Case study · Talent partners
Team Theory lets a two-person talent team collaborate across 17 urgent portfolio searches.
- AUM
- $17B
- portfolio companies
- 175
- person talent team
- 2
The context
A $17B East-coast PE firm with 175 portfolio companies and a talent function of two, led by a managing director for talent.
The pain
A 175-company portfolio and a talent function of two.
Assessment reports and reference write-ups consuming most of the plate.
The outcome
Quantified in her own words: scorecards from about two hours to about fifteen minutes, roughly four hours saved per assessment, and assessment-report time cut about in half.
What changed
Scorecard builder as the entry point, including building a COO/President scorecard straight from a CEO 360.
Job descriptions at volume across CFO, CTO, CIO, CHRO and VP Finance roles.
Seventeen portfolio companies, 42 executives and 71 roles worked from two seats.
How they use it.
Assessment reports
The core of the week, at roughly half the previous time.
Scorecard from a 360
A CEO 360 goes in, a COO/President scorecard comes out.
Psychological reads
How a profile shows up in a PE operator seat.
Reference reports
Structured write-ups built from raw reference notes.
Job descriptions
CFO, CTO, CIO, CHRO, VP Finance, Head of Corp Dev.
Org diligence guides
Interview guides for diligence on an acquisition.
“Every scorecard I’ve created in the last three months has been through Team Theory. It’s gone from two hours to 15 minutes.”
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