For Investors & Board Members

Retention risk is capital risk.

Portfolio companies with structured retention governance show stronger NRR, cleaner cohort economics, and more predictable paths to efficient growth. We install that infrastructure.

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The companies that govern retention
outperform the ones that don't.

NRR

Net revenue retention is the signal

Companies with NRR above 110% command 2–3x revenue multiples at exit. Yet most Seed–Series B companies don't have the infrastructure to measure it accurately, let alone govern it.

CAC

Churn inflates acquisition cost

Every dollar spent acquiring a customer that churns is capital wasted. Retention governance doesn't just reduce churn—it improves the ROI of every growth dollar you've deployed.

LTV

Lifetime value drives valuations

Investors price LTV/CAC ratios. Companies without retention governance are structurally undervaluing their customers and leaving expansion revenue on the table.

Portfolio Impact

What changes when retention
is governed at the leadership level.

Retention Operating System

We work directly with portfolio company leadership to install a four-layer retention governance system:

  • Behavioural health scoring and risk mapping
  • Retention segmentation by risk profile
  • Executive dashboards for leadership visibility
  • Governance cadence with intervention playbooks

Simple model. Measurable outcomes.

We engage with portfolio companies through a two-step model designed for speed and strategic depth.

1

Recommend a Diagnostic

Point us at a portfolio company experiencing churn pressure. We run a structured diagnostic that maps retention risk and delivers a governance blueprint.

2

Governance Retainer

For companies ready to scale, we stay on as ongoing retention governance advisors—embedded in the leadership cadence, quarter after quarter.

3

Portfolio-Wide Approach

We can work across multiple portfolio companies with preferred terms. One relationship, consistent methodology, scalable impact.

Let's discuss how retention governance
strengthens your portfolio.

Whether you have one company with a churn problem or a portfolio that needs retention infrastructure, we should talk.

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