How We Create Value

CapvalueTM Framework

Accelerating Value Creation and Scale for Portfolio Companies

Key to our success is the ability to create value through the application of a repeatable and scalable formula for growth and value creation, trademarked as the Capvalue™ Framework.

The Framework provides industry best practices, access to subject matter experts and technologies, to help Capstreet portfolio companies scale quicker and create value faster. It was designed by executives and practitioners with experience in scaling businesses from single digits to hundreds of millions in revenue and creating significant value for customers, employees, and investors.

Industry Best Practices Subject Matter Experts Technologies

What Areas Does the Framework Cover?

It covers everything you need to help scale your business, from business, go-to-market and product strategies, sales & marketing, product development, operations, customer success, M&A to financial reporting, and more.

How Do We Apply It?

Realizing that all businesses are different, the Capvalue™ Framework is flexible and doesn’t take a ‘one size fits all’ rigid approach. Think of it more as a set of tools used for the right job at the right time, with subject matter experts available to help.

Onboarding
(<6 months)
  • Define a three-year market and product strategy
  • Deploy a scalable go-to-market approach
  • Invest in culture and talent
  • Invest in systems and infrastructure
  • Define M&A roadmap
  • Set key performance indicators
Executing
(6-24 months)
  • Drive organic sales growth
  • Deliver product roadmap
  • Onboard talent
  • Implement systems and infrastructure
  • Execute M&A roadmap
  • Plan, deploy and iterate
Delivering Outcomes
(>24 months)
  • Positioned in large addressable market
  • Run by a strong leadership team
  • Delivering consistent financial performance
  • Supported by a robust technology platform, processes, and systems
  • Buoyed by positive customer sentiment

Areas Where the CapvalueTM Framework Can Help

Strategy People
& Culture
M&A Marketing Sales Product Operations Financial Security Compliance

Business strategy, product portfolio strategy, go to market strategy

Culture code, management metrics (OKR’s, KPI’s), organization design, talent assessment & sourcing, mentoring, HR policies & procedures

Sourcing, outreach, nurturing, negotiation, due diligence, integration

Strategy, brand development, demand generation, marketing operations, martech stack implementation

Customer segmentation, sales model, quota, coverage & comp plan design, sales operations, forecasting, analytics, CRM implementation

Product management & marketing, product formulation, pricing & packaging, product development org & process design, devops implementation, SaaS migration

Supply chain management, ERP implementation, customer success, customer support

Financial planning, analysis & reporting, financial systems implementation

Vulnerability assessment, penetration testing, remediation, awareness program implementation

Compliance program implementation, such as SOC2, ISO, FCRA, HIPAA, ESG, etc.

Strategy

Business strategy, product portfolio strategy, go to market strategy

People
& Culture

Culture code, management metrics (OKR’s, KPI’s), organization design, talent assessment & sourcing, mentoring, HR policies & procedures

M&A

Sourcing, outreach, nurturing, negotiation, due diligence, integration

Marketing

Strategy, brand development, demand generation, marketing operations, martech stack implementation

Sales

Customer segmentation, sales model, quota, coverage & comp plan design, sales operations, forecasting, analytics, CRM implementation

Product

Product management & marketing, product formulation, pricing & packaging, product development org & process design, devops implementation, SaaS migration

Operations

Supply chain management, ERP implementation, customer success, customer support

Financial

Financial planning, analysis & reporting, financial systems implementation

Security

Vulnerability assessment, penetration testing, remediation, awareness program implementation

Compliance

Compliance program implementation, such as SOC2, ISO, FCRA, HIPAA, ESG, etc.