STRATA inside Post-PE Acquisition Integration Sprint
STRATA inside post-PE acquisition. The five things costing you that cost newly acquired portfolios recoverable performance in the first ninety days.
Tools we work with: Salesforce, NetSuite, HubSpot, Microsoft Dynamics, Vertical-specific systems by acquired entity
About STRATA
STRATA installs AI inside the business you already built. We work inside your existing tools (CRM, AMS, PMS, scheduling). The customers you paid for, working for you again. The hours your team lost, given back. The Revenue Audit is $5,000 to $25,000, sized to the recoverable number we find in your data.
What's costing you right now
The specific things leaking revenue in your operation.
- 01
Non-standardized operations across the acquired portfolio
Each acquired company runs its own CRM, AMS, PMS, or ERP, and reports performance in a different shape. The portfolio-level COO is asked to make decisions on data that is three to fifteen days stale. Internal Reporting standardizes the data flow without forcing a system-of-record swap at the unit level.
- 02
Document processing across the legacy systems of record
Each acquired company has its own document-intake workflow. Some are good; most are manual. Document Processing closes the keystroke loop at the entity that has the largest opportunity without forcing the others to change.
- 03
Operating-leak inventory across the portfolio
Lapsed renewals, dormant customer reactivation, after-hours capture, and reporting drag exist at every unit. Sprint sizing produces a portfolio-wide leak inventory inside the first thirty days and a prioritized installation plan.
- 04
AI pilots inherited from the prior owner that did not reach production
The selling-side often includes a list of in-flight AI initiatives. Most are pilots that produced a demo and never installed. The Sprint inventories the inherited investments and recommends keep-or-kill against the production-readiness criteria.
- 05
Reporting against the sponsor thesis
The investment thesis assumed specific operating improvements. The Sprint maps the recoverable revenue against the thesis and produces sponsor-ready reporting on cycle time, attach rate, and operating margin lift.
The Revenue Audit
Know your number before you commit to anything.
Fifteen minutes against your data. We calculate the specific dollar figure of recoverable revenue from your post-pe acquisition integration sprint operation. The audit runs $5,000 to $25,000 depending on the depth of your business; our fee is sized to the number we find.
- 01A specific dollar figure of recoverable revenue, calculated against your own data.
- 02A diagnosis named in plain English, specific to your business.
- 03A reference conversation with another owner who has been through this.
- 04A fee sized to the number we found, or an honest answer about why this is not for you.
What we install
Six systems. Installed in sequence inside the tools you already use.
Layer 1
Revenue Recovery
Turn customers you already paid for into active revenue.
The database you already built, working for you again. No new ad spend, no new acquisition cost.
Layer 1
Speed-to-Lead
Your first call arrives before your competitor's. Every time.
The two-to-seventy-two-hour gap that costs the deal to whoever picked up first, closed in seconds.
Layer 2
Document Processing
Your team stops working through lunch.
Manual data entry that costs your team four-plus hours a week, gone. PDFs, emails, intake forms, faxes, handled.
Layer 3
Follow-Up Automation
Every lead followed up. Without you chasing your team.
The sequences you planned, but never executed at scale, run automatically against every contact.
Layer 4
Internal Reporting
Monday morning shouldn't cost you Sunday night.
Your Monday report compiled overnight. No more stitching numbers from five different tools every week.
Pre-entry
The Revenue Audit
Know your number before you commit to anything.
Fifteen minutes against your data. A specific dollar figure of recoverable revenue. $5,000 to $25,000.
Questions before you book
What owners in your industry ask first.
A portfolio-wide operating-leak inventory, a prioritized installation roadmap, and the first Layer 1 install at the entity with the largest recoverable book.
The Sprint is $25,000 to $50,000 one-time against the portfolio audit plus a $10,000+ monthly retainer against the installation work. The audit cost is rolled against the recoverable revenue figure; our fee is sized to the figure per the standard Performance Guarantee.
No. STRATA installs against the existing systems of record at each entity. Migration is a separate decision that the Sprint informs but does not require.
The Sprint kickoff includes a working session with the deal team to map the operating leaks against the investment thesis. Reporting cadence is set against the LP-update cycle.
A list of the acquired entities, their systems of record, the sponsor thesis summary, and one or two operational pain points the deal team flagged in diligence.
How we work
Three promises that govern every engagement.
The Performance Guarantee
If we don't recover more revenue than our fee inside the first 60 days, we stop billing until we do.
An Honest Answer
If the audit shows the numbers don't justify the work, we tell you on the call. We'd rather walk away than waste your time and money.
Month-to-month
The first 90 days are month-to-month. No long contract up front. Longer commitments are earned by what we deliver.
STRATA inside Post-PE Acquisition Integration Sprint
Your recoverable revenue is a specific number.
We calculate it from your post-pe acquisition integration sprint data in fifteen minutes.
Performance Guarantee. Honest answer on the call. Month-to-month.