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Services

From Thesis to Exit

The Wingspan service portfolio aims to de-risk and accelerate the ARR journey serving private equity investors and their portfolio companies, with a focus on due diligence, digital transformation strategy and operational and technical value creation. With a broad range of industry, functional and technical expertise, our operators provide executive leadership consulting across the private equity investment lifecycle.

From Insights to Action :

“Your expertise, methods and maturity model allowed our leadership team to align on a future-state vision for our sales and go-to-market transformation combined with the product vision and technology architecture. Combined with the the process and organizational changes needed to achieve the vision we had a full understanding of the magnitude, but also the opportunity. The business case resonated with our leadership and was instrumental in gaining approval and broad organizational conviction.” 

CEO for >$100M ARR Enterprise Technology company
Pre-Acquisition
Post-Acquisition

Due Diligence

Strategic product insights to inform growth-stage investments.

Strategy

Establishing a robust foundation for a successful exit-strategy

,

Integration

Execute across product, technology, organization and process

Transformation

Accelerate and extend your teams with deep operational expertise

Exit

Tech exit prep activities and sell-side due diligence 

Due Diligence

Elevate your tech investment strategy with our seasoned diligence advisory services, underpinned by a suite of sophisticated tools tailored to your investment thesis. Our approach sharpens decision-making, ensuring that every investment is a step towards greater success

Thesis Validation: Dive deep into the core of product-market fit, competitive landscape, and strategic roadmaps. Our validation process is meticulously designed to provide strategic insights that fuel both organic growth and astute inorganic investments. We specialize in evaluating the burgeoning digital landscape—Cloud, Data, and Generative AI—within the framework of your product’s current market alignment, competitive edge, and organizational readiness. With our guidance, transform your investment thesis into a blueprint for market leadership.

Strategy

In an era where digitization, scale-as-you-grow applications, subscription payment models and Artificial Intelligence are reshaping the market, private equity operators need to embrace change and find innovative ways of delivering the optimum exit valuation multiple. The rapidly evolving private equity landscape is driving a new wave of business model innovation across the technology asset class. Wingspan harness this transformative potential to accelerate change and amplify outcomes. Our team of seasoned operating partners and tech visionaries unite to foresee risks and seize opportunities, ensuring our clients are well-positioned to thrive in this dynamic environment.

Envision: In the realm of acquisitions or revitalizing distressed assets, it’s crucial to unite the leadership with a collective vision of what can be achieved. This ‘Art-of-the-Possible’ mindset is the foundation for setting Customer Experience Goals, defining desired Outcomes and Benefits, and establishing Success Metrics that resonate with all Stakeholders, all while leveraging the pivotal technology enablers that make these aspirations attainable.

NorthStar: This framework is your strategic ally, designed to unveil grand opportunities and synchronize your organization’s efforts towards a common pinnacle of success. It meticulously crafts a value-creation narrative that spans Sales, Marketing, Partnerships, Product Development, Engineering, and Operations, ensuring your investment thesis is not just persuasive but also within reach.

Co-Pilot: Your strategic navigators, enhancing your team’s prowess to turn visionary ideas into concrete achievements. With deep-rooted expertise in the software industry’s key domains—sales, marketing, partnerships, engineering, and operations—our Strategic Operators are dual-threat professionals: strategists with a builder’s zeal. They are the driving force that ensures your team’s focus, customer satisfaction, and seller motivation remain steadfast.

Integration

In the wake of a transaction, it’s crucial to mobilize swiftly with an actionable roadmap that aligns with your strategic impact and effort metrics. Wingspan is dedicated to weaving together your organization’s diverse technological fabric, ensuring seamless compatibility, uninterrupted business continuity, and the highest standards of data integrity.

100 Day Plan: Wingspan is committed to enhancing operational efficiencies right from the start. By eradicating redundancies, refining processes, and advancing your tech infrastructure, we lay the groundwork for scalable growth. Our foresight extends to crafting contingency strategies, equipping your business to navigate unforeseen challenges with confidence and resilience.

Tranformation

In the wake of a transaction, it’s crucial to mobilize swiftly with an actionable roadmap that aligns with your strategic impact and effort metrics. Wingspan is dedicated to weaving together your organization’s diverse technological fabric, ensuring seamless compatibility, uninterrupted business continuity, and the highest standards of data integrity.

Sales: In today’s competitive landscape, Wingspan revolutionizes the sales process by significantly shortening sales cycles, enabling your team to close deals faster and more efficiently. We facilitate territory expansion, breaking into new markets with ease and agility. Our innovative approach to discovery and self-service empowers customers to find solutions that best fit their needs, enhancing satisfaction and loyalty.

Marketing: Wingspan’s marketing strategies are designed to resonate with core audiences through value messaging that highlights the unique benefits of your offerings. We refine packaging and pricing to align with market demands and optimize revenue streams. Our digital lead generation tactics are tailored to capture high-quality prospects, fueling your sales pipeline with ready-to-convert leads.

Partner: Our partnership strategies are crafted to maximize synergies and drive mutual success. We enable co-selling with Hyperscalers to broaden reach and enhance offerings. Wingspan helps you leverage subsidies to gain competitive advantages and increase profitability. Additionally, we facilitate sell-through marketplaces, expanding your presence and accessibility in the digital ecosystem

Build: Wingspan’s product and engineering ethos is centered on harnessing data insights to inform strategic decisions and product enhancements. We seamlessly integrate new services such as AI/ML and analytics to keep you at the forefront of innovation. Our focus remains steadfast on differentiators that set your products apart in a crowded marketplace.

Run: With Net Retention Rates being an ever more important valuation consideration, Customer Success & Operations are central to the investment thesis. Wingspan is committed to lowering customer Total Cost of Ownership (TCO), whilst amplifying a value-rich experience. Our approach to right-shoring professional services and support guarantees optimal resource utilization and customer satisfaction, reinforcing the portfolio companies reputation as a customer-centric organization. 

Exit

Understanding the investor’s perspective is key to sell-side diligence. Our goal is to provide you with a clear lens through which potential investors will see your business, well in advance of any negotiations. By adopting a proactive stance on exit readiness, we empower your team to anticipate and resolve potential issues, crafting a persuasive narrative and strategic roadmap that will enhance your business’s value at the point of exit.

Readiness: Our comprehensive review spans the critical commercial, technical, and financial KPIs, tailored to the discerning eye of an investor. We deliver a report that not only assesses your current standing but also provides a prioritized action plan for improvements and identifies potential acquirers.

Sell-Side Due Diligence: We offer an in-depth, unbiased evaluation of your business’s technology, methodologies, and team, and how they align with your investment strategy. This thorough analysis ensures that you’re fully prepared for the investor’s scrutiny and positioned for optimal outcomes

Cloud in the Sky

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