RevOps, GTM & AI for
Private Equity SaaS Portfolios

We accelerate value creation and revenue growth by deploying industry leading expertise, driving operating efficiencies and GTM impact for B2B SaaS portfolio companies.

Deploy a RevOps Team

What We Solve

Stalled ARR Growth

Growth plateaus after the investment; and you don't know if the constraint is people, process, pipeline, or systems.

No Forecasting Confidence

Leadership teams can’t see what’s real in the pipeline, when it will be realized, or why we win and lose - blocking data-backed decision making.

Disconnected GTM Functions

Sales, marketing, IT, product, finance and CS operate in silos; scalability suffers.

Expensive, Inefficient Growth

Stale strategy and inefficiency process causing CAC to rise, long sales cycles, and flat win rates.

Fragmented Tech Stacks

Poorly integrated and architected systems create technology and data debt, resulting in low visibility and GTM agility.

Vertical SaaS Roll Up Complexity

Multiple systems of record results in no source of truth and disparate data.

Exit Readiness Delays

Low visibility, weak reporting and inconsistent execution stall exit timelines.

Services

RevOps as a Service

We deploy a team of seasoned operators, strategists, architects, and specialists to build scalable infrastructure - resulting in accelerated time to value and profitable scale. Guided by our SPORT methodology: Strategy, Process, Organization, Reporting & Analytics, and Technology, we are able to programmatically identify and drive impact.

GTM as a Service

We deploy a specialized GTM team focused on full-funnel GTM Engineering to increase demand, sales, retention, and expansion velocity. We help you unlock your Go-to-Market Alpha and install unique but proven plays to modernize your revenue motions.

Technical Services & Systems Enablement

We implement, integrate, migrate, develop, and operationalize HubSpot, Salesforce, Gong, Clay, DealHub, Demandbase, Consensus, Crossbeam and the rest of your revenue technology stack.

AI as a Service

Real, actionable, scalable AI-powered GTM and RevOps solutions, playbooks that prove ROI on a repeatable basis across the full funnel and from portfolio company to portfolio company.

Why Private Equity Deploys Us

Operators, Not Advisors

Built for Value Creation Timelines

Strategy and Execution Under One Roof

Scalable Across Portfolios

Fund-Level Visibility and Reporting

Operators, Not Advisors

Private Equity firms deploy NewEdge because we strategically execute, not just advise. We embed proven RevOps and GTM operators directly into portfolio companies - not consultants handing over strategy decks. This means your 100-day plans, pipeline rebuilds, and CRM standardization projects actually get implemented, not just scoped.

Outcome

Faster activation post-close, reduced execution risk, and measurable commercial impact within the first 90 days of deployment.

Built for Value Creation Timelines

We align to your investment horizon and value creation roadmap - not quarterly agency cycles. Our teams build and operationalize systems that drive pipeline visibility, forecasting accuracy, and EBITDA growth within the hold period.

Outcome

Predictable revenue performance, faster payback, and improved exit readiness that aligns with your firm’s value creation targets.

Strategy and Execution Under One Roof

NewEdge integrates the strategic rigor of a consulting firm with the technical precision of a RevOps engineering team. Our Revenue Architects design the GTM and data model, while our GTM Engineers and RevOps Operators implement and optimize it.

Outcome

Strategy translates directly into execution - faster GTM activation, cleaner data, and full visibility for leadership and investors.

Scalable Across Portfolios

We build operating systems that scale across multiple portfolio companies - with standardized dashboards, RevTech frameworks, and playbooks that compound value over time. Whether you’re managing five assets or fifteen, our model makes deployment repeatable.

Outcome

Fund-level consistency, faster integration during roll-ups, and measurable efficiency across assets.

Fund-Level Visibility and Reporting

NewEdge delivers the clarity that investment teams demand - live forecasting dashboards, standardized KPIs, and CRM data built for board reporting and exit diligence. We connect HubSpot, Salesforce, Gong, and Clay across assets for unified visibility.