TIER 3 — PORTFOLIO SDLC

Every portfolio company. Same discipline. Same gates. Same data.

When a PE firm installs the same SDLC across every portfolio company, something changes. Projects stop failing for the same reasons. Lessons learned at one company prevent failures at the next. The portfolio gets smarter with every engagement.

What every project at every company runs through.

1
Requirements

What problem are we solving? Who is affected? What does success look like? Defined before anyone touches a system.

2
Technical Design

How does it work? What systems are touched? Dependencies approved before development starts.

3
Schema

If data is involved, what changes? Defined before any migration runs.

4
Effort Estimate

How long does this take? Validated against the lessons learned corpus.

5
Build

Development starts. Only after Gates 1–4 pass.

6
QA

Every deployment passes the QA gate before going live. No exceptions.

7
Close + Lessons Learned

Project closes. What happened? What worked? What to avoid? Written into the corpus.

Governed by your business rules. Not ours.

The SDLC is configured to each portfolio company's own business rules and their own templates. Adoption happens because the workflow advances automatically when the artifact is right — and warns management when something is stuck. The pain of not following it is visible. The reward for following it is speed.

For software projects: high-quality artifacts feed directly into Mesh Build Squad execution. Better artifacts = faster delivery = lower cost. The PE firm sees that math clearly.

The intelligence layer that grows with every engagement.

Every project across every portfolio company writes into the same intelligence layer. Over time, LeanStream knows that companies in certain industries consistently underestimate integration effort. That pattern surfaces in the estimate before the mistake is made — not after. No individual company could build this. It takes a portfolio to generate it.

Monthly

Lessons reviewed before project close. PE Product Owner decides: change course or continue.

Cross-portfolio

Patterns visible across all portfolio companies. Anonymized. Always available.

Exit ready

Every project documented, gated, and auditable. The data room is always clean.

You own the data layer.

Shared (default)

All portfolio companies in one Supabase project. Cross-portfolio intelligence included. Standard setup.

Private (+$15K–$25K)

Dedicated Supabase instance for HIPAA, SOC 2, or regulatory-sensitive companies. Federated read layer for PE firm visibility.

Pricing

Implementation: $50,000–$120,000 per tier (fixed-bid)

Or: Full LeanStream (all 3 tiers): $150,000–$350,000

After implementation: System is owned. Optional support retainer at $2K–$10K/month.

New acquisition add-on: $15,000–$35,000 per company

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