Research note · 15RockFiled · 2026-05-27
PE Operating Partner

Seven companies. Two hands.

From gathering to
deciding and doing.

Deal teams want a crisp thesis. LPs want proof of value creation. You're stuck gathering data. We flip your time split — same workflow engine the deal team runs, configured for the operating partner.

See 90-day plan example
Operating partner pipeline

CIM to 100-day plan — one auditable workflow

Source map every data room. Map every claim to evidence. Reviewer-loop the thesis. Ship the decision pack.

01

Source map

Map sources and universe

02

Claim engine

Map claims to evidence

03

Workflow engine

Apply your methodology

04

Draft output

Generate cited workpaper

05

Reviewer loop

Human validates

06

Strategy pack

Export shortlist · brief · board pack

Decision pack

100-day plan · Platform NewCo

Exportable · Cited · Audit-trailed

  • Value-creation thesiscomplete
  • 30-day quick winscomplete
  • 60-day org redesignin-review
  • 90-day GTM motionpending
Last reviewerOperating partner
Claim engine

Procurement consolidation across the platform yields $4.2M run-rate within 12 months.

Conf · high
  • Spend cube — vendor analysis[FY24]“Top 20 vendors account for 64% of indirect spend; 9 overlap targets identified.”
  • Operator transcript[Aug]“CFO confirms no LTAs blocking consolidation through FY25.”
Reviewer loopOperating partner

15Rock flips your time split:

from gathering to deciding and doing

Four workflows

Every deliverable the operating partner ships

Used by teams at

Built from hands-on use across investment firms, advisory and consulting teams, banks, and global enterprise teams.

A Big Four consulting firmA leading Canadian institutional investorGlobal banks & insurersGlobal enterprise & manufacturing teams
Common questions

What operating partners ask

Bring us one portco.
Get back a 90-day plan.

One free CIM Quick-Take or Procurement Quick-Win per fund. See the workflow live before you commit.

See a board pack
How it runs

How the workflow runs

Six terms you'll see across the product. Each maps to a concrete artifact, not a marketing concept.

Source map

Every trusted input — public data, private overlays, internal models, regulatory data — registered and verified before it can be cited.

Claim engine

Maps each assertion in a draft to the evidence span it came from. Unsupported claims surface before review.

Workflow engine

Your methodology — scoring rubric, peer logic, value-creation lens, and deliverable standard — running as a repeatable workflow, not a prompt.

Reviewer loop

Analyst review at the claim level. Approve, flag, or rewrite — every action recorded against the evidence.

Strategy pack

The output: shortlist, Value Scan, benchmark, brief, or board pack — every paragraph traceable to its source.

Audit trail

Every source ingestion, claim mapping, reviewer action, and export — captured and exportable with the artifact.

Start small

Most teams begin with one workflow, one source set, and one output.

Start a focused prototype