— For Operating Partners · fund-level engagements
Private · by introduction

Deploy one playbook. Across ten portcos.

Accrety is built for fund-level engagement. Operating Partners install us once, and we deploy across the portfolio on a cadence calibrated to each portco's hold-period priorities. The math below is the baseline we walk into every IC conversation with.

01 · Portfolio math

Ten portcos. Five seats each. One page of math.

The calculation assumes a 10-portco fund at $50M ARR average, five replaceable US roles per portco at $12K/month loaded, LATAM equivalent at $5K/month loaded, and an Accrety retainer of $2.5K per seat per month in year one. Sensitivities are in the expanded model — request it through your Accrety point of contact.

— Illustrative fund-level math. Actual results depend on each portco's role inventory, time-to-seat, and how aggressively the Operating Partner wants to sequence placements across the hold period.
— Per seat · month one
+$4.5K
Net savings per seat, per month
  • US loaded cost$12.0K
  • LATAM + retainer$7.5K
  • Year-one savings$54K
  • Year-one EBITDA$54K
— Per portco · year one
+$270K
Year-one cash-flow impact per portco
  • Deployed seats5
  • Monthly savings$22.5K
  • EBITDA added+0.5 pts
  • OwnershipPortco-owned
— Per fund · year one
+$2.7M
Portfolio-wide year-one savings
  • Deployed seats · fund50
  • Monthly savings$225K
  • Accrety annualized$1.5M
  • Portco ownership100%
02 · Deliverables

What the Operating Partner actually gets.

Every engagement produces artifacts designed for direct inclusion in IC memos and quarterly fund reviews. No repackaging. No additional prep.

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Monthly portco reporting.

Delivered the first business day of every month. One page per portco, rolled into a one-page fund summary. Throughput against baseline, cash-flow impact, placements in flight, replacement activity.

Designed to be forwarded to the investment team without editing. If your IC asks for a spreadsheet, we deliver the spreadsheet underneath.

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Quarterly fund review pack.

A portfolio-wide view on seats deployed, cash-flow impact in dollars and EBITDA points, and a forward schedule of placements by portco. Aligned with your LP reporting calendar on request.

Includes a sensitivity table — what changes if a portco exits early, if a seat opens late, if a sub-model shifts. Built to survive scrutiny, not to impress.

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IC-ready diligence on new portcos.

Pre-close or post-close, we run a compressed Audit on a new portco within two weeks. The output feeds directly into the first 100-day plan — with seat-level savings projections and a placement sequence the operating team can execute against.

Priced as a standalone Audit per portco. Rolls into the wedge placement engagement if the OP approves.

03 · Governance

Structured for sponsor governance.

Cash-Flow-Aligned Permanent Placement is structured to resolve the sponsor objections that block traditional staff-aug at the fund level.

IP and employment ownership. Hires sit directly on the portco's payroll from day one — W-2 in the US entity, or EOR-structured where appropriate. No subcontracting, no intermediary staffing layer, no question about where the IP lives when the hold period ends.

Covenant-friendly by design. The engagement is priced against savings, not in addition to them. Monthly cash-flow impact on the portco is positive from month one, which keeps debt-service covenants intact across the engagement.

Replacement and continuity guarantees. 90-day replacement guarantee on every placement. Standing continuity coverage across the fund independent of any single point of failure at Accrety.

Portco-owned at month thirteen. The retainer ends at month twelve. The portco continues the employment relationship directly at LATAM loaded cost. Recurring year-over-year savings compound into exit valuation — a durable EBITDA lift, not a consultant line item that disappears.

04 · Next steps

Private introduction. Working session.

Accrety works with a deliberately limited number of funds at any given time. New engagements are scheduled on a quarterly cadence. If we're a fit for your portfolio, the next step is a 45-minute working session — not a pitch.