Portage Point Partners

Product Manager

• Partner with senior team members to develop and maintain a product roadmap that reflects Commercial Strategy objectives and priorities while incorporating ongoing stakeholder feedback
• Serve as the Product Owner for Intapp DealCloud, managing the platform from both a business and technical perspective, including configuration, workflows, permissions, page layouts, user access governance and all integrations
• Partner with Marketing and Commercial Strategy leadership to ensure alignment across platforms, support customer segmentation, audience targeting, lifecycle management and journey orchestration through connected platform data
• Evaluate and implement enhancements, automation opportunities and third-party solutions that improve platform functionality and user experience
• Define and enforce data governance standards across DealCloud, including data definitions, required fields, workflow controls and usage protocols, maintaining integrity through recurring audits, exception reporting and deduplication
• Ensure platform data supports accurate reporting, pipeline visibility, account planning and commercial analytics, collaborating with Data Analytics, Marketing and Account Teams to drive reporting consistency and actionable insights
• Support Commercial Enablement leadership with dashboard development and operational analysis
• Document workflows, business processes and SOPs to drive consistency, and partner with cross-functional stakeholders to identify opportunities for automation and operational efficiency
• Support user onboarding, training and adoption initiatives to maximize platform utilization
• Share and manage best practices as well as lead internal trainings where required
• Support talent acquisition and firm development efforts
• Contribute to creating a high-performing and inclusive culture

Vice President, Commercial Strategy – Product Management

Vice President

• Partner with senior team members across all practice lines to strategically embed pipeline discipline into firm's commercial cadence
• Own pipeline standards and hygiene, including stage definitions, probability discipline and required data at each stage
• Run pipeline reviews with clarity and accountability, ensuring no opportunity drifts without commentary or next steps
• Track opportunity aging, conversion ratios, stage velocity and forecast accuracy
• Surface pipeline risk signals and data gaps for escalation to the relevant owners
• Produce pipeline dashboards and forecast reporting on a defined cadence for practice line and firm leadership
• Translate pipeline data into actionable commercial intelligence on performance, risk and opportunity
• Support board-level reporting preparation and ensure pipeline figures are verified with PLLs and opportunity owners
• Coordinate with the Intapp DealCloud Product Manager ensuring pipeline workflows and reporting are well supported by firm systems
• Support business development efforts while maintaining strong relationships with existing clients
• Share and manage best practices as well as lead internal trainings where required

Vice President, Commercial Strategy – Pipeline

• Manage the firm’s account planning framework, including planning templates, planning cadence and ownership standards
• Run the account planning cycle end to end, coordinating inputs from Account Leaders, Industry Vertical Leaders and practice line teams
• Maintain account plans as living documents, ensuring updates, next steps and accountability after each planning session
• Produce account-level coverage maps that capture relationship strength, history and active coverage across priority accounts
• Prepare quarterly account plan reviews for the Head of Commercial Strategy and Head of Commercial Enablement, including adherence analysis and plan-versus-actual assessment
• Conduct whitespace analysis across priority accounts to identify cross-sell and expansion opportunities
• Build and maintain account intelligence profiles, including organizational structure, decision-makers, recent activity and relevant market signals
• Translate account intelligence into prioritized opportunities and surface them to the relevant Account Leaders and Industry Vertical Leaders
• Partner with the Industry Vertical Leaders to ensure sector-specific insight is reflected in account plans and pursuit strategy
• Maintain a firmwide view of cross-sell activity, conversion and outcomes to inform planning and identify patterns
• Own the template, standard and cadence for bi-annual client value review across Tier 1 Core and Tier 2 Strategic accounts
• Coordinate inputs from the Account Team and Industry Vertical Leaders to assemble pre-reads, value quantification and relationship health analysis
• Partner with Delivery Excellence and Account Leaders to ensure value quantification is rigorous, defensible and consistent across accounts
• Produce cross-account synthesis from completed reviews, surfacing patterns in client priorities, value drivers and relationship risks
• Maintain the signed-off summary, joint goals document and named workstream owners as durable artifacts in DealCloud
• Share and manage best practices as well as lead internal trainings where required
• Support talent acquisition and firm development efforts
• Contribute to creating a high-performing and inclusive culture

Vice President, Commercial Strategy – Account Planning

Communications

• Partner with senior team members across the firm to identify whitespace and cross-sell opportunities within the vertical and equip Account Teams and MDs with the context to pursue them
• Own the commercial agenda for the TMT vertical, serving as the firm’s sector SME
• Build and maintain the vertical’s commercial POV, including market updates, sector analysis and origination-focused thought leadership
• Monitor industry trends, market signals and competitive dynamics specific to the TMT sector and translate them into actionable commercial direction
• Produce the vertical’s recurring commercial content on a defined cadence, including market updates, sector POVs and quarterly outlooks
• Support business development efforts and proposal creation with sector-specific positioning, insight and supporting analysis
• Brief client-facing team members, PLLs and Account Teams ahead of priority meetings and pursuits with relevant sector context
• Provide the expertise to maintain a credible external presence in the TMT sector by developing materials and content to be used for bylined content, conference participation and other public-facing channels
• Partner with Marketing to align vertical content, campaigns and external presence with firm go-to-market strategy
• Coordinate with peer Industry Vertical Leaders to maintain a consistent commercial POV format and cadence across the CE function
• Partner with the VP, Account and VP, Pipeline to ensure sector insight is reflected in account plans and pursuit strategy
• Share and manage best practices as well as lead internal trainings where required
• Support talent acquisition and firm development efforts
• Contribute to creating a high-performing and inclusive culture

Industry Vertical Leader, Commercial Strategy – Technology, Media & Telecommunications

• Work directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex transactional challenges
• Facilitate client discussions and meetings and developing relationships through best-in-class execution
• Formulate, oversee and review workstreams
• Execute buy and sell side diligence including but not limited to historical and project financial and operating trends analysis, quality of earnings analysis, working capital and net debt consideration analysis, cash flow analysis, potential liabilities and risk analysis
• Draft clear and compelling reports outlining key takeaways including but not limited to normalized earnings, budget achievability, indebtedness and post-transaction considerations
• Create and manipulate financial models
• Review transaction agreements, customer and vendor contracts
• Collaborate closely with performance improvement, restructuring and investment banking colleagues
• Provide coaching and mentorship to junior team members
• Support internal trainings and best practice sharing
• Support business development and client relationship efforts
• Support talent acquisition and firm-building initiatives
• Contribute to a high-performing, inclusive and values-driven culture

Vice President – Transaction Advisory Services

Director

• Work directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex transactional challenges
• Lead engagements developing relationships through best-in-class execution
• Formulate, oversee and lead multiple engagements while guiding and coaching junior team members
• Execute buy-side and sell-side diligence including but not limited to historical and projected financial and operating trends analysis, quality of earnings analysis, working capital and net debt consideration analysis, cash flow analysis, potential liabilities and risk analysis
• Draft clear and compelling reports outlining key takeaways including but not limited to normalized earnings, budget achievability, indebtedness and post-transaction considerations
• Create and manipulate financial models
• Review transaction agreements, customer and vendor contracts
• Curate a personal network that will result in a consistent book of business and increased practice line revenues
• Collaborating closely with performance improvement, restructuring and investment banking colleagues
• Lead internal trainings and best practice sharing
• Lead and support business development and client relationship efforts
• Support talent acquisition and firm-building initiatives
• Contribute to a high-performing, inclusive and values-driven culture

Director, Transaction Advisory Services

Software Engineer

• Define and own the firm’s data platform strategy for the India delivery organization, spanning cloud data architecture, AI data infrastructure, master data management and the analytics capability roadmap
• Drive architectural decisions for the firm’s data ecosystem including data lakehouse design (bronze/silver/gold medallion architecture), real-time versus batch processing trade-offs, semantic layer strategy, data mesh adoption and AI-ready data product frameworks
• Own the data architecture review function, ensuring all new AI products and data pipelines meet architectural, security and governance standards before development commences
• Execute the data strategy that enables the AI Solutions product roadmap, defining how data is structured, labeled, versioned and served to AI/ML models across consulting use cases including CDD/FDD automation, value creation tracking, working capital optimization, restructuring scenario engines, portfolio benchmarking and MIS intelligence layers
• Drive the development of the firm’s proprietary financial and industry data assets including training data curation, golden datasets for model evaluation and benchmarking databases
• Design the firm’s knowledge graph strategy, capturing structured relationships between companies, deal comparables, management teams and operational KPIs to power next-generation AI reasoning
• Oversee design and operation of scalable ELT/ETL pipelines ingesting structured and unstructured data from diverse sources including financial data providers (Capital IQ, Refinitiv, PitchBook, Bloomberg), client ERP/CRM systems, SEC filings, management packs and market research
• Own the analytics engineering layer powering consulting analytics including financial benchmarking, working capital KPI dashboards, EBITDA bridge models and cost structure analyses, and build reusable data product templates that let consulting teams rapidly spin up client-specific analytics environments
• Lead and develop a team of two to three Vice Presidents and their Senior Associates (approximately 15 to 20 professionals) across data engineering, analytics engineering and data governance, providing strategic and technical direction, conducting structured performance reviews and owning career development
• Drive talent strategy for the Data Strategy & Engineering function including hiring plans, role design, vendor partner selection and management, capability building, career ladders and compensation benchmarking in partnership with HR
• Drive the data governance framework including policies, standards, stewardship model and compliance controls for handling client deal data, portfolio company data and third-party data, in alignment with NDA and regulatory obligations
• Oversee data security architecture in collaboration with the security function, with particular attention to AI training data handling, model output retention and deal data segregation
• Build and operate data quality programs including automated monitoring, anomaly detection and alerting to surface data issues before they affect AI model outputs or consulting deliverables
• Partner with the India Delivery Leader, the Director, AI Solutions and US-based Practice Line Leaders to translate firm priorities into a sequenced data platform roadmap with measurable business outcomes, and report on platform-level KPIs including adoption, data quality, freshness SLAs, productivity impact and ROI
• Identify and shape data monetization opportunities within the firm’s consulting practice including proprietary benchmarking databases, index products and data-as-a-service offerings, and partner with firm leadership to commercialize proprietary data assets as consulting IP and competitive differentiators
• Serve as a thought leader on data strategy in deal advisory and portfolio management, engaging in senior client conversations on data room analytics, portfolio data standardization and data-driven value creation, and representing the firm at internal forums and external industry events where appropriate
• Manage relationships with third-party data providers, evaluate new data sources for relevance to consulting use cases and lead the evaluation and adoption of emerging data technologies including data mesh, federated query engines and AI-native data platforms
• Contribute selectively as a hands-on technical leader on flagship initiatives where senior architectural judgment is required
• Lead firm-wide knowledge sharing, training and change management efforts to scale data and analytics capability across practice lines
• Support business development by shaping data-related proposals, client presentations and solution demonstrations
• Support internal trainings and best practice sharing
• Contribute to a high-performing, inclusive and values-driven culture

Director, Data Strategy – Engineering

Artificial Intelligence

• Own the AI Solutions roadmap for the India delivery organization, setting the portfolio strategy, sequencing investments and prioritizing workstreams across Performance Improvement, Transaction Advisory, Office of the CFO and other practice lines
• Lead and develop a team of two to three Vice Presidents and their Senior Associates (approximately 10 to 15 professionals), providing strategic direction, technical guidance and career development
• Drive talent strategy for the AI Solutions function including hiring plans, role design, vendor partner selection and management, and capability building across the team
• Partner with the India Delivery Leader and US-based Practice Line Leaders to translate firm priorities into a sequenced AI product portfolio with measurable business outcomes
• Oversee end-to-end delivery of agentic AI solutions and automation platforms across multiple concurrent workstreams, ensuring quality, reliability and on-time execution
• Establish and enforce engineering, governance and responsible AI standards across the function including prompt safety, data privacy, bias mitigation, model evaluation and MLOps practices
• Evaluate and select the AI tooling stack including LLM platforms, agentic frameworks, orchestration tools and AI coding tools (e.g., Claude Code), making build-versus-buy decisions
• Define and report on portfolio-level KPIs including adoption, productivity impact, ROI and quality, and use those metrics to reprioritize the roadmap
• Serve as the primary AI Solutions point of contact for senior firm stakeholders, representing the function in leadership forums and providing executive-ready updates
• Contribute selectively as a hands-on technical leader on flagship initiatives where senior judgment is required
• Support talent acquisition and firm-building initiatives