Value Creation for Technology and Data Companies at Critical Growth Moments

At Waymark Operating Partners, we help investors, boards and executive teams create value from operations by delivering operational excellence, commercial success and growth. Our value creation expertise sits within founder led, VC and PE-backed financial services, data, analytics, identity, supply chain and risk & compliance businesses.

Our experienced CEO-led team will help you through key decision-making points such as investments, new leaders, growth, M&A and integration, and getting ready for exit.

Delivery With Impact

  • From growth plans to operating results.

    We start by understanding the KPIs that drive value in your business (Retention, Pipeline, Pricing & Margin) and help you overcome the barriers to growth and make the changes to your go-to-market, products and people to create value.This will help your management team to improve their execution and commercial success, while ensuring the right investments are made to your products.

    Typical engagements include:

    •  100-day value creation plans

    •  Go-to-market and commercial transformation

    •  Pricing and retention improvements

    •  Product and data strategy

    •  Executive and organizational design

    •  KPIs and operating rhythm

  • We help investors understand opportunities from an operator perspective. Our commercial and operational due diligence looks at growth, revenue quality, retention, product & technology risk, competitive position, data assets and integration costs.

    As we’re operator focused, we can continue to support post-deal to help your management team deliver the value creation plan we have helped them to develop.

    Focus areas include:

    •  Commercial and operational due diligence

    •  Revenue quality assessment

    •  Product and technology evaluation

    •  Data asset assessment

    •  Integration planning and risk analysis

    •  Value creation opportunity identification

  • We provide experienced leadership for businesses when they need it. We act as interim/fractional CEO, COO, CRO, Chief Product Officer (CPO) and CMO to help through change in leadership, growth, integration, restructuring and turnaround. We focus on bringing discipline, creating accountability, and improving execution and delivery.

    We run businesses with a strong operating rhythm and clear focus on driving the right priorities. We ensure we communicate with sponsors, boards and stakeholders with transparency and no surprises.

    Common engagements include:

    •  Interim CEO leadership

    •  Fractional COO and operational leadership

    •  Commercial and revenue leadership

    •  Product leadership and transformation

    •  Post-acquisition integration support

    •  Turnaround and performance improvement initiatives

Why Waymark?

  • Our leadership team includes a two-time CEO who has built and grown numerous technology, data, analytics, risk, and identity businesses (over 20 years).

    Our experience includes leading PE/VC backed businesses, raising institutional capital, integrating acquisitions and leading high-scale growth businesses. We deliver valuable insights based on real world experience.

  • Our team understands the market landscape for financial services, supply chain, identity, risk and compliance. We understand how your clients behave, the competition, data landscape and regulations.

  • We work with the same discipline you would expect. All our engagements are designed to drive value within your business through growing your KPIs (growth, retention, margin expansion), improving execution, leadership and being set up for exit. We speak the language of value creation plans, operational reviews and board reporting.

    • Two-time CEO of PE- and VC-backed companies

    • Led a $650M ARR risk intelligence portfolio

    • Raised institutional growth capital

    • Sourced and integrated acquisitions

    • Built and scaled businesses across data, analytics, identity, risk and compliance markets