
You See the Potential.
Now Accelerate the Value.
Your investment thesis is clear. Your window to create value is limited. Connect rapid 80/20 EBITDA expansion with the organization, ownership and execution it requires.
The Investment Thesis Is Clear. The Path to Execution Often Isn’t.
Potential does not become enterprise value through another list of initiatives. It needs an operating organization built to deliver.
- EBITDA expansion
- Slow execution delays the value
- Scaling
- Complexity grows faster than capacity
- Operating leverage
- Inefficient value streams consume the upside
- Accountability
- Unclear roles leave decisions waiting
- Predictable value
- Disconnected initiatives dilute the thesis
Your Investment Thesis Deserves an Execution Advantage.
You set the thesis and the ambition. Compass works alongside you and portfolio leadership to connect the critical value-creation decisions with the work, roles and execution beneath them.
- 80/20 focusThe vital few opportunities—not every possible initiative.
- Rapid clean-sheet organization designBuild around the work the thesis demands.
- Breakthrough executionMobilize parallel work without bypassing critical decisions.
Crash the Critical Path
to EBITDA Expansion
Your thesis, translated into one connected path to value—built on the proven Compass approach, not a new framework.
Critical 80/20 EBITDA
Focus the investment thesis on the vital few EBITDA opportunities. Preserve the decisions that determine value.
Draws on: Strategic Intent · FTB 80/20
Preserve the Critical Decisions. Eliminate the Waiting. Accelerate the Value.
See the approach behind itA focused first 90 days.
Move from opportunity to mobilized execution with a proposed 90-day working cadence, scoped to the company’s readiness and priorities.
- DAYS 1–15
Opportunity map
Frame the thesis, surface the vital few opportunities and agree where evidence is needed.
- DAYS 16–30
Clean-sheet blueprint
Connect value streams, organization design, decision rights and accountable owners.
- DAYS 31–60
Mobilized parallel execution
Launch ready workstreams together, manage dependencies and resolve critical decisions.
- DAYS 61–90
Value creation scorecard
Review agreed operating and financial evidence, ownership and the next ARC cycle.
How the first 90 days work
Begin with the thesis and the evidence.
Agree the opportunity, operating baseline, leadership sponsorship and scope before mobilizing. The first 90 days connect your opportunity map, clean-sheet blueprint, parallel workstreams and value scorecard; timing and deliverables are agreed to fit the situation.
Schedule a Value Creation Conversation — opens the booking calendar in a new tabAn intended working cadence, not a guarantee of EBITDA improvement, investment return or completion within 90 days.
More Than EBITDA Improvement. An Organization Built to Deliver It.
Investment committee readiness starts with a coherent line of sight: thesis, operating priorities, accountable leaders and evidence of execution.
Faster Execution.
Greater Operating Leverage.
Sustainable Enterprise Value.
The ambition is an organization that can sustain progress—not a short-lived project push. ARC keeps evidence, learning and renewal connected to the thesis.
Desired outcomes depend on context, implementation and market conditions; they are not promised financial results.
Your Investment Thesis Has a Clock.
Discuss the thesis, the operating reality and the critical path to value. Start with a conversation—not a commitment to a program.
Compass Performance, Inc.
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