For Private Equity
Portfolio talent management platform for private equity
One platform to assess, develop and manage portfolio talent and performance over the life of a PE investment.
3,500+
EXECUTIVES ASSESSED
25+
FUNDS SERVED
~25%
OF CONSULTING COST
Why funds use Roster
Most talent decisions are based on instinct and indirect signals. Roster equips deal teams with a shared, data-backed view to make more informed leadership decisions.
Third-Party Neutrality
An independent partner who provides anonymity, so leaders get an honest report rather than a managed one.
Alignment
See where board, exec, and team diverge, and what it takes to close the gap.
Earlier risk signals
Leading indicators of talent risk, surfaced far earlier than usual.
Faster decisions
A common, quantitative basis for talent decisions otherwise made on instinct.
ROSTER’S APPROACH
Talent is one of the most powerful value-creation levers during the investment period, and one of the most underutilized; it rarely gets the visibility or KPIs every other lever gets. Roster makes talent a lever you can understand, measure, and act on.
Ongoing, developmental touchpoints
Key talent evaluated on a regular basis, tied to the returns they are there to deliver.
Scalable across your portfolio
One repeatable process, portfolio-wide in weeks rather than quarters.
Built to your firm’s context
Competency model, cohorts, and process configured to how your firm works, rather than a fixed template.
Talent experts alongside you
Operators, investors, and coaches as a sounding board through the engagement, not a platform handed over at kickoff.
A custom solution built for your fund
We work with our private equity partners to create, develop, and support a talent approach that works within the context of your fund. Three examples:
MEGA-CAP ALTERNATIVE ASSET MANAGER
Multi-time CEOs
Annual 360s and Reviews for CEOs across the portfolio, with extension to CFOs, CHROs, and Executive Teams where needed.
MID-MARKET GROWTH FUND
Founders and operators
Annual 360s for CEOs, CFOs and high-potential leaders across the portfolio; 1:1 coaching program for high-potential leaders
GLOBAL TECHNOLOGY BUYOUT FUND
Mix of Founders and Experienced CEOs
Annual 360s and Reviews for all members of Executive Teams and high potential leaders across the portfolio

