Value Creation Research · 2026
An Invitation

What predicts success in PE value creation?

There is no structured dataset on what makes operators succeed inside portfolio companies. We are building one, and the answer is incomplete without your experience.

Phase One is 10 questions and takes about 5 minutes. Aggregated findings will be sent to every respondent when published.

Format
10 Questions
Time
~5 Minutes
Anonymity
Aggregate Only
Welcome Back

Ready for Phase Two?

Your Phase One responses are already recorded. Phase Two is 7 optional additional questions that go deeper on failure patterns, case studies, and the contrarian view.

About 3 minutes. Either way, thanks for taking part.

Welcome Back

You have already taken the survey.

Thank you again for contributing. If your thinking has changed or you would like to update your responses, you can take the survey again. Your new responses will be linked to your original ID so we can track changes over time.

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Question 01 / 10

What is your firm's total AUM?

Used only to segment results by firm size in the published analysis.

Question 02 / 10

How many people are on your value creation or portfolio ops team?

Question 03 / 10

How many value creation hires (Director and above) has your firm made in the past 24 months?

Question 04 / 10

How many interview rounds does your firm typically run for a senior value creation hire?

Question 05 / 10

Which assessment methods do you use?

Select all that apply.

Question 06 / 10

Which single method is most predictive of on-the-job success?

Pick the one that best identifies operators who succeed.

Question 07 / 10

What predicts success? Pick exactly 5.

Select the five characteristics most predictive of on-the-job success in value creation roles.

Selected 0 / 5
Question 08 / 10

Of those 5, which is the single strongest predictor?

Pick the one trait that matters most above all others.

Question 09 / 10

Which of these does your process actually screen for?

Select all characteristics your interview process formally evaluates.

Question 10 / 10

How confident are you that your current process consistently identifies A-players?

Phase One Complete

Thank you. Your responses are recorded.

If you have another 3 minutes, there are 7 optional questions covering case studies, failure patterns, and the contrarian view on what the industry overweights.

Either way, thanks for taking part.

Question 01 / 7

What does the industry screen for too heavily?

The most overweighted credential in value creation hiring, in your view.

Question 02 / 7

Does your firm use a case study, work simulation, or presentation exercise?

Question 03 / 7

Which format has been most effective?

Select all that apply.

Question 04 / 7

Which candidate attribute is hardest to assess in interviews?

Question 05 / 7

Think about a value creation hire that didn't work out. What was the primary root cause?

Question 06 / 7

In one sentence: what did your process miss?

Thinking about that hire, what trait or quality did your interview process fail to evaluate? Optional.

0 / 500
Question 07 / 7

Anything else worth sharing?

Optional. Your biggest piece of advice, a watch-out, or a tip you would give others hiring for this role.

0 / 500
Before You Go

Receive the findings, and help shape the research.

Optional. Your survey responses have already been recorded anonymously. Share your details below if you would like the aggregated report when it is published.

Want to engage further with peers doing this work?

Optional. Two ways to contribute to the research and share experiences with other heads of value creation and portfolio ops. Select either, both, or neither.

Complete

That is everything. Thank you.

Your responses have been submitted. We will send the aggregated findings directly to you when the research is published.