Operating depth your portcos need. Target intelligence your IC deserves.
We give mid-market funds and family offices senior CFO/COO leadership inside their portfolio companies — and AI-native target screening that turns thesis into IC-ready output in days, not months.
Mid-market PE • Lower-middle-market funds • Single-family offices. US, UK, Canada.
Built for funds that build, not just pick.
GPs running buy-and-build
Qualifying targets at fund pace without burning a year of analyst capacity.
Funds approaching exit
Institutionalizing portcos so the story holds up under buyer diligence.
Family offices deploying direct
Senior operating muscle and outside-in screening without standing up an in-house ops team.
Two tracks. One partner.
Target Intelligence (sc0red™ + TRJ)
For ICs and platform teams. We translate your thesis into a digital screening engine, profile thousands of targets in hours, and return IC-ready diagnostic packs on the highest-fit candidates — financial profile, business-model risk, management read, competitive map. Capital readiness, not flattery.
Portfolio C-Suite Advisory
For portcos at inflection points. We embed senior CFOs and COOs into your companies for the moments that move exit value: institutionalizing financials, scaling operations, repairing a stalled growth engine, preparing for a sell-side process. Operators who’ve sat in the seat — not consultants reading from a deck.
You should call us if…
Your portcos are pursuing buy-and-build and you need a thesis-driven qualification engine that works at fund pace.
A portco is 12–18 months from exit and the financial story isn’t yet institutional-grade.
You’re bandwidth-constrained at the fund level and need senior operators on call for portco interventions.
You need consistent intelligence across multiple portfolio companies in parallel — without rebuilding the wheel for each.
Your direct-investing family office wants screening rigor without staffing an in-house deal team.
Three ways to work with us.
Per-thesis screen + IC pack
One-time, fixed-scope deliverable.
Embedded fractional CFO/COO
Ongoing mandate inside a specific portco.
Fund-level retainer
Recurring screens, standing C-suite availability, periodic thesis benchmarking across the portfolio.
Common questions.
Twenty-five minutes is enough to know if this fits.
Pick a time below for a call with a TRJ partner — or send a one-paragraph mandate brief and we’ll come back within one business day.