What is a Value Creation Plan?
A value creation plan (VCP) is the PE firm’s roadmap for how it will increase the value of a company after acquiring it. Unlike passive investors who buy and hope, PE firms are active owners who drive specific operational, financial, and strategic initiatives to grow EBITDA and position the company for a higher exit valuation. The VCP translates the investment thesis into concrete actions with timelines, owners, and measurable targets.
The 100-day plan is the critical first phase — it covers the immediate post-close period where the firm stabilizes the business, retains key management, captures quick wins, and launches the top value creation initiatives. Most PE professionals consider the first 100 days as the period that sets the trajectory for the entire hold.
Command
/value-creation [company name]
value-creation-plan skill and structures a value creation roadmap with EBITDA bridge, 100-day plan, and KPI dashboard.
With company name
Without company name
/value-creation Acme Industrial Services
Claude will ask for the target company, current financials, and known quick wins from diligence. What It Produces
Value Creation Levers mapped across revenue growth, margin expansion, and strategic/multiple expansion — each with current state, target state, dollar impact, timeline, investment required, and confidence level.
EBITDA Bridge — annual walk from current to target EBITDA across all levers over the hold period.
100-Day Plan in three phases:
- Days 1-30: Stabilize & Assess — management retention, quick wins, operational assessment
- Days 31-60: Plan & Initiate — strategic plan, launch top initiatives, add-on M&A pipeline
- Days 61-100: Execute & Measure — first results, first board meeting, plan refinement
KPI Dashboard — key metrics with current values, Year 1 targets, owners, and reporting cadence.
Add-on M&A is often the largest value creation lever. Start building the acquisition pipeline on Day 1, not 6 months in.
How to Customize
Edit the value-creation-plan skill to adjust the lever categories, add your firm’s standard 100-day plan template, or include operating partner playbooks.
See the Value Creation Plan skill for the full framework including all lever categories and the complete EBITDA bridge template.
