CREATING VALUE

Our experience across 50+ portfolio companies informs a broad catalog of best practices to help you accelerate growth.






OUR PRINCIPLES


PROACTIVE

On your terms: We bring you ideas, you pull us in

TAILORED

Uniquely approach each company’s situation

LEVERAGE

Take advantage of our community, best practices tools, and partners

IMPACT

Focus on immediate impact and select long-term deep dives

HOW WE HELP


GO-TO-MARKET:
NEW CUSTOMER ACQUISITION
GO-TO-MARKET:
EXISTING CUSTOMER ACQUISITION
M&A
FOUNDATIONS
PRODUCT & TECH
EXIT

Strategy
  • New customer growth strategy (e.g. pricing/packaging)
  • Channel strategy
  • International expansion
People
  • Sales & Marketing (S&M) organizational design (roles, responsibilities, territories)
  • S&M hiring, development, retention
  • S&M compensation design & benchmarking
  • Partner introductions
Process
  • S&M process design & implementation
  • S&M pipeline management and forecasting
Tools
  • S&M systems/services selection, implementation, integration
Strategy
  • Existing customer growth strategy design (e.g. pricing/packaging)
People
  • Account Management (AM) & Customer Success (CS) hiring development, retention
  • AM & CS compensation design & benchmarking
Process
  • AM & CS process design & implementation
Tools
  • AM & CS enablement (e.g. lead scoring, pitch decks, health scoring)
  • AM & CS systems/services selection, implementation, integration
Strategy
  • Acquisition strategy design
People
  • Strategic introductions
Process
  • Diligence process assistance
  • Transaction process assistance
Strategy
  • Long-term growth strategy design
People
  • Executive hiring, development, retention
  • Executive compensation design & benchmarking
Process
  • Key Performance Indicators (KPIs) and dashboarding & benchmarking
  • Financial and board reporting process design
Tools
  • Non-GTM systems/services selection, implementation, integration
Strategy
  • Product strategy and roadmap development
Strategy
  • Exit strategy design
People
  • Strategic introductions
Process
  • Diligence process assistance
  • Transaction process assistance

DOWNLOAD CATALOGUE



PERSPECTIVES



Selling During Sensitive Times

I started my career at a B2B company – but the flavor seemed entirely different from B2B because I sold ...

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Managing an Inside Sales Team Virtually

When I first started managing those teams remotely, I made the mistake of assuming that I could treat them like ...

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Driving Growth and Direction Through a Product Advisory Council

What features and functions should be in a product backlog and roadmap? What can help prioritize the product roadmap? How ...

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Go-To-Market Optimization During an Economic Downturn

During this time of uncertainty, many revenue leaders (even of “recession-proof businesses”) are finding their businesses to be affected by ...

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