Case study · Operating partners
A mid-market fund built an executive library of its senior leadership team to create a Record of Talent.
- AUM
- $6B
- portfolio companies
- 19
- person talent team
- 2
The context
A $6B Los Angeles PE firm with 19 portfolio companies. A partner sponsors the work; two talent professionals run it day to day.
The pain
Executive information scattered across psychometric reports, search-firm output and spreadsheets, with no single record.
No way to compare leaders across the portfolio.
The outcome
The product works here as a system of record rather than a generator: the executive library is the deliverable. Every leader across nine companies, comparable side by side.
What changed
Built a standing library of 128 executives from 112 uploaded documents, across nine portfolio companies.
Twelve candidate assessments graded against the agreed scorecard: 5.8 executives assessed for every role defined.
How they use it.
Candidate vs. scorecard evaluation
A structured fit read against the agreed spec.
Psychometric interpretation
A personality profile read into a PE operator context.
Executive profiles
A standing profile per executive, kept current.
Cross-portfolio comparison
One executive assessed against several portfolio needs at once.
CEO and CFO scorecards
Per-mandate scorecards for retained searches.
Job descriptions
Tagged across portfolio leadership roles.
“It really nailed some things — it added data to what our guts were telling us.”
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