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  • The brief
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  • This week · 6
  • This quarter · 9
  • Big bets · 3
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  • How we can help
Generated Oct 26, 2026
  1. Programmable
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  3. Banyan Software
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growth playbook · Oct 26, 2026

banyansoftware.com (opens in a new tab)

Banyan Software growth playbook

Diagnosis

Banyan has a clear, trusted pitch (a permanent home, zero businesses sold, 100% referenceable) and is opening new markets: a Paris office and a first business development hire for Poland and Hungary, while its portfolio hires five first growth leaders in six weeks.

The website has not kept pace: no advisor overview or local page for France or CEE, one contact form for owners and advisors, three different portfolio counts, missing industry pages and a sitemap full of dead or private URLs.

This playbook fixes those first, then builds a fit self-check, local seller stories, a portfolio directory and an advisor subscription, and uses the portfolio's growth hiring to share one HubSpot kit, one AI-visibility program and one 100-day scorecard.

Growth Score

7/10

Biggest Opportunity

Give each new market and each advisor a local, forwardable first touch, and turn Banyan's "100% referenceable" and growth record into things a founder can check.

Biggest Risk

Valsoft, Constellation Software's groups and private equity court the same founders and brokers; in new markets Banyan has no local proof yet.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    An advisor overview for France and for Poland and Hungary, the two markets Banyan is opening now

    Copy the DACH advisor overview into French and send it to the Paris team for review.

    High impact First result in 1 month
  2. 2

    Use one portfolio number everywhere: 130+, 120+ or 100+

    List every page and template that states the number.

    Medium impact First result in 1 week
  3. 3

    Clean the sitemap: remove dead /private/ copies and account-specific pages, and give old news real URLs

    Remove the /private/ section from the sitemap generator.

    Medium impact First result in 2 weeks

02

Your idea portfolio

22 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 7 ideas are marked Unexpected: plays you are unlikely to have tried.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 3Big bets · 10Fill-ins · 5Reconsider · 4
Effort →

Showing 22 of 22 ideas

This week 6

Quick wins with a clear first action.

  • 01

    Banyan publishes advisor overviews for APAC, Benelux, DACH, the UK, North America and the Nordics. The Paris office was set up to build relationships with "specialized financial intermediaries (brokers)", and the new Poland / Hungary hire is asked to shape "how software founders in the region come to know us". Neither market has an advisor overview, and the site has no Polish or Hungarian page at all, so the first link a French broker or a Warsaw founder is sent is in English and aimed at someone else.

    High impactLow effort First result in 1 month Manager

    First action

    Copy the DACH advisor overview into French and send it to the Paris team for review.

    How to measure it

    First meetings with brokers and founders in France and CEE

    Now
    –
    Target
    30 a quarter
    By
    2 quarters

    Steps

    1. 1

      List the gaps

      Markets with a team but no advisor overview: France, Poland, Hungary.

      Banyan marketing lead 1 day

    2. 2

      Write the French edition

      Adapt the DACH overview for French brokers, with the euro range.

      M&A sourcing lead, France 1 week

    3. 3

      Write the CEE edition

      English with Polish and Hungarian summaries.

      Manager, Business Development - Poland / Hungary 1 week

    4. 4

      Add owner pages

      Polish and Hungarian fit criteria and a confidential form.

      Banyan marketing lead 1 week

    5. 5

      Route the forms

      Regional submissions go to the regional manager in Salesforce.

      Sales Operations 2 days

    6. 6

      Use in sequences

      Link both overviews in Outreach sequences and at conferences.

      Manager, Business Development - Poland / Hungary ongoing

    7. 7

      Measure

      Opens, forwards and first meetings by market.

      Banyan marketing lead monthly

    First result
    1 month
    Cost
    Translation and staff time
    Owner
    Manager, Business Development Poland / Hungary

    Smallest test

    Send the French overview to ten brokers and count replies.

    Why it works

    Publish two advisor overviews in the existing template: one in French for French brokers and M&A boutiques (with the 2 to 30 million euro range and the 100 million euro envelope), and one for Central and Eastern Europe with Polish and Hungarian summaries. Add a short Polish and Hungarian "for owners" page with the fit criteria and a confidential contact form routed to the regional manager, and put both links in every outreach sequence.

    Brokers forward what is easy to forward, and founders read the first page in their own language. It gives both new teams a credible first touch on day one instead of after the first deals close.

    Ready to use

    ChecklistNew-market advisor kit

    [ ] Advisor overview in the local language (PDF and page)
    [ ] Fit criteria in local currency
    [ ] Local owner page with confidential form
    [ ] Form routed to the regional manager
    [ ] Two seller stories from nearby markets
    [ ] Link added to every Outreach sequence
    [ ] hreflang added to the language menu

    Risks and how to handle them

    • Machine translation reads badly to brokers

      Have the local team edit every page before it goes live.

    • Too few local proof points yet

      Use DACH and Benelux seller stories until the first local deal closes.

    Evidence

    • Your websiteAdvisor overview pages in the sitemap (checked October 23, 2026): a general one plus APAC, Benelux, DACH and UK editions, and fall 2026 updates for North America and the Nordics. There is no France or Central and Eastern Europe edition. The language menu offers English, Deutsch, Español and Français only.Source
    • News coverageBanyan's own release (June 28, 2026): Banyan "opens a Paris office" with a 100 million euro envelope, targeting founders "generating between 2 million and 30 million euro in revenue"; the French team will "build direct relationships with founders and specialized financial intermediaries (brokers)" and plans "around ten hires by the end of 2026". It names the "Silver Tsunami" of retiring founders as one of two forces shaping the market.Source
    • HiringManager, Business Development - Poland / Hungary (posted October 22, 2026): "the chance to help build Banyan's brand and presence across Central and Eastern Europe. With a focus on Poland and Hungary, you'll shape how software founders in the region come to know us". The role identifies vertical software companies, contacts owners "through a mix of channels including email, phone, & conferences", runs "daily engagement and nurturing programs" and reports KPIs from Salesforce and Outreach.Source
    • Your websiteFAQ ("Straight answers about selling your software company", "Last reviewed September 1, 2026") lists the fit criteria: more than $2 million in annual revenue, profitability, high recurring revenue, a defensible niche, high retention and a committed team; it has FAQPage structured data with 24 questions.Source
  • 02

    The homepage says "130+ Software businesses" and "Over 100 companies acquired"; the healthcare page says 120+; every job post says "more than 120". A founder doing diligence on Banyan reads three different sizes.

    Medium impactLow effort First result in 1 week Banyan marketing lead

    First action

    List every page and template that states the number.

    How to measure it

    Pages with the current figure

    Now
    –
    Target
    100%
    By
    2 weeks

    Steps

    1. 1

      Agree the figure

      Current count and as-of date.

      Finance 1 day

    2. 2

      Find every use

      Site, PDFs, job boilerplate, LinkedIn.

      Banyan marketing lead 1 day

    3. 3

      Update the site

      Homepage and industry pages.

      Banyan marketing lead 1 day

    4. 4

      Update job posts

      Greenhouse boilerplate.

      Talent team 1 day

    5. 5

      Update PDFs

      Advisor overviews and brochure.

      Banyan marketing lead 2 days

    6. 6

      Set a review

      Quarterly, after each close.

      Banyan marketing lead quarterly

    First result
    1 week
    Cost
    $0
    Owner
    Banyan marketing lead

    Smallest test

    Fix the healthcare page today.

    Why it works

    Pick one current figure and one date, put it in a shared copy file, and update the homepage, industry pages, job post boilerplate, advisor PDFs and the LinkedIn page. Review it each quarter with the acquisition count.

    Consistent facts read as care; inconsistent ones invite doubt in a pitch that rests on trust and "100% referenceable".

    Risks and how to handle them

    • The number keeps changing

      Use a dated "as of" figure.

    Evidence

    • Your websiteHomepage: "130+ Software businesses", "Zero Businesses ever sold", "100% Referenceable with the owners who trusted us", "4,000+ Employees across 19 countries", and "Over 100 companies acquired. Zero sold." The healthcare page says "120+ Software businesses"; the homepage logo strip shows about 30 companies and there is no portfolio directory.Source
    • HiringBanyan-level programs: a Chief of Staff, Executive Leadership Program ("shaping a go-to-market plan for one company, improving customer onboarding at another, or standing up the first 100 days of a newly acquired business"; posted October 8, 2026) and an Entrepreneur in Residence program "to build AI-native companies from within our portfolio". Every post describes Banyan as operating "more than 120 portfolio companies".Source
  • 03

    The public sitemap lists 24 /private/ language copies that return 404, two account-specific landing pages including a template preview, and an acquisition announcement at the slug "decorative-trending-2019-2-6". Search engines waste crawl on dead URLs, and account pages should never be in a public index.

    Medium impactLow effort First result in 2 weeks Banyan marketing lead

    First action

    Remove the /private/ section from the sitemap generator.

    How to measure it

    Valid sitemap URLs

    Now
    –
    Target
    100%
    By
    2 weeks

    Steps

    1. 1

      Export the sitemap

      Status code for every URL.

      Web developer 2 hours

    2. 2

      Exclude private paths

      /private/ and account pages.

      Web developer 2 hours

    3. 3

      Add noindex

      Account and template pages.

      Web developer 1 hour

    4. 4

      Fix slugs

      Descriptive slugs and 301s for odd ones.

      Banyan marketing lead 1 day

    5. 5

      Add a build check

      Fail on non-200 sitemap URLs.

      Web developer 1 day

    6. 6

      Resubmit

      Search Console.

      Banyan marketing lead 1 hour

    First result
    2 weeks
    Cost
    $0
    Owner
    Banyan marketing lead

    Smallest test

    Remove the 24 dead URLs today.

    Why it works

    Drop the /private/ URLs and account pages from the sitemap and mark the account pages noindex. Give older news posts descriptive slugs with 301 redirects. Add a check to the build that fails if a sitemap URL does not return 200.

    A clean sitemap gets the pages founders should find crawled first, and it keeps targeted outreach pages private.

    Risks and how to handle them

    • Breaking links in old emails

      Redirect every changed slug.

    Evidence

    • Your websiteSitemap hygiene: 338 URLs including 24 under /private/ (German, Spanish and French copies) that return 404, two account-specific landing pages including a "tier-1-template-preview", and the January 2022 Mr. Master acquisition announcement published at the slug "decorative-trending-2019-2-6".Source
    • Google PageSpeedMobile performance 72 (desktop 95); in the phone lab test the hero image takes 7.6 s to appear, but real visitors pass Core Web Vitals (field LCP about 1.1 s, INP 95 ms, CLS 0).Source
  • 04

    Banyan announced its Paris office in June, but the contact page still lists eight offices without it. French founders checking for a local presence will not find one.

    Low impactLow effort First result in 1 week Banyan marketing lead

    First action

    Add the Paris address.

    How to measure it

    French submissions

    Now
    –
    Target
    +50%
    By
    1 quarter

    Steps

    1. 1

      Confirm the address

      Paris office details.

      M&A sourcing lead, France 1 hour

    2. 2

      Update the page

      English and French.

      Banyan marketing lead 1 hour

    3. 3

      Add to Google Business Profile

      Paris listing.

      Banyan marketing lead 1 day

    4. 4

      Link the news

      From /fr.

      Banyan marketing lead 1 hour

    5. 5

      Check other offices

      Every team location listed.

      Banyan marketing lead 1 hour

    6. 6

      Track

      Submissions by country.

      Banyan marketing lead monthly

    First result
    1 week
    Cost
    $0
    Owner
    Banyan marketing lead

    Smallest test

    Publish the address today.

    Why it works

    Add the Paris address and a French contact line to the contact page and the French site, and link the Paris announcement from the French homepage.

    A local office is proof of commitment for founders who worry about a foreign buyer.

    Risks and how to handle them

    • Office not yet staffed every day

      List it with a contact person instead of opening hours.

    Evidence

    • Your websiteContact page: one form ("Every conversation is confidential"), the same inbox for general and M&A inquiries, and eight offices: Atlanta, Toronto, Melbourne, London, Munich, Amsterdam, Stockholm and Madrid. Paris is not listed.Source
    • News coverageBanyan's own release (June 28, 2026): Banyan "opens a Paris office" with a 100 million euro envelope, targeting founders "generating between 2 million and 30 million euro in revenue"; the French team will "build direct relationships with founders and specialized financial intermediaries (brokers)" and plans "around ten hires by the end of 2026". It names the "Silver Tsunami" of retiring founders as one of two forces shaping the market.Source
  • 05

    Banyan courts two audiences, owners and their advisors, but the contact page has one form and the same inbox for general and M&A inquiries. An advisor with a mandate and an owner thinking about the future get the same path.

    High impactLow effort First result in 1 month Banyan marketing lead

    First action

    Add the first question to the form.

    How to measure it

    Advisor submissions

    Now
    –
    Target
    10 a quarter
    By
    2 quarters

    Steps

    1. 1

      Design the question

      Three paths.

      Banyan marketing lead 1 day

    2. 2

      Build the forms

      Owner and advisor fields.

      Web developer 2 days

    3. 3

      Route

      Salesforce queues by type and region.

      Sales Operations 2 days

    4. 4

      Set a reply time

      Same business day.

      M&A sourcing lead 1 day

    5. 5

      Add auto-replies

      Regional overview for advisors.

      Banyan marketing lead 1 day

    6. 6

      Review

      Volume and reply times.

      M&A sourcing lead monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Banyan marketing lead

    Smallest test

    Add the "I advise an owner" option and watch volume for a month.

    Why it works

    Ask one first question: "I own a software business", "I advise an owner" or "Something else". Owners get a short, confidential fit form; advisors get a mandate form and the advisor overview for their region; the rest go to the general inbox. Route each to the right team the same day.

    Fast, specific replies win mandates from advisors who send the same deal to several buyers.

    Risks and how to handle them

    • Owners worry about confidentiality

      Keep the form short and repeat the confidentiality promise.

    Evidence

    • Your websiteContact page: one form ("Every conversation is confidential"), the same inbox for general and M&A inquiries, and eight offices: Atlanta, Toronto, Melbourne, London, Munich, Amsterdam, Stockholm and Madrid. Paris is not listed.Source
    • Your websiteAdvisor overview pages in the sitemap (checked October 23, 2026): a general one plus APAC, Benelux, DACH and UK editions, and fall 2026 updates for North America and the Nordics. There is no France or Central and Eastern Europe edition. The language menu offers English, Deutsch, Español and Français only.Source
    • Your websiteFAQ ("Straight answers about selling your software company", "Last reviewed September 1, 2026") lists the fit criteria: more than $2 million in annual revenue, profitability, high recurring revenue, a defensible niche, high retention and a committed team; it has FAQPage structured data with 24 questions.Source
  • 06

    Banyan has pages for healthcare, education, government, financial services, HR and ERP software. Its FAQ names media and transportation, and it just announced Carus (ferries and ports) and features Host Hotel Systems, yet founders in those markets find no page that speaks to them.

    Medium impactMedium effort First result in 1 month Banyan marketing lead

    First action

    Draft the transportation page from existing news posts.

    How to measure it

    Inquiries from the three pages

    Now
    –
    Target
    15 a quarter
    By
    2 quarters

    Steps

    1. 1

      Pick logos

      Portfolio companies per industry.

      Banyan marketing lead 1 day

    2. 2

      Write copy

      Market-specific challenges.

      Banyan marketing lead 1 week

    3. 3

      Add a story

      One seller or CEO story each.

      Banyan marketing lead 1 week

    4. 4

      Build

      Healthcare template.

      Web developer 3 days

    5. 5

      Link

      From the FAQ and homepage.

      Banyan marketing lead 1 day

    6. 6

      Measure

      Inquiries per page.

      Banyan marketing lead monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Banyan marketing lead

    Smallest test

    Publish the transportation page first.

    Why it works

    Build three pages in the healthcare template: media and broadcast (vCreative, Mr. Master), transportation and logistics (Carus, TransPlus, Levl), and hospitality (Host Hotel Systems), each with portfolio logos, a seller story and a confidential form.

    Founders search by their own market, and a page full of peers is the strongest signal of fit.

    Risks and how to handle them

    • Too few companies in one industry

      Combine related markets on one page.

    Evidence

    • Your websiteIndustry pages exist for healthcare, education, government, financial services, HR software and ERP software. The FAQ says the portfolio also serves "media and entertainment" and "transportation", and recent news covers Carus (ferry reservations and port operations) and Host Hotel Systems, but there are no media, transportation or hospitality pages.Source
    • Your websiteOwner stories and seller stories: the owner-stories page opens "Proud to be 100% referenceable"; seller stories exist for Lightspeed, Medicat, School Pathways, TransPlus and vCreative, with German versions of three, and none in French, Spanish or the Nordic languages.Source
    • Your websiteFAQ ("Straight answers about selling your software company", "Last reviewed September 1, 2026") lists the fit criteria: more than $2 million in annual revenue, profitability, high recurring revenue, a defensible niche, high retention and a committed team; it has FAQPage structured data with 24 questions.Source

This quarter 9

The core plays for the next three months.

  • 07

    The FAQ lists the criteria plainly: more than $2 million in revenue, profitability, high recurring revenue, a defensible niche, high retention and a committed team. Owners who are years from selling want to know where they stand without a call.

    High impactMedium effort First result in 1 quarter Banyan marketing lead

    First action

    Write the six questions from the FAQ.

    How to measure it

    Completions with contact details

    Now
    –
    Target
    40 a month
    By
    2 quarters

    Steps

    1. 1

      Write questions

      Six, from the criteria.

      Banyan marketing lead 1 week

    2. 2

      Write results

      Fit bands and next steps.

      M&A sourcing lead 1 week

    3. 3

      Build

      No-login page.

      Web developer 2 weeks

    4. 4

      Set nurture

      Six- and twelve-month reminders.

      Banyan marketing lead 1 week

    5. 5

      Route hot fits

      To sourcing the same day.

      Sales Operations 2 days

    6. 6

      Translate

      German, French, Spanish.

      Banyan marketing lead 1 month

    First result
    1 quarter
    Cost
    Build and translation
    Owner
    Banyan marketing lead

    Smallest test

    Publish a static checklist version first.

    Why it works

    Build a six-question self-check that shows how the business compares with the criteria and what buyers will ask, with no valuation. At the end, offer the selling guide, a reminder in six or twelve months, or a confidential conversation.

    It turns early-stage owners into a nurture list years before they sell, which is when the relationship is won.

    Risks and how to handle them

    • Owners fear sharing numbers

      Use ranges and make contact details optional.

    Evidence

    • Your websiteFAQ ("Straight answers about selling your software company", "Last reviewed September 1, 2026") lists the fit criteria: more than $2 million in annual revenue, profitability, high recurring revenue, a defensible niche, high retention and a committed team; it has FAQPage structured data with 24 questions.Source
    • Your websiteAnnual 2026 letter from the CEO: "Our businesses are beating budget, achieving double-digit growth"; sellers "want an alternative to selling to private equity or strategics"; "a nearly ten-year track record of helping mostly bootstrapped software companies grow". How you Grow describes Growth Ops specialists in AI, sales and marketing, product, payments, talent, finance, cybersecurity and legal, "plus access to a preferred vendor network".Source
    • News coverageBanyan's own release (June 28, 2026): Banyan "opens a Paris office" with a 100 million euro envelope, targeting founders "generating between 2 million and 30 million euro in revenue"; the French team will "build direct relationships with founders and specialized financial intermediaries (brokers)" and plans "around ten hires by the end of 2026". It names the "Silver Tsunami" of retiring founders as one of two forces shaping the market.Source
  • 08

    Banyan has seller stories for five companies, three in German, and none in French, Spanish or the Nordic languages, although it has teams in Paris, Madrid and Stockholm. Founders trust founders who sound like them.

    High impactMedium effort First result in 1 quarter Banyan marketing lead

    First action

    Ask three owners in Europe for interviews.

    How to measure it

    Meetings from story links

    Now
    –
    Target
    20 a quarter
    By
    2 quarters

    Steps

    1. 1

      Pick owners

      One per market.

      M&A sourcing lead 2 weeks

    2. 2

      Interview

      Video and notes.

      Banyan marketing lead 1 month

    3. 3

      Write pages

      Local language first.

      Banyan marketing lead 2 weeks

    4. 4

      Add subtitles

      English and local.

      Banyan marketing lead 1 week

    5. 5

      Use in outreach

      Sequences and overviews.

      Manager, Business Development - Poland / Hungary ongoing

    6. 6

      Measure

      Meetings by story.

      Banyan marketing lead monthly

    First result
    1 quarter
    Cost
    Production budget
    Owner
    Banyan marketing lead

    Smallest test

    Publish one written story in French.

    Why it works

    Record one seller story per market: a French-speaking owner (or a Belgian one), a Nordic owner (Softera, Nordic Dahl) and a Spanish owner, as video with a written page. Use them in advisor overviews and sequences.

    Local peers answer the unspoken question, "what happened to people like me?"

    Risks and how to handle them

    • Owners decline publicity

      Offer written, anonymised versions.

    Evidence

    • Your websiteOwner stories and seller stories: the owner-stories page opens "Proud to be 100% referenceable"; seller stories exist for Lightspeed, Medicat, School Pathways, TransPlus and vCreative, with German versions of three, and none in French, Spanish or the Nordic languages.Source
    • Your websiteContact page: one form ("Every conversation is confidential"), the same inbox for general and M&A inquiries, and eight offices: Atlanta, Toronto, Melbourne, London, Munich, Amsterdam, Stockholm and Madrid. Paris is not listed.Source
    • News coverageBanyan's own release (June 28, 2026): Banyan "opens a Paris office" with a 100 million euro envelope, targeting founders "generating between 2 million and 30 million euro in revenue"; the French team will "build direct relationships with founders and specialized financial intermediaries (brokers)" and plans "around ten hires by the end of 2026". It names the "Silver Tsunami" of retiring founders as one of two forces shaping the market.Source
  • 09

    Valsoft shows its portfolio publicly; Banyan shows about 30 logos on the homepage out of more than 120 companies. A founder in a niche wants to see whether a peer is already in the family.

    Medium impactMedium effort First result in 1 quarter Banyan marketing lead

    First action

    Export the company list with industry and country.

    How to measure it

    Contact from directory visits

    Now
    –
    Target
    2%
    By
    2 quarters

    Steps

    1. 1

      Export list

      With industry, country, year.

      Finance 1 week

    2. 2

      Get approvals

      Opt-out from CEOs.

      Banyan marketing lead 2 weeks

    3. 3

      Build

      Filter by industry and country.

      Web developer 2 weeks

    4. 4

      Link

      Industry pages and overviews.

      Banyan marketing lead 1 day

    5. 5

      Add schema

      Organization data.

      Web developer 1 day

    6. 6

      Update

      After each close.

      Banyan marketing lead ongoing

    First result
    1 quarter
    Cost
    Build time
    Owner
    Banyan marketing lead

    Smallest test

    Publish the list for one industry.

    Why it works

    Publish a searchable directory: company, industry, country, year joined, with links to each company. Let companies opt out. Link the directory from industry pages and advisor overviews.

    Peer presence is a strong fit signal, and the directory earns search traffic for each company name.

    Risks and how to handle them

    • Confidential companies

      Opt-out and delay listing new closes.

    Evidence

    • Your websiteHomepage: "130+ Software businesses", "Zero Businesses ever sold", "100% Referenceable with the owners who trusted us", "4,000+ Employees across 19 countries", and "Over 100 companies acquired. Zero sold." The healthcare page says "120+ Software businesses"; the homepage logo strip shows about 30 companies and there is no portfolio directory.Source
    • Competitor researchValsoft's homepage: "Valsoft acquires and develops vertical market software businesses that provide mission-critical solutions. 150+ companies. 20+ industries. 14+ countries.", with a public Portfolio section and "AI labs". Constellation Software's operating groups and other VMS acquirers court the same founders and brokers.Source
    • Your websiteIndustry pages exist for healthcare, education, government, financial services, HR software and ERP software. The FAQ says the portfolio also serves "media and entertainment" and "transportation", and recent news covers Carus (ferry reservations and port operations) and Host Hotel Systems, but there are no media, transportation or hospitality pages.Source
  • 10

    In six weeks, WIZE has been asked to implement HubSpot from scratch, Point & Click to run HubSpot and LinkedIn campaigns, and ZAP to build landing pages and nurture programs. Each first growth hire is building the same foundations alone.

    High impactMedium effort First result in 1 quarter Head of MarTech & Growth

    First action

    Hold a call between the WIZE, PNC and ZAP marketers.

    How to measure it

    Time to first attributed pipeline

    Now
    –
    Target
    6 weeks
    By
    2 quarters

    Steps

    1. 1

      Gather needs

      Three companies.

      Growth Ops, Sales & Marketing 1 week

    2. 2

      Build at WIZE

      Full setup.

      Head of MarTech & Growth (WIZE) 1 quarter

    3. 3

      Document

      Kit and guide.

      Head of MarTech & Growth (WIZE) 2 weeks

    4. 4

      Install at PNC and ZAP

      One week each.

      Growth Ops, Sales & Marketing 1 month

    5. 5

      Share dashboards

      Common metrics.

      Growth Ops, Sales & Marketing 1 month

    6. 6

      Review

      Quarterly improvements.

      Growth Ops, Sales & Marketing quarterly

    First result
    1 quarter
    Cost
    Staff time and licences
    Owner
    Head of MarTech & Growth (WIZE)

    Smallest test

    Share WIZE's lifecycle stage design with two companies.

    Why it works

    Have Growth Ops package one HubSpot setup: lifecycle stages, lead scoring, nurture templates, attribution reports, GDPR settings and a dashboard. WIZE builds it first, documents it, and the next companies install it in a week.

    Shared foundations cut months from every new growth hire and make results comparable across companies.

    Risks and how to handle them

    • One size does not fit

      Keep the kit small and editable.

    Evidence

    • HiringHead of MarTech & Growth - UK & Global at WIZE, a Banyan company in wealth and asset management software "trusted by 120+ financial institutions across 27 countries" (posted October 14, 2026): the "first dedicated growth hire", to "Lead the implementation of HubSpot", build lead scoring, nurture sequences and attribution, and bring "conversational SDR agents" into the funnel with GDPR compliance.Source
    • HiringMarketing Manager at Point & Click Solutions, the electronic medical records provider for university student health and counseling clinics (posted October 20, 2026): run campaigns with "HubSpot, LinkedIn" and AI tools, "Manage website content and optimization of SEO/AEO/GEO", and "build and deploy marketing agents".Source
    • HiringMore growth hires inside the portfolio: a Growth Marketing Specialist at ZAP Solutions (higher-education admissions and student affairs software; demand generation, landing pages, email nurture), a Growth Product Manager at Teamup ("5 million people use a Teamup calendar every month"; owns activation, the viewer-to-admin referral loop and free-to-paid), Element 74's first Head of Sales and Marketing (case management for victim services; "retention runs in the high 90s"; expansion into adjacent human services verticals) and a first Commercial Director at Besco, a Belgian healthcare software company.Source
    • Your websiteAnnual 2026 letter from the CEO: "Our businesses are beating budget, achieving double-digit growth"; sellers "want an alternative to selling to private equity or strategics"; "a nearly ten-year track record of helping mostly bootstrapped software companies grow". How you Grow describes Growth Ops specialists in AI, sales and marketing, product, payments, talent, finance, cybersecurity and legal, "plus access to a preferred vendor network".Source
  • 11

    Banyan teaches answer engine optimization in its "Winning the AI Visibility Race" webinar, and Point & Click's new marketer is asked to own SEO/AEO/GEO. Most portfolio companies serve niches where buyers increasingly ask AI assistants for vendors.

    High impactMedium effort First result in 1 quarter Marketing Manager

    First action

    Run the check for ten questions in Point & Click's market.

    How to measure it

    Answer share for tracked questions

    Now
    –
    Target
    +15 points
    By
    3 quarters

    Steps

    1. 1

      Pick questions

      Ten per company.

      Marketing Manager (Point & Click Solutions) 1 week

    2. 2

      Run baseline

      Major assistants.

      Marketing Manager (Point & Click Solutions) 1 week

    3. 3

      Write fix lists

      Per company.

      Growth Ops, Sales & Marketing 2 weeks

    4. 4

      Fix

      Pages and schema.

      Company marketers 1 quarter

    5. 5

      Repeat

      Monthly check.

      Growth Ops, Sales & Marketing monthly

    6. 6

      Share wins

      Portfolio community.

      Growth Ops, Sales & Marketing quarterly

    First result
    1 quarter
    Cost
    Staff time and tool
    Owner
    Marketing Manager (Point & Click Solutions)

    Smallest test

    Baseline one company.

    Why it works

    Run a monthly check of the top buyer questions in each company's market across major AI assistants, record who is cited, and give each company a fix list (comparison pages, FAQs, structured data, review profiles). Report the share of answers each company appears in.

    Niche vendors can win AI answers cheaply because few competitors try, and a shared tool spreads the cost.

    Risks and how to handle them

    • Answers change often

      Track trends, not single checks.

    Evidence

    • Your website"The State of AI for Vertical Market Operators" (July 27, 2026), from "260+ VMS founders, CEOs, and operators": "51% of software operators see fewer than one in four customers actually use the AI they built" and "44% said their biggest regret was not starting sooner". An on-demand webinar, "Winning the AI Visibility Race", teaches answer engine optimization.Source
    • HiringMarketing Manager at Point & Click Solutions, the electronic medical records provider for university student health and counseling clinics (posted October 20, 2026): run campaigns with "HubSpot, LinkedIn" and AI tools, "Manage website content and optimization of SEO/AEO/GEO", and "build and deploy marketing agents".Source
    • HiringMore growth hires inside the portfolio: a Growth Marketing Specialist at ZAP Solutions (higher-education admissions and student affairs software; demand generation, landing pages, email nurture), a Growth Product Manager at Teamup ("5 million people use a Teamup calendar every month"; owns activation, the viewer-to-admin referral loop and free-to-paid), Element 74's first Head of Sales and Marketing (case management for victim services; "retention runs in the high 90s"; expansion into adjacent human services verticals) and a first Commercial Director at Besco, a Belgian healthcare software company.Source
  • 12

    Chiefs of Staff in the Executive Leadership Program stand up "the first 100 days of a newly acquired business" and shape go-to-market plans. Banyan closed several acquisitions in October alone; each first 100 days is a chance to set a growth baseline.

    High impactMedium effort First result in 1 quarter Chief of Staff

    First action

    Draft the scorecard with two operating leaders.

    How to measure it

    Scorecards completed by day 100

    Now
    –
    Target
    100%
    By
    3 quarters

    Steps

    1. 1

      Draft

      Ten measures.

      Chief of Staff, Executive Leadership Program 2 weeks

    2. 2

      Test

      Two recent acquisitions.

      Chief of Staff, Executive Leadership Program 1 quarter

    3. 3

      Template

      In the shared drive.

      Chief of Staff, Executive Leadership Program 1 week

    4. 4

      Train

      Operating leaders.

      Operating Leaders 1 week

    5. 5

      Run

      Every new company.

      Chief of Staff, Executive Leadership Program ongoing

    6. 6

      Aggregate

      Portfolio view.

      Finance quarterly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Chief of Staff, Executive Leadership Program

    Smallest test

    Run it on one October acquisition.

    Why it works

    Define a scorecard used in every first 100 days: funnel metrics, pricing review, website and AI visibility check, CRM health, retention cohort and one quick growth test. Review it with the CEO at day 30, 60 and 100.

    A baseline makes Banyan's growth claims provable and gives each new CEO quick wins.

    Risks and how to handle them

    • Feels like control

      Keep it advisory and owned by the CEO.

    Evidence

    • HiringBanyan-level programs: a Chief of Staff, Executive Leadership Program ("shaping a go-to-market plan for one company, improving customer onboarding at another, or standing up the first 100 days of a newly acquired business"; posted October 8, 2026) and an Entrepreneur in Residence program "to build AI-native companies from within our portfolio". Every post describes Banyan as operating "more than 120 portfolio companies".Source
    • Your websiteAnnual 2026 letter from the CEO: "Our businesses are beating budget, achieving double-digit growth"; sellers "want an alternative to selling to private equity or strategics"; "a nearly ten-year track record of helping mostly bootstrapped software companies grow". How you Grow describes Growth Ops specialists in AI, sales and marketing, product, payments, talent, finance, cybersecurity and legal, "plus access to a preferred vendor network".Source
    • HiringMore growth hires inside the portfolio: a Growth Marketing Specialist at ZAP Solutions (higher-education admissions and student affairs software; demand generation, landing pages, email nurture), a Growth Product Manager at Teamup ("5 million people use a Teamup calendar every month"; owns activation, the viewer-to-admin referral loop and free-to-paid), Element 74's first Head of Sales and Marketing (case management for victim services; "retention runs in the high 90s"; expansion into adjacent human services verticals) and a first Commercial Director at Besco, a Belgian healthcare software company.Source
  • 13

    Banyan already writes seasonal advisor updates (North America fall 2026, Nordics September 2026). Advisors decide where to send deals; a regular, useful update keeps Banyan on their list.

    High impactMedium effort First result in 1 quarter Manager

    First action

    Build the advisor list by region in Salesforce.

    How to measure it

    Advisor-sourced mandates

    Now
    –
    Target
    +30%
    By
    3 quarters

    Steps

    1. 1

      Build list

      By region.

      M&A sourcing lead 2 weeks

    2. 2

      Write template

      Four sections.

      Banyan marketing lead 1 week

    3. 3

      Localise

      DACH, France, Nordics, CEE.

      Banyan marketing lead 2 weeks

    4. 4

      Send

      Quarterly.

      Banyan marketing lead quarterly

    5. 5

      Track

      Mandates per advisor.

      Sales Operations quarterly

    6. 6

      Host

      Annual advisor dinner.

      M&A sourcing lead yearly

    First result
    1 quarter
    Cost
    Email tool and events
    Owner
    Manager, Business Development Poland / Hungary

    Smallest test

    Send one update to 50 advisors.

    Why it works

    Offer advisors a quarterly email: deal criteria, recent closes by industry, a seller story, and a direct contact per region. Track which advisors send mandates and invite the most active to an annual dinner.

    Regular, relevant contact is how buyers stay top of mind with intermediaries.

    Risks and how to handle them

    • Advisors ignore emails

      Keep it short and personal.

    Evidence

    • Your websiteAdvisor overview pages in the sitemap (checked October 23, 2026): a general one plus APAC, Benelux, DACH and UK editions, and fall 2026 updates for North America and the Nordics. There is no France or Central and Eastern Europe edition. The language menu offers English, Deutsch, Español and Français only.Source
    • News coverageBanyan's own release (June 28, 2026): Banyan "opens a Paris office" with a 100 million euro envelope, targeting founders "generating between 2 million and 30 million euro in revenue"; the French team will "build direct relationships with founders and specialized financial intermediaries (brokers)" and plans "around ten hires by the end of 2026". It names the "Silver Tsunami" of retiring founders as one of two forces shaping the market.Source
    • HiringManager, Business Development - Poland / Hungary (posted October 22, 2026): "the chance to help build Banyan's brand and presence across Central and Eastern Europe. With a focus on Poland and Hungary, you'll shape how software founders in the region come to know us". The role identifies vertical software companies, contacts owners "through a mix of channels including email, phone, & conferences", runs "daily engagement and nurturing programs" and reports KPIs from Salesforce and Outreach.Source
  • 14

    Banyan names the retirement of founders from the 1990s and 2000s as a defining force in its market, and its own guide says owners often spend "several years" preparing. Owners nearing retirement need help well before a sale.

    High impactMedium effort First result in 2 quarters Banyan marketing lead

    First action

    Write the succession checklist.

    How to measure it

    Owners enrolled

    Now
    –
    Target
    300
    By
    3 quarters

    Steps

    1. 1

      Write the checklist

      From the selling guide.

      Banyan marketing lead 2 weeks

    2. 2

      Plan webinars

      One per market.

      Banyan marketing lead 1 month

    3. 3

      Invite owners

      Sourcing lists.

      Manager, Business Development - Poland / Hungary 1 month

    4. 4

      Host peers

      Former owners.

      M&A sourcing lead quarterly

    5. 5

      Nurture

      Quarterly updates.

      Banyan marketing lead ongoing

    6. 6

      Measure

      Meetings from participants.

      Banyan marketing lead quarterly

    First result
    2 quarters
    Cost
    Event costs
    Owner
    Banyan marketing lead

    Smallest test

    Host one webinar in DACH.

    Why it works

    Run a series in each market: a succession checklist, a webinar on preparing a business and a team for a new owner, and a peer session with former owners. Capture each participant into a long-term nurture track.

    Helping owners before they decide earns the relationship that wins the deal later.

    Risks and how to handle them

    • Feels like a sales pitch

      Keep content practical and vendor-neutral.

    Evidence

    • News coverageBanyan's own release (June 28, 2026): Banyan "opens a Paris office" with a 100 million euro envelope, targeting founders "generating between 2 million and 30 million euro in revenue"; the French team will "build direct relationships with founders and specialized financial intermediaries (brokers)" and plans "around ten hires by the end of 2026". It names the "Silver Tsunami" of retiring founders as one of two forces shaping the market.Source
    • Your websiteAnnual 2026 letter from the CEO: "Our businesses are beating budget, achieving double-digit growth"; sellers "want an alternative to selling to private equity or strategics"; "a nearly ten-year track record of helping mostly bootstrapped software companies grow". How you Grow describes Growth Ops specialists in AI, sales and marketing, product, payments, talent, finance, cybersecurity and legal, "plus access to a preferred vendor network".Source
    • Your websiteFAQ ("Straight answers about selling your software company", "Last reviewed September 1, 2026") lists the fit criteria: more than $2 million in annual revenue, profitability, high recurring revenue, a defensible niche, high retention and a committed team; it has FAQPage structured data with 24 questions.Source
  • 15

    Banyan says it is "100% referenceable" with every owner who sold to it. That promise is on the homepage but only works when a deal team arranges calls.

    High impactLow effort First result in 1 quarter M&A sourcing lead

    First action

    Ask ten former owners to join the bench.

    How to measure it

    Reference calls

    Now
    –
    Target
    20 a quarter
    By
    2 quarters

    Steps

    1. 1

      Recruit bench

      Ten owners.

      M&A sourcing lead 1 month

    2. 2

      Match rules

      Industry and country.

      M&A sourcing lead 1 week

    3. 3

      Add button

      Owner stories and industry pages.

      Web developer 1 week

    4. 4

      Schedule

      Within a week.

      Executive Assistant ongoing

    5. 5

      Thank

      Gift or donation to the Foundation.

      M&A sourcing lead ongoing

    6. 6

      Track

      Calls to meetings.

      Sales Operations quarterly

    First result
    1 quarter
    Cost
    Thank-you budget
    Owner
    M&A sourcing lead

    Smallest test

    Offer one reference call in the next five first meetings.

    Why it works

    Add a request button on owner stories and industry pages: an owner in a similar market or country, a 30-minute call, arranged within a week. Recruit a bench of former owners willing to take two calls a quarter.

    Peer references are the most persuasive proof in M&A, and offering them up front sets Banyan apart from buyers who cannot.

    Risks and how to handle them

    • Former owners overloaded

      Cap calls per person.

    Evidence

    • Your websiteHomepage: "130+ Software businesses", "Zero Businesses ever sold", "100% Referenceable with the owners who trusted us", "4,000+ Employees across 19 countries", and "Over 100 companies acquired. Zero sold." The healthcare page says "120+ Software businesses"; the homepage logo strip shows about 30 companies and there is no portfolio directory.Source
    • Your websiteOwner stories and seller stories: the owner-stories page opens "Proud to be 100% referenceable"; seller stories exist for Lightspeed, Medicat, School Pathways, TransPlus and vCreative, with German versions of three, and none in French, Spanish or the Nordic languages.Source

Big bets 3

Larger plays that can change the trajectory.

  • 16

    The annual letter says the businesses are "beating budget, achieving double-digit growth" and none has ever been sold. Owners comparing Banyan with private equity hear claims; a dated, aggregate record would be proof.

    High impactHigh effort First result in 3 quarters CEO

    First action

    Pick five measures Finance can report today.

    How to measure it

    Meetings citing the report

    Now
    –
    Target
    25 a year
    By
    1 year

    Steps

    1. 1

      Pick measures

      Five measures.

      Finance 1 month

    2. 2

      Collect data

      By cohort year.

      Finance 2 months

    3. 3

      Privacy review

      No single company identifiable.

      Legal 1 month

    4. 4

      Write

      Report and summary.

      Banyan marketing lead 1 month

    5. 5

      Launch

      Advisors, press, LinkedIn.

      Banyan marketing lead 1 month

    6. 6

      Repeat

      Yearly.

      CEO yearly

    First result
    3 quarters
    Cost
    Analyst time
    Owner
    CEO

    Smallest test

    Share the five numbers with ten advisors privately.

    Why it works

    Publish a yearly report: median revenue growth, employee retention, CEO tenure, customer retention and products launched after joining, by cohort year, without naming companies. Pair it with the AI benchmark launch.

    Data beats promises in a sales process built on trust, and it gives brokers something to forward.

    Risks and how to handle them

    • Weak numbers in some cohorts

      Report medians and ranges honestly.

    Evidence

    • Your websiteAnnual 2026 letter from the CEO: "Our businesses are beating budget, achieving double-digit growth"; sellers "want an alternative to selling to private equity or strategics"; "a nearly ten-year track record of helping mostly bootstrapped software companies grow". How you Grow describes Growth Ops specialists in AI, sales and marketing, product, payments, talent, finance, cybersecurity and legal, "plus access to a preferred vendor network".Source
    • Your websiteHomepage: "130+ Software businesses", "Zero Businesses ever sold", "100% Referenceable with the owners who trusted us", "4,000+ Employees across 19 countries", and "Over 100 companies acquired. Zero sold." The healthcare page says "120+ Software businesses"; the homepage logo strip shows about 30 companies and there is no portfolio directory.Source
    • Your website"The State of AI for Vertical Market Operators" (July 27, 2026), from "260+ VMS founders, CEOs, and operators": "51% of software operators see fewer than one in four customers actually use the AI they built" and "44% said their biggest regret was not starting sooner". An on-demand webinar, "Winning the AI Visibility Race", teaches answer engine optimization.Source
  • 17

    The Poland / Hungary role is the first in the region and owns brand building there. Banyan already runs events such as a DACH AI event; in a new market, an event introduces the model to many founders at once.

    High impactHigh effort First result in 4 quarters Manager

    First action

    Book a venue in Warsaw for the first quarter.

    How to measure it

    Qualified founders met

    Now
    –
    Target
    60
    By
    4 quarters

    Steps

    1. 1

      List founders

      Target verticals.

      Manager, Business Development - Poland / Hungary 1 month

    2. 2

      Plan agenda

      AI benchmark and peers.

      Banyan marketing lead 1 month

    3. 3

      Invite

      Email, phone, LinkedIn.

      Manager, Business Development - Poland / Hungary 1 month

    4. 4

      Host Warsaw

      Half day.

      Manager, Business Development - Poland / Hungary 1 day

    5. 5

      Host Budapest

      Half day.

      Manager, Business Development - Poland / Hungary 1 day

    6. 6

      Follow up

      Local language.

      Manager, Business Development - Poland / Hungary 1 month

    First result
    4 quarters
    Cost
    Event costs
    Owner
    Manager, Business Development Poland / Hungary

    Smallest test

    Host one founder dinner in Warsaw.

    Why it works

    Host a half-day "AI for vertical software" session in Warsaw and Budapest using the AI benchmark, with a DACH or Nordic portfolio CEO and a former owner speaking. Follow up each attendee in their language.

    Events build a sourcing list and local reputation faster than cold outreach alone.

    Risks and how to handle them

    • Low turnout

      Partner with local software associations.

    Evidence

    • HiringManager, Business Development - Poland / Hungary (posted October 22, 2026): "the chance to help build Banyan's brand and presence across Central and Eastern Europe. With a focus on Poland and Hungary, you'll shape how software founders in the region come to know us". The role identifies vertical software companies, contacts owners "through a mix of channels including email, phone, & conferences", runs "daily engagement and nurturing programs" and reports KPIs from Salesforce and Outreach.Source
    • Your website"The State of AI for Vertical Market Operators" (July 27, 2026), from "260+ VMS founders, CEOs, and operators": "51% of software operators see fewer than one in four customers actually use the AI they built" and "44% said their biggest regret was not starting sooner". An on-demand webinar, "Winning the AI Visibility Race", teaches answer engine optimization.Source
    • Your websiteAdvisor overview pages in the sitemap (checked October 23, 2026): a general one plus APAC, Benelux, DACH and UK editions, and fall 2026 updates for North America and the Nordics. There is no France or Central and Eastern Europe edition. The language menu offers English, Deutsch, Español and Français only.Source
  • 18

    ZAP (admissions and student affairs) and Point & Click (campus health records) are both hiring marketers who sell to universities, and Banyan owns other education businesses. Each sells to the same institutions at the same conferences.

    High impactHigh effort First result in 3 quarters Growth Ops

    First action

    Compare ZAP's and Point & Click's conference lists.

    How to measure it

    Cross-referred opportunities

    Now
    –
    Target
    20
    By
    3 quarters

    Steps

    1. 1

      Gather companies

      Education portfolio.

      Growth Ops, Sales & Marketing 1 month

    2. 2

      Share calendars

      Conferences.

      Growth Marketing Specialist (ZAP Solutions) 2 weeks

    3. 3

      Map accounts

      Shared institutions.

      Marketing Manager (Point & Click Solutions) 1 month

    4. 4

      Set referral rules

      Non-competing products only.

      Legal 1 month

    5. 5

      Run joint webinar

      One per quarter.

      Growth Marketing Specialist (ZAP Solutions) quarterly

    6. 6

      Measure

      Shared pipeline.

      Growth Ops, Sales & Marketing quarterly

    First result
    3 quarters
    Cost
    Shared event budget
    Owner
    Growth Ops, Sales & Marketing

    Smallest test

    Share one booth at one conference.

    Why it works

    Form a council of the education companies' marketers: shared conference calendar and booth costs, a shared account map of institutions, joint webinars and a referral rule between non-competing products.

    Shared presence lowers costs and joint referrals carry trust between products a campus already uses.

    Risks and how to handle them

    • Companies compete

      Limit referrals to non-competing products.

    Evidence

    • HiringMarketing Manager at Point & Click Solutions, the electronic medical records provider for university student health and counseling clinics (posted October 20, 2026): run campaigns with "HubSpot, LinkedIn" and AI tools, "Manage website content and optimization of SEO/AEO/GEO", and "build and deploy marketing agents".Source
    • HiringMore growth hires inside the portfolio: a Growth Marketing Specialist at ZAP Solutions (higher-education admissions and student affairs software; demand generation, landing pages, email nurture), a Growth Product Manager at Teamup ("5 million people use a Teamup calendar every month"; owns activation, the viewer-to-admin referral loop and free-to-paid), Element 74's first Head of Sales and Marketing (case management for victim services; "retention runs in the high 90s"; expansion into adjacent human services verticals) and a first Commercial Director at Besco, a Belgian healthcare software company.Source
    • Your websiteIndustry pages exist for healthcare, education, government, financial services, HR software and ERP software. The FAQ says the portfolio also serves "media and entertainment" and "transportation", and recent news covers Carus (ferry reservations and port operations) and Host Hotel Systems, but there are no media, transportation or hospitality pages.Source

Wildcards 4

Unexpected experiments, each with a cheap way to test it.

  • 19

    Banyan's benchmark found that 51% of operators see fewer than one in four customers use the AI they built. The new EIR program builds AI-native companies from inside the portfolio. Each venture could start where adoption is already proven.

    Medium impactMedium effort First result in 2 quarters Entrepreneur in Residence

    First action

    List portfolio AI features with usage data.

    How to measure it

    Adoption in first venture

    Now
    –
    Target
    25% of pilot customers weekly
    By
    2 quarters

    Steps

    1. 1

      List features

      With usage.

      Manager of Applied AI Products 2 weeks

    2. 2

      Rank

      By adoption and market.

      Entrepreneur in Residence 2 weeks

    3. 3

      Pick one

      Highest adoption.

      Entrepreneur in Residence 1 week

    4. 4

      Set metric

      Weekly active customers.

      Entrepreneur in Residence 1 day

    5. 5

      Build

      Pilot.

      Entrepreneur in Residence 1 quarter

    6. 6

      Share lessons

      Community.

      Entrepreneur in Residence quarterly

    First result
    2 quarters
    Cost
    Venture budget
    Owner
    Entrepreneur in Residence

    Smallest test

    Interview five customers of the most-used feature.

    Why it works

    Pick EIR opportunities where a portfolio company has measured customer use of an AI feature, and require an adoption metric from the first month. Publish anonymised lessons back to the community.

    Ventures built on proven use avoid the benchmark's most common failure.

    Risks and how to handle them

    • Bias to existing features

      Allow new ideas with customer evidence.

    Evidence

    • Your website"The State of AI for Vertical Market Operators" (July 27, 2026), from "260+ VMS founders, CEOs, and operators": "51% of software operators see fewer than one in four customers actually use the AI they built" and "44% said their biggest regret was not starting sooner". An on-demand webinar, "Winning the AI Visibility Race", teaches answer engine optimization.Source
    • HiringBanyan-level programs: a Chief of Staff, Executive Leadership Program ("shaping a go-to-market plan for one company, improving customer onboarding at another, or standing up the first 100 days of a newly acquired business"; posted October 8, 2026) and an Entrepreneur in Residence program "to build AI-native companies from within our portfolio". Every post describes Banyan as operating "more than 120 portfolio companies".Source
  • 20

    Teamup has 5 million monthly users and a sharing loop that turns viewers into admins, and its new growth PM will instrument activation and free-to-paid. Most Banyan companies are sales-led and could use a small self-serve path.

    Medium impactLow effort First result in 1 quarter Growth Product Manager

    First action

    Agree a one-page experiment log format.

    How to measure it

    Teams running a test

    Now
    –
    Target
    5
    By
    3 quarters

    Steps

    1. 1

      Format

      One page.

      Growth Product Manager (Teamup) 1 day

    2. 2

      Publish monthly

      Community channel.

      Growth Product Manager (Teamup) monthly

    3. 3

      Host session

      Quarterly.

      Growth Ops, Sales & Marketing quarterly

    4. 4

      Pick pilots

      Two companies.

      Growth Ops, Sales & Marketing 1 month

    5. 5

      Support tests

      Office hours.

      Growth Product Manager (Teamup) monthly

    6. 6

      Measure

      Tests run.

      Growth Ops, Sales & Marketing quarterly

    First result
    1 quarter
    Cost
    $0
    Owner
    Growth Product Manager (Teamup)

    Smallest test

    Publish the first log.

    Why it works

    Ask the Teamup PM to publish a monthly experiment log (what was tested, result, lesson) to the portfolio community, and run one session a quarter on activation and upgrade design for other product teams.

    Lessons from a self-serve product are rare inside a sales-led portfolio and cost almost nothing to share.

    Risks and how to handle them

    • Distracts the Teamup PM

      Cap at two hours a month.

    Evidence

    • HiringMore growth hires inside the portfolio: a Growth Marketing Specialist at ZAP Solutions (higher-education admissions and student affairs software; demand generation, landing pages, email nurture), a Growth Product Manager at Teamup ("5 million people use a Teamup calendar every month"; owns activation, the viewer-to-admin referral loop and free-to-paid), Element 74's first Head of Sales and Marketing (case management for victim services; "retention runs in the high 90s"; expansion into adjacent human services verticals) and a first Commercial Director at Besco, a Belgian healthcare software company.Source
    • Your websiteAnnual 2026 letter from the CEO: "Our businesses are beating budget, achieving double-digit growth"; sellers "want an alternative to selling to private equity or strategics"; "a nearly ten-year track record of helping mostly bootstrapped software companies grow". How you Grow describes Growth Ops specialists in AI, sales and marketing, product, payments, talent, finance, cybersecurity and legal, "plus access to a preferred vendor network".Source
  • 21

    Real visitors pass Core Web Vitals, but Google's phone lab test shows the hero image taking 7.6 s to appear (desktop scores 95). Founders on slower mobile connections in new markets may see the slow version.

    Low impactLow effort First result in 1 week Web developer

    First action

    Compress the hero image.

    How to measure it

    Mobile score

    Now
    –
    Target
    90
    By
    1 month

    Steps

    1. 1

      Resize

      Mobile sizes.

      Web developer 2 hours

    2. 2

      Convert

      AVIF or WebP.

      Web developer 1 hour

    3. 3

      Preload

      Hero only.

      Web developer 1 hour

    4. 4

      Lazy-load

      Logos.

      Web developer 1 hour

    5. 5

      Test

      PageSpeed.

      Web developer 1 hour

    6. 6

      Monitor

      Field data.

      Banyan marketing lead monthly

    First result
    1 week
    Cost
    $0
    Owner
    Web developer

    Smallest test

    Convert the hero image today.

    Why it works

    Serve the hero image in a modern format at mobile sizes, preload it, and lazy-load the logo strip. Recheck in PageSpeed.

    A cheap fix that keeps first impressions fast as traffic grows in new regions.

    Risks and how to handle them

    • Image quality drops

      Check on retina screens.

    Evidence

    • Google PageSpeedMobile performance 72 (desktop 95); in the phone lab test the hero image takes 7.6 s to appear, but real visitors pass Core Web Vitals (field LCP about 1.1 s, INP 95 ms, CLS 0).Source
  • 22

    Element 74 sells to state coalitions in 49 states and to the agencies under them, and its new sales leader must take that model into adjacent human services markets. Several Banyan companies sell through associations the same way.

    Medium impactMedium effort First result in 2 quarters Head of Sales and Marketing

    First action

    Write down how the first five coalitions were won.

    How to measure it

    Associations signed

    Now
    –
    Target
    3
    By
    3 quarters

    Steps

    1. 1

      Document

      Coalition motion.

      Head of Sales and Marketing (Element 74) 1 month

    2. 2

      Pick vertical

      Adjacent market.

      Head of Sales and Marketing (Element 74) 1 month

    3. 3

      Approach associations

      Three.

      Head of Sales and Marketing (Element 74) 1 quarter

    4. 4

      Member offer

      Pricing and training.

      Head of Sales and Marketing (Element 74) 1 month

    5. 5

      Share

      Portfolio community.

      Growth Ops, Sales & Marketing quarterly

    6. 6

      Measure

      Agencies won.

      Head of Sales and Marketing (Element 74) quarterly

    First result
    2 quarters
    Cost
    Staff time only
    Owner
    Head of Sales and Marketing (Element 74)

    Smallest test

    Interview two associations in the adjacent market.

    Why it works

    Document the coalition-first motion (association partnership, member pricing, training content), test it in one adjacent vertical, and share it with portfolio companies that sell through associations.

    Associations concentrate buyers and trust, and a proven motion can be reused across the portfolio.

    Risks and how to handle them

    • Different buying rules

      Validate with interviews first.

    Evidence

    • HiringMore growth hires inside the portfolio: a Growth Marketing Specialist at ZAP Solutions (higher-education admissions and student affairs software; demand generation, landing pages, email nurture), a Growth Product Manager at Teamup ("5 million people use a Teamup calendar every month"; owns activation, the viewer-to-admin referral loop and free-to-paid), Element 74's first Head of Sales and Marketing (case management for victim services; "retention runs in the high 90s"; expansion into adjacent human services verticals) and a first Commercial Director at Besco, a Belgian healthcare software company.Source

03

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Independent research. Programmable wrote this playbook from public sources, as they stood on October 26, 2026, and cites them throughout. Banyan Software did not commission, review or endorse it, and Programmable is not affiliated with Banyan Software. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how Banyan Software runs its business.

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30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 307 ideas

    France and CEE advisor overviews, one portfolio number, sitemap clean-up, Paris on the contact page, the three-way contact form and new industry pages; the hero image fix.

  2. Days 31 to 6012 ideas

    Fit self-check, local seller stories, portfolio directory, HubSpot kit, AI visibility, 100-day scorecard, advisor subscription, succession program and former-owner references; EIR brief, Teamup lessons and the coalition model.

  3. Days 61 to 903 ideas

    Commit to the permanent-home record, CEE founder events and the higher-education council.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value A buyer that never sells. The most cited problem: fear of private equity flips.

  • Keeping the team, brand and culture
  • Succession without a family successor
  • In their words: “permanent home”

Market

Competitive landscape

3 competitors compared: Valsoft, Constellation Software operating groups and Private equity buyers.

  • Gap to exploit: Local-language proof for founders in new markets
  • Valsoft: Similar permanent-hold message
  • Constellation Software operating groups: Can feel large and decentralised to small founders

Hiring signals

Banyan is opening new sourcing markets and building first growth teams inside its portfolio at the same time.

  • Manager, Business Development - Poland / Hungary: Build Banyan's brand with founders in CEE. Ideas 1, 17.
  • Head of MarTech & Growth - UK & Global (WIZE): HubSpot from scratch and a new UK market. Idea 10.
  • Marketing Manager (Point & Click Solutions): SEO/AEO/GEO and marketing agents. Ideas 11, 18.

From the team that wrote this playbook

All products
  • ProgrammableAgencyWorking AI systems in days, not quarters (opens programmable.agency in a new tab)
  • ProgrammableInfoAn agent that finds, researches and asks first (opens programmable.info in a new tab)
  • ProgrammableDigitalScreenshots in, an animated product demo out (opens programmable.digital in a new tab)
  • ProgrammableWatchKnow the day a supplier falls out of compliance (opens programmable.watch in a new tab)
  • ProgrammableTalkGet registrants for your events, and know who’s coming (opens programmable.talk in a new tab)
  • ProgrammablePageText what you need, your customer gets a page that works (opens programmable.page in a new tab)
  • ProgrammableCommunityForums with labelled AI members, never empty (opens programmable.community in a new tab)
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