The operation was fragmented before the technology arrived.
Most portfolio companies carry significant EBITDA drag from manual processes, disconnected systems, and operational knowledge that lives in people — not systems. Adira identifies and eliminates that drag. Every engagement is measured against one metric: operational impact.
What Operational Drag Actually Costs
Of a typical portfolio company's operational capacity is consumed by manual processes that could be automated. That is not a workforce problem. It is a systems problem — and it shows up directly in the margin.
The post-acquisition window where operational improvements are easiest to implement and highest-impact. After 180 days institutional resistance builds, teams stabilize around existing processes, and the opportunity cost of inaction compounds.
Every dollar of documented annual EBITDA improvement multiplies at exit by the purchase multiple. A $300,000 annual operational improvement in a company acquired at 8x EBITDA represents $2.4M in exit value. Adira builds the systems that capture it.
Four Points in the Investment Lifecycle
01
PRE-ACQUISITION
Operational Assessment
Before the LOI is signed, Adira conducts a rapid operational assessment of the target company. We map every manual process, identify technology gaps, and surface the operational risks and opportunities that standard financial due diligence misses. Delivered within five business days.
- Operational process map of the target company
- Technology stack and integration gap analysis
- Automation opportunity register with estimated impact
- Operational risk flags for the deal team
- 100-day post-close roadmap
02
POST-ACQUISITION
Value Creation Program
The first 100 days after close determine whether the operational thesis gets executed or quietly abandoned. Adira deploys immediately post-close to automate high-impact processes, connect systems, and build the reporting infrastructure that gives the deal team real visibility into what is actually happening.
- Priority automation deployments within first 30 days
- Systems integration connecting acquired company infrastructure
- Management reporting automation
- Operational KPI dashboard for deal team visibility
- Fully documented processes
03
PORTFOLIO MONITORING
Operational Intelligence
Adira builds unified monitoring systems that surface portfolio company performance in real time — without waiting for monthly management reports that are already three weeks old by the time they arrive.
- Unified portfolio dashboard across all holdings
- Automated KPI collection from every portfolio company
- Variance alerts before metrics become problems
- Automated LP report generation
- Early warning system for operational risks
04
EXIT PREPARATION
Operational Readiness
Buyers pay premium multiples for companies with documented, scalable, automated operations. Adira prepares portfolio companies for exit by systematizing every remaining manual process and building the operational playbooks that make the business genuinely buyer-ready.
- Complete process documentation for buyer due diligence
- Remaining workflow automation before exit process begins
- Operational continuity plan for management transition
- Automated data room population
Fixed Scope. Defined Deliverables. No Open-Ended Engagements.
Every Adira engagement with a portfolio company is scoped before work begins. You receive a written scope document before any engagement starts — covering exactly what will be delivered, by what date, and at what cost. Nothing is open-ended. Nothing is billed by the hour.
ASSESSMENT
Five business day turnaround. Written deliverable. Fixed fee.
ENGAGEMENT
Defined scope. Defined timeline. Fixed fee.
MONITORING
Monthly deliverable. No surprise invoices. Cancel anytime.
Built for the Middle Market
Adira works with PE-backed companies and the operating partners responsible for their performance — typically portfolio companies between $10M and $250M in revenue where operational improvements have the highest proportional impact on exit value and where dedicated in-house operational teams are rarely available at the scale the opportunity requires.
AT THE FIRM LEVEL
- Operating Partners
- Portfolio Operations leads
- CFOs and COOs at the firm
- Deal team Partners and MDs
AT THE PORTFOLIO COMPANY
- Chief Executive Officers
- Chief Operating Officers
- Chief Financial Officers
- VP of Operations
We deliver working systems — not assessments with recommendations attached. Every engagement ends with automation running inside the portfolio company.
Everything we build is owned entirely by the portfolio company. No vendor dependency at exit. No ongoing licensing that creates risk for buyers. Clean ownership — every time.
We move at acquisition speed. First automation live within two weeks of engagement start. First documented impact within 90 days. The 100-day window does not wait for us.
Ready to Discuss Your Portfolio?
We offer a complimentary operational assessment for one portfolio company — delivered within five business days. No commitment required. No engagement obligation. A clear picture of the operational value available to be captured.
Schedule a Portfolio Assessment