☰
Home
Career
CEO/COO
M&A
AIFM
Clients
Mandates
Insights
Résumé
Contact
Sections
Home
Career
Modes
▾
CEO/COO
M&A
AIFM
Clients
Mandates
Insights
Résumé
Contact
Engagement Mode I
CEO / COO
30 · 60 · 100
Day-100 operating model for a fund-services or asset-management platform.
Day 1–30 · Diagnose
→
Day 31–60 · Design
→
Day 61–100 · Deliver
→
Phase 01
30
DAYS
Diagnose.
Listen first. Map the operating model end-to-end, the regulatory posture and the human dynamics: before changing a single thing.
People & culture
Map stakeholder ambitions and non-negotiables
Build relationships with every team lead
Identify decision-making dynamics and key influencers
Operations
Map operating model end-to-end: processes, governance, SLAs
Evaluate systems scope and scalability
Map regulatory posture: PSF licence, open CSSF items
Identify quick wins and top operational risks
Pipeline
Assess acquisition targets
Extract risks and gaps from DD reports
Map SPA status and CSSF change-of-control timelines
Deliverable
30-day memo to the board: current-state map, priority risks, quick wins, Day 31–60 agenda.
PASCAL HERNALSTEEN · OPERATING PARTNER
CEO/COO · DAY 1–30
Phase 02
60
DAYS
Design.
Translate the diagnosis into a target operating model, a PMI playbook and a KPI architecture the board can read at a glance.
Technology
Lead target platform selection
Define extension roadmap across acquisitions
Map data flows and integration points
Establish technology steering committee
Regulatory
Present target model to CSSF for integrated entities
File change-of-control applications for advancing SPAs
Confirm conducting officer structure
Platform design
Draft target operating model
Build PMI playbook v1 for all future acquisitions
Define KPI architecture and board reporting cadence
Design governance framework
People & org
Map culture gaps and identify level-2 key people
Assess management bandwidth for next acquisitions
Propose organisational design for integrated platform
Deliverable
Target operating model v1 + PMI playbook v1.
PASCAL HERNALSTEEN · OPERATING PARTNER
CEO/COO · DAY 31–60
Phase 03
100
DAYS
Deliver.
Procurement starts, KPIs go live, the operational excellence programme kicks off: the platform begins to compound.
Platform build
Finalise platform selection and begin procurement
Confirm rollout roadmap
Group-wide KPIs live and flowing to the board
Launch operational excellence programme
Stakeholders
Lock formal shareholder operating rhythm
Complete engagement with CSSF, LPEA and L3A
Deliver first board-level COO report
Deliverable
100-day board report: operational foundation established, platform roadmap confirmed.
PASCAL HERNALSTEEN · OPERATING PARTNER
CEO/COO · DAY 61–100