For Portfolios

The right operating partners, ready when the portfolio needs them.

Access a vetted roster of senior operators across finance, GTM, operations, product, and people. Use us before a transaction, after close, during integration, or whenever a portfolio company needs senior ownership. Matched in 72 hours. Deployed in under 10 days. 30-day fit guarantee.

Where portfolios lose time

Transactions create volatility. The work still needs an owner.

01
Pre-close needs arrive before the team is ready.

Diligence, modeling, operating plans, team assessments, and value-creation planning all need to get done before the deal closes. The internal team is stretched, and the same few trusted people get called again.

02
Post-close work moves faster than staffing.

The deal closes. The 100-day plan starts. Reporting, integration, finance, GTM, operations, and people priorities all need owners. The company may not yet have the right leaders in place.

03
Executive transitions create immediate gaps.

A CFO leaves mid-fundraise. A COO exits after close. A revenue leader misses the plan. Search may be running, but the seat still needs coverage now.

04
Relying on the same informal roster.

Many firms rely on the same familiar operators every time they buy a company. Those people may be effective, but the firm knows stronger or better-fit talent is out there. They just do not have the time to grow and maintain a roster that may never get used.

Start here

Portfolio Capacity Audit

Before you retain the roster, we map where transactions and operating priorities are likely to create staffing volatility across the portfolio. We identify which companies need what, which upcoming events could create urgency in the next 6 to 12 months, and where a Veep operator would help stabilize execution.

What you get
  • Portfolio-wide leadership and operator gap map
  • Function coverage assessment across finance, GTM, operations, product, and people
  • Upcoming transaction and event triggers, including diligence, close, integration, fundraise, exit, leadership transition, and value-creation work
  • Recommended roster structure by company and function
  • Emergency coverage path for interim vacancies
  • Priority shortlists for likely operator needs
Then
Portfolio Roster

A retained operating partner function for firms that do not want to build one internally. Veep gives your firm priority access to vetted senior operators who can support transactions, integrations, interim gaps, and value-creation work across the portfolio.

  • Portfolio Program: $75k
  • Usage billed separately at preferred rates
  • MSA activated once, SOWs per engagement
Roster model

On call operators for the work that can't wait.

Portfolio Roster
$75k / year · usage billed separately

Built for private equity firms, family offices, holding companies, and independent sponsors that engage in frequent transactions or manage recurring operator needs across multiple companies.

  • Portfolio-wide intake and capacity map
  • Quarterly portfolio capacity review
  • Priority operator matching across portcos
  • Pre-vetted roster across finance, GTM, operations, product, and people
  • Emergency Operator or Pod coverage SLA
  • Included diagnostics and shortlists
  • Executive Capacity MSA signed once
  • Preferred engagement rates on every SOW

Engagements convert cleanly into Advisory, Sprint, Operator, or Pod work at preferred roster rates.

How it works

One agreement. Every portfolio company activated.

01
Capacity Audit

Over 2 to 3 weeks, we map the portfolio, flag the seats and functions most exposed to transaction volatility, and recommend the right roster shape by company.

02
MSA signed once

Master terms, rate card, IP, confidentiality, and engagement structure are pre-approved so portcos can activate quickly without redoing paper.

03
SOW per engagement

When a company needs an owner, we scope the work, match in 72 hours, and deploy in under 10 days under the MSA.

04
Quarterly review

We revisit the portfolio map with your team: what changed, what transactions are coming, where leadership risk is rising, and what operator capacity should be pre-positioned.

What the retainer covers

Roster access is retained. Operator work is scoped.

In the roster

Priority access, portfolio planning, quarterly reviews, emergency coverage SLA, preferred rates, and included diagnostics.

Billed by SOW

Advisory, Sprint, Operator in the Loop, Operator, and Pod engagements are scoped and billed per company at preferred roster rates.

Stabilize the operator gaps across your portfolio.

Book a 30-minute call to walk through the audit and roster model. We will tell you directly whether Veep is the right operating partner function for your firm.