Operating partner mandates and commercial due diligence for software businesses
Operating partner mandates and commercial due diligence for software businesses
Why Us
Few advisors have held senior leadership roles across bootstrapped, venture-backed, PE-owned and publicly listed software businesses. Fewer still have done so from pre-revenue to £200M+ ARR, in the US, UK and EMEA. That breadth of operational experience is what makes our advice practical, not theoretical. Whether you are a CEO navigating a critical inflection point, a board supporting a portfolio company, or an investor assessing a target, we bring context that translates.
Services
Four ways we work. For founders, independent advice on selling a software business, taking partial liquidity or raising growth equity. For investors and portfolio companies, operating partner mandates. For funds, lenders and acquirers, commercial due diligence and expert consultations on software assets. For software boards, non-executive director and Chair roles. Every engagement is scoped to an outcome. No retainer treadmill.
Independent, founder focussed advice on what comes next for you and your business. We help you think it through, get the business ready, choose the right sell side adviser and meet the right buyers and funds. That holds whether you are weighing a full sale, partial liquidity with or without giving up equity, growth equity from a backer who can fund what you cannot, or handing over to a successor. We have seen these transitions from every angle, as operator, seller and acquirer.
Founder exit and succession in detailBuy or sell-side, we bring practical due diligence experience across commercial, operational and cultural dimensions. For investors, lenders and acquirers, we assess the real health of a software business beyond the CIM, whether through a scoped diligence workstream or expert consultations drawing on direct operating experience in regulatory reporting and supervisory technology, and in enterprise SaaS. For founders preparing to sell, we help you build the story and the substance that commands the right valuation. We are as comfortable conducting desktop market mapping as we are running face-to-face customer interviews.
Commercial due diligence in detailFrom pricing and packaging to demand generation, sales process and customer success, we bring pattern recognition across dozens of SaaS GTM motions. Whether you are a founder making your first commercial hire, scaling beyond founder-led sales, or restructuring an underperforming team, we help you build what works. For US software companies, that includes standing up and leading the first commercial presence in EMEA.
An operating partner sits between the investor and the management team and owns a mandate, not a deck. For private equity funds and portfolio boards, we take that role on a single asset or across a portfolio. Growth or contraction exposes any cracks in the foundation of your business. We help CEOs and portfolio company leaders design the operational infrastructure (RevOps, data, tooling and board governance) that drives EBITDA improvement and scalable growth without losing the speed and culture that created value in the first place. That includes post-acquisition integration and the first 100 days, when the value creation thesis has to start moving.
Operating partner mandates in detailRobin takes non-executive director and Chair appointments on the boards of B2B and vertical software companies, whether founder led, venture backed or private equity owned, bringing commercial oversight, operating model challenge, M&A and exit readiness, and CEO succession planning. The same experience applies to the transitions themselves: a founder stepping back post-acquisition, a PE firm professionalising the management team, or a CEO planning their own succession.
NED and Chair roles in detailOperator level sector expertise in regulatory reporting and supervisory technology, from Robin's time as Chief Operating Officer of Regnology. Sector due diligence, expert consultations and board level judgement for investors, lenders and acquirers assessing regulatory reporting and supervisory technology assets.
RegTech sector expertise in detailApproach
Every engagement starts with understanding your specific situation. We then scope work to deliver concrete outcomes within a defined timeframe.
An initial conversation (always free, always confidential) to understand your business, your ambitions and the challenge(s) you are facing. If we are not the right fit, we will say so. If we think others are better suited we will introduce them and if we think we are stronger teaming we will bring others into the loop.
A structured assessment of the specific areas you need help with, grounded in data, conversations with your team, customers and/or competitors (where appropriate) and our own operational pattern matching.
A clear, prioritised plan with concrete next steps. We do not hand over a 60 page deck and disappear. We work alongside you to implement, adjust and deliver results.
We build capability, not dependency. Every engagement is designed to leave your team stronger and more capable than when we started. Our best outcome is when you no longer need us.
Clients
You do not need another strategy deck. You need someone who has sat in the chair, run the team and delivered the number. Who will listen, synthesise, probe and prompt.The principle Corinium Advisory is built on.
About Us
Operator Profile
Senior leadership perspective shaped across growth, restructuring, diligence and transition, with the commercial and organisational judgement to make advice practical and actionable.
LinkedInRobin is a C-level technology leader with over 20 years of experience scaling SaaS and enterprise software businesses from early stage to maturity across the UK, EMEA and the Americas.
He has owned revenue and led go-to-market, operations, cross-functional programme delivery and M&A at companies scaling from Series A to those in the Fortune 500. He has built teams from the first commercial hire to a scaled organisation, and built and led the first European presence for US-headquartered software companies, from a Y Combinator startup through to a venture-backed scale-up. Critically, he has operated across the full spectrum of ownership models: bootstrapped, venture-backed, PE-owned and publicly listed. His leadership style is people-focused and pragmatic: set the vision, cut through complexity and deliver.
Most recently he was Chief Operating Officer of Regnology, the regulatory reporting and supervisory technology provider backed by Nordic Capital and CPP Investments. There he led due diligence and integration across four acquisitions, and supported the partial divestiture to CPP Investments.
He brings deep M&A experience from both sides of the table, across buy-side acquisitions, sell-side processes and post-deal integration. That breadth gives him a practical understanding of what investors, boards and acquirers actually need from an operating partner.
Today, Robin advises founders, CEOs, boards and investors of software businesses, takes operating partner mandates, and is available for non-executive director and Chair appointments on UK software company boards.
Engagements
We work in the shape that best matches the brief: short, focused interventions where speed matters, defined scopes where outcomes are clear, or ongoing senior involvement where continuity and challenge matter most.
01
For critical decisions, investor diligence, leadership problem-solving, or specific workshops where experienced operating judgement is needed quickly and without long-term commitment.
02
For clearly defined outcomes such as commercial due diligence, GTM reviews, operating model design, or 100-day planning. Clear scope, clear deliverables, clear timeframe.
03
For businesses, boards and investors who want an embedded strategic partner over time, with continuity, context and senior-level challenge at the right cadence. Robin is available for new UK software company board appointments as a non-executive director or Chair.
FAQ
Straight answers on what the three mandates involve, who they are for and how they are priced.
An operating partner sits between the investor and the management team and owns a mandate with a measurable target, rather than producing a report and leaving. In practice that means taking direct responsibility for a defined part of the value creation plan: the operating model, revenue operations, board governance, a go-to-market rebuild, or a post-acquisition integration. Corinium Advisory takes that role on a single asset or across a portfolio, on a day rate, a fixed scope or a standing mandate.
Yes. Robin takes non-executive director and Chair appointments on the boards of B2B and vertical software companies in the United Kingdom, whether founder led, venture backed or private equity owned, normally on a retainer billed monthly. On a board he contributes commercial and go-to-market oversight, operating model challenge, M&A and exit readiness, and CEO succession planning, drawn from having held the executive roles rather than only advised on them.
Buy side or sell side, it assesses the real health of the business beyond the CIM: market and competitive position, customer concentration and retention, pricing and packaging, sales efficiency, product and technical debt, and the organisational and cultural realities that determine whether the plan is deliverable. Work ranges from a full scoped diligence workstream to a single expert consultation, and includes desktop market mapping as well as face-to-face customer and competitor interviews.
Private equity funds, credit funds and lenders investing in or lending against software; boards of software companies, including those recruiting a non-executive director or Chair; founders and CEOs of B2B and vertical software businesses from pre-revenue to more than £200M ARR, including founders thinking about selling or planning succession; corporate acquirers integrating software assets; and US headquartered software companies building their first commercial presence in EMEA.
Three models. Ad-hoc day-rate support for critical decisions, investor diligence and expert consultations where judgement is needed quickly. Fixed-price scopes of work for defined outcomes such as commercial due diligence, a GTM review, operating model design or 100-day planning. Monthly retainers for ongoing advisory, which is also how non-executive director and Chair appointments are structured. There is no retainer treadmill: engagements are scoped to deliver outcomes.
B2B and vertical market software, and enterprise SaaS in particular, across more than twenty years. Specific sector depth in regulatory reporting and supervisory technology, known as RegTech and SupTech, from Robin's time as Chief Operating Officer of Regnology. Operating experience spans the UK, EMEA and the Americas across bootstrapped, venture backed, private equity owned and publicly listed businesses.
Contact
Corinium Capital
Corinium Capital acquires established UK service and software businesses from the owners who built them, and keeps building. It looks for essential work, clients who stay for years, and an owner weighing what comes next. Corinium Advisory is its advisory arm, working with investors, boards, founders and CEOs on diligence, value creation and leadership transition.