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Private Equity Wants Visibility, Coaches Need Insight, Companies Obsess Over Execution: 123Exec Launches - The National Law Review

Reported by Natlawreview
Oct 27, 2026· 2 min read
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Key Takeaways
  • • 123Exec, a leadership and execution platform built by CEO coach Dale Robinette, launched October 27, 2026, offering CEOs, coaches, board members and private equity investors a live view of how leadership teams are executing against the strategic plan.
  • • The platform's 123Exec Operator tier starts at $199 per month for up to five leaders, with a 30-day trial; the 123Exec Suite adds strategy work and a certified coach, including a Strategy Playbook of more than 40 tools.
  • • Read-only access, granted with company permission, lets investors and coaches see the same leadership-team data, with AI flagging areas of concern before the next conversation.
  • • Coaches, peer group leaders and private equity firms can apply to offer the platform to the companies they advise, positioning PE firms to monitor portfolio companies between board meetings.
Summary
San Diego-based 123Exec launched on October 27, 2026, as a leadership and execution platform designed to give private equity firms, coaches and CEOs real-time visibility into how a company's leadership team is executing its strategy. According to the company's press release distributed via EIN Presswire, private equity firms typically learn about a portfolio company's execution only when the next board deck arrives, while coaches rely on what the CEO chooses to share. The platform is built and operated by EPIQ Development, a California corporation, and was founded by Dale Robinette, a Certified Scaling Up Coach, Vistage Master Chair and Chairman of the Board of Flux Power Holdings (NASDAQ: FLUX).

The product carries a company's strategic plan to every leader who leads others, sets annual and quarterly priorities where none exist, and tracks goals, KPIs and one-on-one meetings. Its AI component analyzes the plan, leadership thinking on growth and the financials, identifies areas to exploit and improve, and flags issues before they arrive. With company permission, coaches, boards and investors receive a read-only view of the same data. The company says peer group leaders can run group meetings within the platform and that assessments identify leadership gaps, with most development resources offered free.

Two tiers are offered. 123Exec Operator covers priorities, goals, KPIs, 1:1s and an automatically generated weekly meeting, starting at $199 per month for up to five leaders with a 30-day trial. The 123Exec Suite adds strategy support and a certified coach, with a Strategy Playbook of more than 40 tools. The platform is available now at 123exec.com, and coaches, peer group leaders and private equity firms may apply to offer it to their clients. Robinette, who previously held roles at Tyco Electronics and Peregrine Semiconductor, is the author of Rich Layers and Modern Leadership Agreement. The release is company-issued and its performance or adoption claims have not been independently verified.

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Natlawreview Private Equity Wants Visibility, Coaches Need Insight, Companies Obsess Over Execution: 123Exec Launches - The National Law Review