Scaling Portfolio Companies with Confidence
Hands-on enablement, AI driven workflows, and real-time KPI tracking to accelerate post-acquisition growth.
When processes are missing, data is scattered, and responsibilities aren't clear, early-stage growth stalls.
Our approach
1. Embed with your management team for hands-on execution.
2. Leverage AI driven workflows to eliminate manual tasks.
3. Visualize performance with real-time, interactive dashboards.
Our Growth Roadmap
1. CRM Design and Operational Buildout
Architect, implement, and optimize CRM infrastructure to reflect real sales processes, enforce data hygiene, and support lead-to-close visibility
2. Sales Funnel Structuring and KPI Definition
Define and implement full-funnel metrics including MQLs, SQLs, speed-to-lead, conversion rates, sales activity volume, win rate, and marketing-sourced revenue. Establish source-level tracking and conversion attribution across digital and outbound channels
3. Outbound Infrastructure and Campaign Execution
Stand up outbound workflows including list building, sequencer tools, messaging frameworks, and A/B testing. Train teams on real-world usage and follow-up practices
4. Pipeline Management and Forecasting Enablement
Build systems to track pipeline by stage, owner, and conversion likelihood. Implement automated forecasting tools and reporting for sales leadership and executive teams
5. Revenue Analytics and Growth Diagnostics
Establish reporting across leading and lagging indicators, including website traffic by source, CAC, CLV, sales cycle length, and gross margin. Enable operators to understand what’s driving performance and where breakdowns occur
6. Sales Playbooks and Process Enablement
Document end-to-end sales processes from lead handling to close. Deliver playbooks with qualification criteria, objection handling, handoff protocols, and clear exit/entry stages across the funnel
7. Leadership Cadence and Team Performance Tools
Set up recurring reporting and performance frameworks to support weekly sales huddles, rep 1:1s, and quarterly GTM reviews. Create dashboards for real-time accountability tied to funnel performance
8. Embedded Growth Operations Support
Act as an extension of the internal team, driving continued refinement of GTM strategy, sales execution, and marketing alignment. Bridge functional gaps between marketing, sales, and operations to unlock growth