Sync-Align.

Organizational intelligence that accelerates value creation
"Sync-Align helped us turn a leadership transition into an opportunity to reset and accelerate. It gave us a clear view of where we were strong, where we needed to improve, and—most importantly—where we needed to align. It helped turn that alignment into action, shaping new ways of working and a sharper execution framework to accelerate growth."
Ben ChrnelichChief Executive Officer, Symphony
DiligencePost-closeTransformationExit planningPortfolio visibility

You stumble because of potholes you never saw. Passive resistance, trapped knowledge, unseen perspectives, leaders aligned in words only, an inability to make the hard choices and focus. All of this information already exists inside your organization — you need it to run the org effectively. Leadership structure, more meetings, and more data will not solve the issue.

You lack transparency into the second level.

The team dynamic is only surface aligned.

You haven't made the hard choices to execute.

Result: you stall, can't accelerate, leaders are transitioned
The visibility problem
Sponsor CEO Leadership team Director level
The solution
Assess

Surfaces deep internal viewpoints against the individual investment thesis — not "peer benchmarks"

Sync

Facilitated alignment sessions that drive clarity and sync findings

Execute

Creates alignment tools to run the business — not a 25-slide deck

The collective knowledge of the org in the CEO's hands — aligned to the outcomes.

We Sync your organization intelligence to give you the visibility and overall view that fast-forwards decision making and alignment. You can move fast because you're moving with the collective intelligence of the organization connected to your plan.

What the CEO gets

A clear-eyed view of the org that comes with collective buy-in about what to do about it.

We turn intelligence into action. We see clear strengths and clear risks, we surface clear options and form them into a view that drives prioritization and action.

Execution Roadmap

Priority → Clarify → Monitor
Priority
  • GTM model clarity and team role definition
  • Disciplined pricing & deal approval process
  • Customer feedback loop into product & ops
Clarify
  • Strategic priorities reinforced in decision-making
  • Leadership accountability across functions
  • Cultural health & engagement signals
Monitor
  • Operating cadence & meeting discipline
  • Retention in critical roles
  • Financial reporting & governance rhythm
How the process works.

A facilitated strategic process, not a report. Lightweight, heavy impact.

A two-week, senior-led process that aligns PE-backed leadership teams to the investment thesis and the priorities that move it. Sync-Align is a senior-facilitated process, measured against your investment thesis, not peer benchmarks, that leaves the team with an operating system they actually run — in two weeks.

The result

Clear Execution mandate

"As a new CEO, Sync-Align gave me a fast, clear read on the strengths and weaknesses of the business, including important issues that could have held us back. More importantly, it moved us quickly past debate to a solution mindset and is driving alignment around a few crucial priorities."
Trey LoughranChief Executive Officer, ACA GroupPE-backed RegTech & GRC portfolio company
What we will do and when (and what we won't do) — five clear value drivers, supported by multiple levels in the organization
Q1Q2Q3Q4
Pricing Optimization
Customer Retention
Customer Expansion
Revenue Growth Operations
Operational Efficiency
Not doing
Market Expansion · Product Expansion · M&A Strategy & Integration
How we measure

Measured against your investment thesis, not peer benchmarks.

Three levels of engagement

Two weeks to an aligned team and a sequenced operating plan.

Every engagement begins with the same two-week, senior-facilitated process: diagnosis, alignment, and the sequenced operating plan. The tiers differ in how deep the read on the leadership team goes and whether alignment is driven to decision on site.

Sync-Align Engagement
2 weeks · light-touch
Strength & risk ranking, prioritization roadmap, and the sequenced operating plan.
+ Leader 1-on-1s
3 weeks · targeted
Everything in Tier 01, plus structured one-on-ones across the leadership team and a clear-eyed read on fit against the investment thesis.
+ Offsite Facilitation
Full engagement
Everything in Tier 02, plus on-site facilitation through to alignment and committed decisions, with OKRs set under Act.
Sustain — the recurring layer
Four board-timed half-day re-syncs. On request.

A 20-minute call is usually enough to establish whether the engagement fits where the portfolio company is today.

Request a walkthrough → Download the one-pager ↓
scott@sync-exec.com · 202.538.1348
sync-align.com · syncexecutivepartners.com