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Strategic Advisory
Operator-grade judgment for high-stakes calls. Growth strategy, go-to-market, revenue operations, pre-raise prep, transaction readiness. The kind of thinking we used to do from the inside, available before you commit.
Operator-Led Intelligence · Private Equity · SaaS
We work with private equity firms and the operators inside their portfolios. The job is finding what's hiding in the numbers, before a critical decision turns expensive.
The Pattern
The difference was never talent. It was visibility.
For decades, we built and exited SaaS, cloud, and payments businesses. Three IPOs. Hundreds of millions in ARR. Time across the table from boards, founders, investors, operators. Through growth phases, through turnarounds, through the weeks before exit.
That experience taught us one thing most people learn too late.
The numbers on the page and the economics inside the business are often two different stories. Revenue growing. EBITDA looking solid. Management confident. Underneath, costs allocated the wrong way. Margins no one can clearly explain. Data fragmented across systems that were never built to talk to each other.
Other companies had less hype and stronger foundations. Cleaner operations. Better discipline. Better decisions.
The businesses that struggled were not run by bad people. They were run by smart people making consequential decisions on information that was delayed or quietly distorted by the systems producing it.
We built SharedVentures to fix that.
How We Work
SharedVentures is not the advisory firm that shows up, delivers a deck, and disappears. We work alongside investors, operating partners, and CFOs at the moments when getting it wrong is expensive.
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Operator-grade judgment for high-stakes calls. Growth strategy, go-to-market, revenue operations, pre-raise prep, transaction readiness. The kind of thinking we used to do from the inside, available before you commit.
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We pressure-test what management is presenting against what's actually happening inside the business. Revenue quality, cost structure, margin sustainability, operational risk. We find what standard diligence misses.
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Productized · Now LiveAn AI platform that shows you the gap between what a portfolio company reports and what it's actually producing. Built for PE operating partners and PortCo CFOs who would rather find the problem early than answer for it later.
Explore ValenceA SharedVentures Company · Valence
Across SaaS companies and private equity portfolios, we kept seeing the same expensive problem. EBITDA reported correctly on paper. EBITDA distorted in practice. Cost creep. Bad allocations. Pricing drift. Services revenue masking product weakness. Systems that could not reconcile.
No leadership team sets out to quietly lose millions. It still happens every day.
Valence was built to find those distortions early, put a real dollar figure on them, and put the picture in front of investors and operators before diligence does.
"Valence pairs AI-driven analytics with operator-grade financial review. It finds EBITDA leakage and value left on the table. Fast."
Flat fee assessment
$25,000
If we don't find at least $500K in recoverable EBITDA, you don't pay.
About
Lou Cofini
Founder, SharedVentures & Valence
The Story
I spent decades inside SaaS, cloud, and payments businesses, working revenue, finance, and corporate development. Three IPOs. Complex enterprise deals. Integrated payments strategies. Revenue organizations scaled from early traction to hundreds of millions in ARR.
Most of that time I was in the middle of growth, not observing it from the outside.
That experience shapes how SharedVentures works. We are not consultants theorizing from the outside. We are operators who lived inside the same problems, made the same calls under pressure, and learned to read the numbers behind the numbers.
I usually get the call when growth is slowing or going unpredictable. When a sales engine is broken. When a transaction is on the table. When somebody needs to know what's real before committing more capital.
My focus is simple: get clarity on the economics, pressure-test the plan, make sure the decision still works when reality hits.
SharedVentures came from that experience.
Valence came from seeing the same expensive problem too many times across too many portfolios. So we decided to solve it properly.
Growth matters. Truth compounds faster.
Ready to find out
No pitch. No deck. A direct conversation about what you are dealing with and whether we can help.