For operating partners & portfolio CFOs

Make commercial-value control repeatable across the portfolio.

Acquisitions create economic complexity faster than systems converge. TermDelta applies one evidence and attribution standard while letting each business keep control of its systems and decisions.

PORTFOLIO MOTIONProve once. Adapt carefully. Scale selectively.

Start with one company and one value pool. Expand only after an approved result and a reusable data pattern.

Value-creation fit

Commercial leakage sits between familiar workstreams.

PROCUREMENT

Supplier economics

Rebates, terms compliance, freight, credits, duplicate payments, and buying fragmentation.

PRICING

Revenue realization

Approved schedules, escalators, overrides, pass-through, discount logic, and branch variance.

INTEGRATION

Post-close controls

Entity crosswalks, inherited contracts, ERP variance, ownership gaps, and inconsistent definitions.

CASH

Working-capital evidence

Credits, deductions, claims, aging, unapplied cash, and recoverability workflows.

Deployment sequence

Do not sell “portfolio-wide” before earning the template.

  1. 01

    Lighthouse diagnostic

    Select one company with a committed CFO, concentrated spend or revenue, accessible terms, and practical exports.

  2. 02

    Validate realization

    Move approved opportunities through recovery or prevention and document attribution, effort, cycle time, and controls.

  3. 03

    Package the playbook

    Standardize the field map, hypotheses, security artifacts, roles, decision gates, and operating cadence.

  4. 04

    Screen the portfolio

    Rank companies by economic exposure, data readiness, owner strength, system complexity, and expected time to value.

  5. 05

    Expand selectively

    Deploy where the evidence suggests value, not where a top-down rollout plan happens to point.

Operating-partner view

Measure a value program without overstating it.

Potential value

Model-supported exception value awaiting owner review.

Accepted value

Customer owners agree the term, transaction, calculation, and action are valid.

Realized recovery

Approved cash, credit, or other agreed economic benefit actually received.

Prevented value

Prospective benefit under an agreed baseline, control change, and measurement window.

Run-rate / EBITDA treatment

Determined by the company and its accounting, finance, tax, and deal advisers—not by TermDelta.

Lighthouse scorecard

The best first company is not necessarily the largest.

Economic concentration
Term complexity
Data accessibility
CFO sponsorship
Recovery ownership

Illustrative selection logic only. A real scorecard is jointly defined and does not predict recovery.

One company first

Choose a lighthouse where an approved result can become a portfolio capability.

The fit review maps the first company, value perimeter, sponsor, data path, and what would make the template reusable.

Request a confidential fit review