Teams & KPIs

CL

Investment Team

Led by Carl Lavin
Off track
19 on track 7 at risk 8 off track
Climbing parties
UK
Carl Lavin
3 on track 3 at risk 2 off track
Europe
Bertrand Goetchel
10 on track 2 at risk 3 off track
DACH & Nordics
Milan Kellner
5 on track 2 at risk 3 off track
KPIs
Top-advisor coverage - UK
97% / 90%
Top-advisor coverage - Europe
78% / 90%
New platform deals (YTD)
3 / 6
IC1s completed (YTD)
5 / 12
JR

Growth Team

Led by John Reeves
Off track
8 on track 3 at risk 2 off track
Climbing parties
Value Creation
John Reeves
5 on track 3 at risk 2 off track
Growth Network
Maria
2 on track 0 at risk 0 off track
Growth AI & Tools
Kev
1 on track 0 at risk 0 off track
KPIs
Portfolio on/above plan
17/21 / 21/21
Growth recoverability
70% / 85%
Growth network - projects booked
10 / 18
LS

Investor Relations

Led by Liv Simpson
Off track
5 on track 3 at risk 2 off track
Climbing parties
Fundraising
Liv Simpson
5 on track 3 at risk 2 off track
KPIs
Fund III raised
145£m / 400£m
LP tracker - Tenzing-owned
70 / 100
SD

Marketing & Brand

Led by Sean Doyle
At risk
4 on track 3 at risk 0 off track
Climbing parties
Brand & Content
Sean Doyle
4 on track 3 at risk 0 off track
KPIs
Origination content shipped
11 / 12
MT

Finance

Led by Mike Turner
At risk
6 on track 1 at risk 0 off track
Climbing parties
Corp Finance
Mike Turner
6 on track 1 at risk 0 off track
SA

Technology & AI

Led by Seb Aspland
Off track
10 on track 6 at risk 3 off track
Climbing parties
Tech & AI
Seb Aspland
9 on track 6 at risk 3 off track
KPIs
Device compliance
96% / 100%
KF

People & Academy

Led by Karen Falcon
Off track
7 on track 3 at risk 1 off track
Climbing parties
People & HR
Karen Falcon
5 on track 3 at risk 1 off track
Academy & L&D
Clem
2 on track 0 at risk 0 off track
KPIs
Time to hire
14wks / 12wks
RM

Executive Search

Led by Rebecca Manning
At risk
5 on track 3 at risk 0 off track
Climbing parties
Search
Rebecca Manning
5 on track 3 at risk 0 off track
GG

Firm Leadership

Led by Guy Gillon
On track
0 on track 0 at risk 0 off track
KPIs
Top-team score (firm)
84% / 90%
Invested-capital growth (YoY)
44% / 70%
Portfolio organic growth
9% / 12%
Prior-quarter activity met
78% / 80%
Fund IV cover (× target)
1.6× / 3×