PRE-DEAL
Commercial diligence
A real read on the GTM before you buy: what's structural, what's founder-dependent, and what it'll cost to fix.
Experienced revenue operators. Building AI-driven GTM operating systems.
Your next exit runs through value creation
We’re experienced revenue operators. We build an AI-driven GTM operating system across your portfolio, and it shows up in EBITDA and at exit.
30 minutes with a partner who has run a GTM, to talk through a portfolio company and where the value is being left on the table.
The math
Small misses add up to a real valuation gap
A 5% higher win rate can mean nine million more at exit. A rep hitting quota consistently, instead of by luck, can mean five million more. That is how multiples actually work.
PE teams like yours are already here.
PEs and their PortCos, with our operators working inside the team.
Value creation has no shortcut either
Whoever promises one is guessing. Here is what we see in almost every portfolio company
- Growth is real, but nobody can explain exactly where it's coming from.
- An add-on acquisition means two CRMs, two playbooks, and nobody owns reconciling them.
- The management team says “we've got this,” and the numbers say otherwise.
- Every portfolio company runs AI pilots, and few have defined what good looks like, so AI keeps underdelivering.
- By the time it's visible in the board deck, it's already eating months of runway to fix.
None of this shows up as a single red flag. It shows up as a discount at exit.
We work at any stage, together with your team, to help you reach the valuation you need.
Spoiler: none of the following protects the multiple
Each of these looks like progress in a board pack. Each one still needs operators to make it work
Mandating an AI rollout across the portfolio.
We give AI the context it needs first: one operating system and clear standards for what good looks like.
Cutting commercial spend to hit the EBITDA bridge.
We find where the spend is leaking before anyone is cut.
Treating an add-on as a logo swap on the CRM.
We bring it onto the same operating system, so playbooks, data and tech follow one process.
Taking “we've got this” from management at face value.
We bring the numbers.
What protects the multiple: an AI-driven GTM operating system underneath the growth, with the structure, clean data and clear standards AI needs to deliver.
Where AI pays off in a portfolio
AI pays off where the GTM is designed for it.
It shortens the path from signal to pipeline, flags at-risk deals and accounts before they slip, and gives the next buyer a growth story they can verify.
Across the hold
We work across every stage of ownership, acquisition to exit
The earlier we're in, the more of that value we can help you build, and protect.
POST-ACQUISITION
Execute the plan
The 100-day plan turned into an actual operating rhythm your team runs on.
ADD-ON DEALS
Integration
Two CRMs, two teams, two playbooks, merged into one GTM, without losing either team's pipeline in the process.
MID-HOLD
Acceleration
When the plan isn't tracking, we diagnose why and fix it, before it becomes a board-level problem.
PRE-EXIT
The growth story
Provable, structural growth, the kind that survives buyer diligence.
EVERY STAGE
EBITDA in view
Growth that's efficient, so it improves the number that actually gets multiplied at exit.
Why us
Plenty of firms promise value creation. Here's why ours actually shows up in the number
OPERATOR DEPTH
Experienced revenue operators
We've held CRO and COO roles and founded companies. Between us, we've run every function in a SaaS GTM team.
PATTERN RECOGNITION
600+ companies seen
We've usually seen this exact portfolio company's problem before, and we can tell good AI output from confident nonsense.
PROFESSIONALIZATION
The same lever, pulled properly
You already know professionalizing the GTM is how you sell the same company for more. We're the ones who actually do it.
FASTER DECISIONS
We can talk to every function
We know each job from the inside, so boards and management teams get the arguments they need to decide faster.
AI AS THE DRIVER
AI is why we redesign the GTM
AI needs integrated systems, clean data and a clear definition of what good looks like. We build that, so AI delivers across the portfolio.
AFTER GO-LIVE
Where the real work starts
With KPIs you trust, we keep working with management, reviewing the North Star metrics and fixing what leaks.