Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
The firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
Triple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
The Commercial Strategy team is responsible for optimizing the firm’s go-to-market strategy, commercial operations and business development infrastructure. The team partners closely with firm leadership and practice leaders to drive revenue growth, enhance client engagement, improve pipeline visibility and strengthen decision-making through technology, data and process optimization. By leveraging platforms such as Intapp DealCloud and related business systems, the Commercial Strategy team delivers scalable solutions that improve collaboration, increase operational efficiency and support the firm’s continued expansion.
The Vice President, CRM Enablement & Adoption is the strategic owner of the firm’s core Commercial Enablement (CE) platform, serving as the system of record for business development, client relationship management and pipeline intelligence. Reporting to the local Head of CE, this role is responsible for ensuring DealCloud is scalable, governed, integrated and continuously optimized to support the firm’s growth strategy.
This Vice President treats DealCloud as an enterprise product with a defined roadmap, governance standards and evolving business priorities. Responsibilities include platform configuration, workflow optimization, data integrity, integrations, vendor management and enhancement requests intake and prioritization. The Vice President, CRM Enablement & Adoption partners closely with Commercial Strategy, Marketing, Practice Leadership, Data Analytics and IT to deliver scalable solutions that improve user adoption, operational efficiency and commercial insights. This role also supports select commercial operations activities, including reporting enablement, process documentation, dashboard development and user training. Success is measured by platform reliability, data quality, roadmap execution, user adoption and the degree to which the firm trusts DealCloud as a critical tool for driving growth and strategic decision-making.