- Analyze key financial and operational drivers
- Benchmark against peers and best-in-class metrics
- Define bold but achievable P&L improvement targets
Business turnaround and performance acceleration
OvalBT helps companies boost operational performance by driving effective business turnarounds that unlock value generation in line with investor expectations
Uncover Opportunities
Identify and map opportunities and initiatives to improve operations and procurement
Governance & Sustainability
Define governance and sustainability models and frameworks to monitor implementations and impacts
Data in Action
Design dashboards and tools for tracking key metrics – operational and financial
Change Management
Implement change and culture management to ensure successful deployment
Strategic Growth & Value Optimization
Profitability enhancement and margin improvement
- Margin expansion ensured and savings achieved
- Key drivers and critical profitability factors identified
- Costs and expenses rationalized
- Processes and organization optimized
- Pricing strategy and price management defined and executed
Value creation
- Overall value (Total Cost of Ownership) targeted and maximized
- Integration programs designed, planned and deployed
- Synergies identified and quantified
- Corporate structure and governance model defined
Operational excellence
- Performance targets established
- Continuous improvement capabilities strengthened
- Customer-facing processes streamlined
- Master data management executed to identify opportunities and measure success
Who we are?
Category Five Ventures and Oval joined forces to help companies enhance operational performance in line with investor expectations. Our partnership offers hands-on management expertise combined with proven consulting capabilities to drive measurable results
Turnaround experts
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U.S. market expertise
Extensive knowledge and strategic insight into approaching and navigating the U.S. market
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Proven credibility
Experienced leadership with a track record of adding enterprise value across the Americas, enhancing confidence and trust
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Seasoned practitioners
A team of professionals with a history of successful project delivery, bringing hands-on expertise
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In-depth procurement experience
Demonstrated on-the-ground experience in conducting procurement assessments and achieving measurable and tangible savings
Planning and consulting expertise
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Proven track record
25+ years of experience partnering with leading companies across Latin America
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Deep operational expertise
Expert impactful improvement programs assessment, design, and deployment
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Comprehensive support capabilities
Strong IT, analytics, and data management resources to reinforce our recommendations
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Effective Program Management
Clear, strategic communication of findings and opportunities to secure buy-in at all organizational levels
- Consolidate operations
- Eliminate corporate silos
- Align interests and incentives for the good of the corporation
- Establish clear objectives and implement KPI’s
- Systematically identify and remove waste – redundancies, management structures, materials, working
capital - Turn non-productive assets into cash
- Change culture implementation
- Assisting in defining a clear vision and coherent purpose and aligning mindsets targeting profitability
- Boots-on-the-ground operators
- Co-pilot management to implement Structural Continued Improvements
- Profitability management: Pricing strategies, commercial terms, and levels of service
- Client evaluation focuses on profitable accounts and sheds low value relationships
- Global procurement
- Mentoring management-driven change implementation
Turning Capabilities Into Impact
Our management experience and VC fund capabilities allow OvalVBT to become a key operating partner to accelerate businesses and create quantifiable value for all stakeholders.
1
Set P&L goals with precision
2
Identify and prioritize bottlenecks
- Surface gaps in margins, productivity, and service
- Quantify value at stake across cost and revenue levers
- Mobilize cross-functional teams to tackle critical issues
3
Design and validate initiatives
- Develop a portfolio of high-impact initiatives
- Validate potencial gains with data and frontline input
- Define clear implementation plans, KPIs, and ownership
4
Launch and track
- Roll out initiatives with hands-on support
- Monitor impact on P&L in real-time
- Address deviations surface new opportunities
5
Build continuous improvement culture
- Institutionalize tools KPIs, and routines
- Leverage internal success stories to fuel momentum
- Transfer capabilities to internal teams for sustainability
1
Set P&L goals with precision
- Analyze key financial and operational drivers
- Benchmark against peers and best-in-class metrics
- Define bold but achievable P&L improvement targets
2
Identify and prioritize bottlenecks
- Surface gaps in margins, productivity, and service
- Quantify value at stake across cost and revenue levers
- Mobilize cross-functional teams to tackle critical issues
3
Design and validate initiatives
- Develop a portfolio of high-impact initiatives
- Validate potencial gains with data and frontline input
- Define clear implementation plans, KPIs, and ownership
4
Launch and track
- Roll out initiatives with hands-on support
- Monitor impact on P&L in real-time
- Address deviations surface new opportunities
5
Build continuous improvement culture
- Institutionalize tools KPIs, and routines
- Leverage internal success stories to fuel momentum
- Transfer capabilities to internal teams for sustainability
Program Management and Analytical support
Establish governance
Define metrics and information
Promote awareness and change mindset
Track progress
Build sustainable capabilities
Our team
Focus on delivery to catalyze rapid and reliable value through seamless integration and networked expertise
Senior Leadership
Alberto Peisach
Category Five Ventures founder
Grupo Phoenix founder, former CEO and President. Serial entrepreneur with 35+ years of experience in operations, innovation, and business strategy execution
Contact
Jaime Lederman
Category Five Ventures founder
Grupo Phoenix former COO. Operations and strategy expert
Contact
Camilo Navarrete
Oval founder and senior partner
MBA and MSc in Operations Research from Columbia University, Civil engineer. Booz Allen Hamilton and Oval
Contact
Camilo Toro
Oval founder and senior partner
MBA Columbia University, BA Economics. Booz Allen Hamilton and Oval
Contact
Jose G. Mejía
Oval founder and senior partner
MBA Stanford University, Civil Engineer from Universidad de los Andes and Ontological coach McKinsey & Co. and Oval
Contact
Luis Páez
Oval founder and senior partner
MBA, IS & Finance from New York University, Electric Engineer from Universidad Simón Bolivar. Booz Allen Hamilton and Oval
Contact
Alberto Peisach
Category Five Ventures founder
Grupo Phoenix founder, former CEO and President. Serial entrepreneur with 35+ years of experience in operations, innovation, and business strategy execution
Contact
Jaime Lederman
Category Five Ventures founder
Grupo Phoenix former COO. Operations and strategy expert
Contact
Camilo Navarrete
Oval founder and senior partner
MBA and MSc in Operations Research from Columbia University, Civil engineer. Booz Allen Hamilton and Oval
Contact
Camilo Toro
Oval founder and senior partner
MBA Columbia University, BA Economics. Booz Allen Hamilton and Oval
Contact
Jose G. Mejía
Oval founder and senior partner
MBA Stanford University, Civil Engineer from Universidad de los Andes and Ontological coach McKinsey & Co. and Oval
Contact
Luis Páez
Oval founder and senior partner
MBA, IS & Finance from New York University, Electric Engineer from Universidad Simón Bolivar. Booz Allen Hamilton and Oval
ContactExpert practitioners
Orlando Hurtado
Category Five Ventures Partner
Former Corporate Director of Operations at Grupo Phoenix Customer service, project planning, and manufacturing expert
Moises Sziyller
Category Five Ventures founder
Former Corporate Director of Operations at Grupo Phoenix Customer service, project planning, and manufacturing expert
Camilo Manrique
Oval partner
MBA from INALDE Industrial engineer and Ontological Coach
Helena Pareja
Oval partner
Master in Strategic Thinking, Business Administration and Ontological Coach
Paola Rondón
Oval partner
MBA from ESADE, BSc Industrial Engineering
Ángela Velásquez
Oval partner
MBA from Tulane University, BA Economics
Andrés Botia
Oval partner
BSc Industrial Engineering
Maria Cristina Palacio
Oval Senior Manager
Industrial Engineer and Economist from Universidad de los Andes
Ana María Gutiérrez
Senior Manager
Chemical and Environmental Engineer from Universidad de los Andes
Our experience
Profitability enhancement and margin improvement
Established a PMO to support efficiency initiatives, provided analytical support for global EBITDA and WK improvements, and facilitated consensus on a global set of standard operational KPIs with an implementation
- EBITDA increased by +3pp
- Working capital/sales up by 5pp
- Global 35-KPI directory across 32 sites
Operational excellence
Multi-country marketing technology stack design and deployment, including campaign design, functional requirements, and customer journeys, with cross-platform functional design and QA (CDP, CMS), measurement, and visualization.
- +21k conversions and USD 1,5 MM increase in Year 1
- 100k clients impacted monthlyp
Performance evaluation
The process assessment identified key improvement areas for short-term optimization while establishing a roadmap for operating model optimization through efficiency, organizational, and technology initiatives.
- Operational excellence capability developed and deployed
- Metrics standardized across 2 countries (USA and Colombia)
Contact Us
To learn more about Business Transformation