Monday, September 29, 2025

Five Experts Launches to Extend Value Creation Across Small and Mid-Sized Investment Firms

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Five Experts announced its official launch, introducing a value creation platform designed to help small and mid-sized private equity firms extend portfolio-wide support without building large internal operating teams. The platform also equips growth companies and experts with the structure, playbooks, and tools to deliver measurable results in the first five years of growth.

What Five Experts Offers

  • On-Demand Operators: Senior fractional leaders across revenue, finance, operations, customer success, AI, and technology — bookable hourly or for project-based engagements. While only a portion of our experts are visible publicly, Five maintains a larger vetted bench of operators, giving firms confidence they can tap specialized talent when needed.
  • Outcome-Based Value Levers: Over 100 structured playbooks, each 4–12 weeks, with clear KPIs, baselines, targets, and exit gates.
  • Portfolio-Wide Coverage: Extend support across multiple portfolio companies without adding permanent headcount. Investment firms and growth companies can save experts to an operating bench, creating a ready-to-deploy pool of talent tailored to their portfolio needs.
  • Expert Enablement: Experts gain training in value creation priorities, opportunities to join portfolio value teams, and seamless tools for scheduling, payments, and engagement.
  • Diagnostic Sessions: Five’s proprietary Volume–Velocity–Conversion (VVC) formula pinpoints the lever most likely to create near-term impact, delivering recommendations within 24 hours.

Also Read: Wellesley Asset Management Announces Acquisition of Halbert Wealth

Why It Matters

Private equity firms are navigating longer hold periods, slower exits, and increasing pressure to accelerate value creation. Growth companies often lack access to proven operators or repeatable frameworks, while many experts seek structured ways to scale their impact across multiple companies.

Five Experts bridges these gaps by offering a flexible, outcome-driven ecosystem that connects investment firms, growth companies, and operators through shared playbooks, measurable KPIs, and a consistent execution model.

Leadership Quote

“The first five years of growth define long-term success,” said Stephanie Quay, Founder & CEO of Five Experts. “With Five, firms no longer have to choose which portfolio companies get operating support — every company can access proven operators and more than 100 value creation playbooks. For growth companies, it means clarity and execution at critical moments. For experts, it’s a platform to expand their impact across multiple companies. Together, we’re building a more connected and scalable ecosystem for value creation.”

Source: BusinessWire

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