CXN Advisory

About CXN Advisory

No serious investor would put money into a company without doing a quality of earnings report. They wouldn't close an investment in a SaaS company without a full IT audit. So why would you, as an investor, not do full diligence on a company's leadership team until after a deal is closed? Ask PE professionals the biggest difference in whether a deal goes well or whether it ends up a zombie and tanks an entire whole fund. They'll tell you: It's the management team. CXN's proprietary "Power 10 Process" (P10P) assesses the strengths and internal alignment of a leadership team for potential investors – and provides a roadmap for executing against key priorities: 1️⃣ We build relational trust through detailed one-on-one interviews with management team, securing their buy-in to the goal setting process. 2️⃣ We go onsite and around the conference table, using our proprietary Tentpole Leadership framework to assess interpersonal dynamics as the team wrestles with internal alignment and fundamental business issues -- and signs off on a 12-month plan. 3️⃣ We use an industry leading five-factor personality assessment as a quantitative baseline and layer that into our observations. Investors get a full report on the team and they and their management teams get a roadmap of the first 12 months of goal setting and execution, using our proprietary Mileposts adaptation of OKRs, designed for growth-stage businesses. 🌟"We tried a few variations of goal setting, always with mixed management buy-in and results. CXN was a steady outside hand that built team buy-in and led us to a clear set of annual goals to drive the financial objectives we have outlined with our investors.” – Sam Fleder, COO, PSPDFKit Want to get started? Email tim@cxnadvisory.com or book time via Calendly to learn more: https://calendly.com/tim-cxnadvisory

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