Turn portfolio stagnation
into a premium exit.
A structured 9–18 month program that helps VC funds, PE funds and family offices across Switzerland and the DACH market achieve optimised valuations — combining operational value creation with disciplined exit execution.
The Challenge
VC funds face mounting exit pressure - with few actionable paths forward.
Portfolio companies stall. Fund lifetimes run short. Valuations disappoint. The window to execute a high-quality exit is narrow and most funds lack the internal bandwidth to manage it properly.
Funds approaching end of lifetime
Portfolio positions need to be resolved, but market conditions and readiness aren't aligned with investor timelines.
Valuations below expectations
Companies are viable but haven't been positioned for maximum buyer appeal. Untapped value levers remain unexecuted.
Exit readiness gaps
Due diligence simulations and institutional-grade documentation are typically missing — creating transaction risk.
Fragmented advisor landscape
Strategy, operations, and M&A execution sit in separate engagements with no integrated ownership of the exit outcome.
Our commitment
Within 9–18 months, we will
Increase portfolio company value
Grow EBITDA of the asset company
Build institutional-grade exit readiness
Establish buyer universe awareness
Actively influence valuation dynamics
Operationally execute the exit process
How It Works
A three-phase program from assessment to executed exit.
Value creation and exit preparation run in parallel — not sequentially. Every phase produces concrete, measurable outputs that directly support the transaction.
Phase 1
Assessment & Valuation
Identify the value levers that matter most and model realistic exit scenarios. The output is a clear, implementable roadmap — not a generic strategy deck. Fixed-price engagement, discountable if phases 2 & 3 proceed.
What you get
Identification of relevant value growth levers
Scenario-based valuation model
Clear, implementable exit & value creation roadmap
Phase 2
Value Creation & Execution
Deploy experts directly into functional areas and execute the defined revenue and cost actions. We actively position the company with target buyers while improving EBITDA — both running in parallel. Monthly retainer with milestone-based success fee.
What you get
EBITDA improvement track record
Buyer universe & positioning
Strategic exit positioning with target buyers
Operational reporting
Phase 3
Exit Execution
Run the full exit process end-to-end. We onboard the right M&A transaction partner, manage due diligence, and provide continuous sell-side support from first buyer contact through to final close and handover.
What you get
Exit readiness audit & buyer identification
Due diligence simulation & data room
M&A transaction partner onboarding
Full transaction support through close
Designed for
Who is this programme for?
Venture Capital funds with portfolio companies approaching exit horizon
Private Equity funds seeking structured value creation before divesting
Family Offices with growth assets ready for institutional exit process
Typical asset profile: CHF 10M–100M revenue · Exit horizon 12–36 months · Swiss or DACH market focus with international buyer universe
Total program duration: 9–18 months · Phases can be entered separately based on company stage
Commercial Structure
Our incentives are fully aligned with yours.
Our engagement model is designed so our economic upside is directly tied to yours — combining fixed-price transparency in assessment with milestone-based success fees in execution.
Fixed Price Assessment
Transparent assessment, clear deliverables
Cost
Fixed fee — discounted if phases 2 & 3 proceed
Duration
4–6 weeks
Output
Valuation model, value creation roadmap and implementation plan
Commitment
Phase only — no obligation to continue
Retainer & Success Fee
Our upside tied directly to yours
Cost
Monthly retainer + milestone-based success fee
Duration
9–16 months
Output
Operational execution, exit positioning and full transaction support through close
Commitment
Milestone-based — incentives fully aligned with exit outcome
Entry at Any Phase
Start where it makes sense for you
Who this suits
Companies closer to exit readiness can enter directly at phase 2 or 3
How it works
Each phase stands alone while building toward the full programme outcome
Why Value Creation Partners
Built specifically for this problem.
We combine deep PE and VC experience with hands-on operational execution — not typical for either category of advisor.
Extensive PE & VC Value Creation experience
We understand fund dynamics, LP reporting expectations, and what drives valuation — from both investor and operational perspectives.
Integrated value creation and exit execution
Strategy, operations, and M&A execution in one integrated engagement — no fragmented advisors, no coordination gaps.
Strong partners along the exit value chain
Our network of M&A advisors, legal counsel, and due diligence specialists means we deliver the full programme without coordination gaps.
Earlier involvement, higher success rate
Longer collaboration with founders and management teams means deeper context, faster execution, and materially better outcomes at exit.
Independent and unbiased
We bring an outside-in perspective and pragmatic solutions. Shareholder value and sustainable growth come first — always.
Our Partner Network
What our clients say
Let's talk about turning your portfolio stagnation into a premium exit.
Start with a no-obligation conversation.
We'll assess whether the Exit Execution Program is the right fit for your portfolio asset and share a preliminary view on value creation opportunities.