Case study · Talent partners

Team Theory’s custom workflows standardized the interview structure across a fund’s hiring process.

AUM
$17B
portfolio companies
28
talent partners
2

The context

A $17B New York PE firm with 28 portfolio companies. Two partners on the talent team cover fifteen to twenty executive searches at any one time.

The pain

Fifteen to twenty executive searches running at any moment.

Interview panels with no shared structure, with each interviewer covering the same ground.

The outcome

The clearest example of a single use case run at production depth.

What changed

Generated 42 documents against 19 uploaded. The product produces more here than it takes in.

Forty of those are interview plans: multi-guide sequences split by competency and interviewer.

Six of the built-in workflows in regular use; a bespoke post-interview screening debrief workflow built live on a call.

How they use it.

Interview plans at volume

Guides split by competency and interviewer.

Divide-and-conquer interviews

The load split so no two interviewers repeat ground.

Scorecards from prior targets

Past job targets go in, a working scorecard comes out.

Role profiles and job descriptions

CFO, VP Transformation, division president.

Candidate evaluations

Structured evaluation written against the role profile.

Post-interview debriefs

A bespoke workflow built live for their screening debrief.

“We wouldn’t try to replicate the intelligence piece your team has spent a long time perfecting. We’d use vendors like you for the very specific things where you’re very good.”

— Partner, Talent

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