// Board · Operating Partner · Engagement Mode 02

Operating partner & board engagements — IT services, BFSI & AI

Operating-partner relationships with PE firms and founder boards scaling enterprise services portfolios. Value-creation playbooks, GTM diligence, BFSI account de-risking, alliance ecosystem build, AI-transformation positioning. P&L track record up to $180M across 10 firms.

// Currently building a stealth-mode venture at the intersection of AI · Data · Security.

Open conversation → See deal proof

// Where I add value

What I bring to a board seat

// 01 · GTM DILIGENCE

Pre-investment diligence on services targets

Pursuit-quality assessment, account-tier health, alliance defensibility, BFSI account concentration risk, and AI-services capability gap analysis. Honest reads on whether the GTM machine matches the deck.

// 02 · VALUE CREATION

Operator-grade value-creation oversight

Quarterly board contribution focused on the bookings → revenue → margin chain. Pursuit shape, account-tier discipline, alliance mix, GTM org design, and the commercial mechanics of multi-year managed services contracts.

// 03 · BFSI DE-RISKING

BFSI account portfolio de-risking

Many services portcos have 1–2 BFSI accounts that drive disproportionate revenue and risk. I've sat inside those accounts at Citibank, BlackRock, BNY Mellon, Goldman Sachs and Schroders — and know how to read the relationship signals before they hit the P&L.

// 04 · AI POSITIONING

AI-services positioning & pricing

Most services portcos are still selling AI as a feature line. The board contribution is helping the CEO and CRO reposition the entire delivery factory — Co-Pilot, Squad Models, AI-augmented tickets — and rethink pricing in a margin-compressed era.

// How I show up

Operating cadence

Quarterly board, monthly CEO 1:1

Standard board cadence with the CEO between meetings on live commercial questions — shaped by pursuit calendar, not artificial schedule.

Independent read on the GTM dashboard

A separate read on bookings quality, pipeline health, account tier signals, alliance attach — often the lens missing from a finance-led board pack.

Pursuit-level intervention when warranted

For top-3 strategic pursuits or named-account turnarounds, willing to step in for a working session — not just a board comment.

Talent introductions where useful

A network of CROs, BFSI account leaders, alliance heads, and GCC operators built over 25+ years — used selectively to fill specific gaps.

Exit or scale-up posture work

Liquidhub-style exit prep (~3× revenue exit experience) or category-leadership scale-up shaping — depending on the thesis.

Honest, written, on-the-record

Board contributions go in writing as well as in the room. PE sponsors and CEOs both deserve a read they can quote later.

// Track record relevant to a board

Selected proof — commercial design

// EXIT MULTIPLE Liquidhub → Capgemini Capgemini · 2017–18 Contributed to Liquidhub's sale to Capgemini at ~3× revenue. Built CX and data intelligence portfolio of $60M; led restructuring impacting $1B Sogeti business.

// COST-TO-PROFIT YTL / YES + 1BestariNet Xchanging · 2012–13 · Malaysia JV-led greenfield national 4G build. Investment-recovery plan: 18 months. Profitability: 6. Anchored by national education-platform win.

// PORTFOLIO SCALE Tech Mahindra Hi-Tech & Telco BU 2016–17 Grew BU from $130M to $180M in a single year. Won EMC managed-services deal at $120M / 3 years displacing top-5 incumbent.

// 4× GROWTH Ness — Hi-Tech & Retail 2013–16 Grew portfolio from $17M to $70M (~4×). Digital supply chain for big-box retailer delivered $39M client savings, +5% EBITDA, 26% delay reduction.

// NEW CATEGORY Marlabs — Digital Services 2018–21 Built new $40M / $80M TCV digital services portfolio from scratch — including AI supply chain ($9M), Pharma BOT ($15M savings), 5-year roadmap for $10BN client.

// CAPITAL RAISE Cygnet · President US 2021–23 100% portfolio growth, two large ODC deals doubling business to $30M TCV, OCR acquisition, capital raised at ~2× valuation in 9 months.

Right time for a conversation?

Brief on the firm, the portfolio, and the thesis. I'll come back the same week with a candid view on whether I can add value — and whether the timing aligns with the venture I'm building.

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