Foundation starts with thin, expensive software or company-specific workflows where ownership creates a clear return.

Signals the fit is there

  • A value creation plan depends on faster revenue, better margin, or cash
  • Management spends too much time assembling operating information
  • An add-on brought duplicate systems and conflicting definitions
  • The first build can be underwritten against a measurable baseline

Good first builds

  1. 01Quote-to-cash
  2. 02Margin and capacity visibility
  3. 03Board reporting from operating data
  4. 04Add-on system and data integration
05Start

Bring us the value creation plan and the workflow most likely to get in its way.

Map the economics, renewal dates, migration risk, and first build. The plan should be useful whether you build with us or another team.