Impact & Outcomes

Commercial Results Delivered Across PE-Backed B2B SaaS Companies

Deploy a RevOps Team

Impact at a Glance

NRR 120+

Driving durable growth

Pipeline Velocity

Conversions + cycle time + win%

Forecast Accuracy

Programmatic submissions & insights

Payback Period

Accelerated CAC payback

Guided Selling

Optimized data entry & AI co-pilot

RevTech activation across

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Real-World Case Outcomes

B2B SaaS Portfolio Company

Growth Equity Firm

AI-Enabled SaaS

HR Tech Roll-Up

Exit-Ready SaaS

B2B SaaS Portfolio Company ($35M ARR)

Problem:
No visibility into pipeline, no established forecasting processes or training, dysfunctional
Marketing to Sales & Sales to CS handoffs, lagging pipeline velocity and win rates.

Deployment:
Embedded RevOps leadership and tactical execution teams, re-architecture & launch of HubSpot, rep enablement for Gong with role based optimization, rollout of Clay for demand gen and top of funnel support, and an installation of best practice forecasting process.

Outcome

+44% pipeline accuracy in 75 days;
board-ready reporting; adoption in one quarter.

Growth Equity Firm (6 SaaS assets)

Problem:
No cross-portfolio visibility or consistency.

Deployment:
RevOps across three companies, CRM standardization, unified dashboards & forecasting.

Outcome

Portfolio reporting in 60 days;
scalable playbooks; expanded program.

AI-Enabled SaaS ($22M ARR)

Problem:
Win-rate decline, rising CAC, no expansion.

Deployment:
Revenue Architect + GTM Engineer, Consensus & Gong, expansion motion.

Outcome

+19% win rate; expansion pipeline;
CS-to-sales monetization.

HR Tech Roll-Up

Problem:
Disjointed CRMs and revenue systems post-merger.

Deployment:
Salesforce rebuild, DealHub automations, Clay & Crossbeam integration.

Outcome

Consolidation in 60 days;
automated reporting; unified handoffs.

Exit-Ready SaaS

Problem:
No reliable forecasting for buyers.

Deployment:
RevOps +GTM, dashboards, Gong & Consensus enablement.

Outcome

Forecasting confidence in 90days;
retention and pipeline visibility for diligence; scalable systems

Portfolio-Level Impact

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Standardized GTM/
RevOps frameworks
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Shared CRM
& tech execution
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Consistent reporting/
forecasting
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Repeatable
deployments
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Exit readiness
and valuation lift
Deploy a Team