One agreement
Framework Agreement
A portfolio framework agreement covers multiple portfolio companies under a single commercial arrangement. Activated when and where the value creation plan requires it. No standing commitment. No annual minimum spend.
Structure
Portfolio framework agreement
Pricing
Per-cohort or per-company
Minimum commitment
No minimum
Deployment
Foundation: same-day access
Confidentiality
The commercial arrangement is between GlobalU Business and the fund
Hold period relevance
Most effective in years 1–3
The Engagement Journey
From first call to first portfolio deployment
Four steps. Each has a defined output. The first is one conversation.
One conversation · No commitment
Portfolio fit conversation
We confirm portfolio fit against the three capability gap profile, identify which programmes are most relevant to your current value creation priorities, and outline how the framework agreement would be structured. No commitment on either side.
- Portfolio fit confirmed or ruled out
- Capability gaps mapped to programme types
- Framework structure outlined
-
No commitment required
Before the second conversation
Commercial term sheet
A one-page commercial term sheet covering the framework agreement structure, per-cohort pricing with volume tiers applicable to your portfolio size, deployment mechanics, and no-retainer terms. Prepared by GUC before the second conversation so pricing and structure are agreed before any commitment.
- Framework agreement structure
- Per-cohort pricing confirmed
- No volume commitment
-
No-retainer terms explicit
On agreement
Framework agreement signed
The framework agreement is countersigned. It covers all portfolio companies under the fund. Individual deployments are activated against this agreement as the value creation plan requires — no separate negotiation per portfolio company.
- Covers all portfolio companies
- Per-deployment activation
- No separate negotiation per company
-
Countersignature required
Per value creation plan requirement
First portfolio deployment
Licences purchased for the identified portfolio company cohort. Foundation Programmes accessible same day. Practitioner Programme consultation dates confirmed on payment. Live Capability Programme Sessions scheduled on receipt of payment. Quarterly activity reports provided throughout.
- Foundation: same-day access
- Practitioner: consultation on payment
- Live sessions: scheduled on payment
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Quarterly activity reports
Before You Decide
Questions that typically come up
What if the value creation plan changes and we don't need to deploy across the full portfolio?
The Operating Partner function is lean. Who manages the deployment at portfolio company level?