DeFonseka offers Team as a Service (TaaS), serving Family Offices, Investors, and Stakeholders as Owners Representatives. As a trusted advocate and liaison, we ensure seamless project execution by aligning stakeholder interests, protecting investments, and upholding the highest standards of transparency and integrity. We take full ownership of our work product and all deliverables, ensuring accountability at every stage.

Team as a Service (TaaS) for Private Equity Firms

Engagement Model: TaaS provides a dedicated, flexible team that seamlessly integrates into a PE firm's operations, acting as an extension of its internal capabilities.

Focus: Unlike traditional consulting, the TaaS model is execution-oriented, supporting ongoing and evolving needs such as portfolio company management, operational transformation, and deal sourcing.

Execution-Oriented Approach: TaaS teams are actively involved in implementation, working hands-on to drive results rather than simply providing recommendations.

Duration & Scalability: The model offers long-term engagement or on-demand support, allowing PE firms to scale resources efficiently based on deal flow and portfolio demands.

Examples of TaaS Teams:

• Financial Analysts: Provide due diligence, valuation, and financial modeling support.

• Operational Specialists: Drive performance improvements and streamline portfolio company operations.

• M&A Support Professionals: Assist in sourcing, evaluating, and executing transactions.

By leveraging TaaS, PE firms gain a cost-effective, high-impact resource to enhance their investment and operational capabilities.

We begin with Discovery

We begin with a Discovery phase which mutually define key performance indicators (KPIs), establish budgets and timeline, and Objectives and Key results (OKRs).

We also coordinate efforts across all stakeholders including internal teams, vendors, and contractors.Execute in 90 day sprints

Execution in 90 day Sprints

Sprint 90 delivers tailored solutions structured into 90-day sprints. This iterative approach fosters trust among team members, sets clear expectations, and allows for tactical adjustments if objectives are not met. Our weekly cadence is data driven focused on results.

DeFonseka empowers stakeholders by adding expertise and capacity, necessary to achieve the desired results. Our client-centric philosophy, we enhance our clients' capabilities, providing the support and resources needed to drive success and deliver measurable outcomes.

Strategic Alignment

Our expertise includes Strategic Alignment—a vital process that transforms strategic visions into actionable plans. DeFonseka bridges the gap between strategy development and execution. Strategic Alignment ensures the alignment of resources, teams, and processes, enabling effective management, continuous monitoring, and adaptability to market changes while delivering measurable results.

Key Components of SEM

1. Strategic Planning

   • Develop clear, measurable goals aligned with the organization’s vision and mission.

   • Define key performance indicators (KPIs) to track progress.

2. Execution Framework

   • Create structured workflows and processes for implementing strategies.

   • Assign responsibilities and establish accountability across teams.

3. Alignment

   • Ensure all levels of the organization understand and are aligned with strategic priorities.

   • Foster communication and collaboration to integrate efforts.

4. Resource Management

   • Allocate financial, human, and technological resources effectively.

   • Identify and address resource gaps.

5. Performance Monitoring

   • Use dashboards and reporting tools to track progress against KPIs.

   • Identify and address variances in performance.

6. Adaptation and Learning

   • Conduct regular reviews to evaluate the effectiveness of execution.

   • Incorporate lessons learned into future strategies.

7. Technology Enablement

   • Leverage tools such as project management software, business intelligence platforms, and workflow automation to enhance efficiency.

   Benefits of SEM

• Improved Clarity: Teams have a clear understanding of goals and their roles.

• Increased Accountability: Defined responsibilities enhance ownership and execution quality.

• Enhanced Agility: Organizations can quickly respond to changes in the environment or strategy.

• Optimized Performance: Continuous monitoring ensures alignment and goal achievement.

SEM Tools and Techniques

• OKRs (Objectives and Key Results)

• Balanced Scorecard

• Gantt Charts for project management

• Software solutions like Monday.com, Asana, or Smartsheet for tracking and collaboration