Building Greatness Together

Capvalue 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 access to 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.

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

There can be no guarantee that Capstreet will be successful in applying its Capvalue Framework^®.

Areas Where the Capvalue 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 (OKRs, KPIs), organization design, talent assessment & sourcing, mentoring, HR policies & procedures

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

Strategy, brand development, messaging, 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 (OKRs, KPIs), organization design, talent assessment & sourcing, mentoring, HR policies & procedures

M&A

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

Marketing

Strategy, brand development, messaging, 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