Novo Advisors builds durable commercial systems for Venture and PE-backed companies that need more than a plan — they need execution. Our experienced team works directly alongside leadership and sponsors to stabilize performance, sharpen go-to-market motion, strengthen financial controls, redesign organizational structures, and apply AI-enabled efficiencies that move the business toward a credible, defensible exit.
Our Value Creation practice is built for moments where stability is central to the investment thesis — where operational friction limits results, financial visibility is inconsistent, and execution risk is high. This work spans commercial, financial, operational, and organizational levers — because value creation is rarely a single-function problem.
Value Creation engagements are frequently paired with turnaround and restructuring and performance improvement work to assess commercial viability and establish a forecastable route to market. The goal is always the same: protect capital first and create optionality for exit second.
At Novo Advisors, we take a modern approach to value creation through pairing proven methodologies and an embedded client-centric touch alongside today's technologies and accelerators — enabling greater fluidity, efficiency, and forward-looking capability without losing sight of fundamentals we know work.
Common business conditions include:
Novo Advisors delivers Value Creation through coordinated execution across commercial, financial, operational, and organizational levers. Our focus is stabilizing performance, restoring visibility and control, and creating a credible path to transaction, exit, or growth.
Align structure, roles, incentives, and decision rights to eliminate friction and accelerate performance. Provide interim or embedded executive coverage where leadership gaps exist, including the Office of CHRO.
Improve forecasting rigor, margin discipline, working capital visibility, liquidity, pricing logic, and board-ready financial reporting, including 13-week rolling forecasting that supports transaction or refinancing readiness.
Translate the investment thesis into a sequenced 100-day plan with clear ownership, milestones, KPIs, and governance rhythms — so execution begins on day one.
Align ICPs, value proposition distribution pricing, channels, product focus, and sales motions so teams execute consistently and revenue becomes more predictable.
Design RevOps systems that align Marketing, Sales, Customer Success, and Finance around shared definitions, pipeline discipline, forecasting rigor, and accountable execution.
Improve onboarding, retention, renewal, and expansion through aligned operating systems that protect and grow customer lifetime value.
Ensure technology investments, product strategies, and innovation initiatives translate into measurable revenue, scalability, enterprise value, and EBITA.
Provide senior, embedded CRO leadership for PE-backed companies navigating distressed conditions, lender pressure, covenant strain, or operational crisis. We stabilize the business, lead stakeholder communications, and execute a structured path to recovery — protecting enterprise value when execution risk is highest.
Close performance gaps, restore financial visibility, and align the operating model — then translate that stability into a transaction-ready business. We move from recovery to exit preparation in a single, continuous engagement so sponsors enter a sale, recap, or refinancing with credibility and control.
Establish program management discipline, cross-functional alignment, and execution cadence to ensure initiatives deliver measurable outcomes — not just activity.
Support integration planning, operating model alignment, system harmonization, and synergy tracking to protect deal value through and after close.
Apply AI as operational infrastructure across forecasting, prioritization, productivity, and force multiplication, customer insights, and reporting — enhancing speed and control without disrupting the business.
Novo Advisors collaborated with the CEO and CFO, and built a strategy everyone could believe in.”
