Services

NewEdge deploys operators who build, fix, and scale revenue engines
inside portfolio companies. We execute, not just advise.

RevOps as a Service

We embed RevOps operators to build systems, processes, and reporting for reliable revenue.

Where this matters
  • Unclear pipeline visibility
  • Inaccurate forecasts
  • GTM silos
  • CAC not being managed
  • Underperforming technology
Frame (2)
We execute
  • CRM architecture & governance
(HubSpot, Salesforce)
  • Routing, SLAs, handoffs
  • Forecasting frameworks & reporting
  • Leadership dashboards
  • Embedded RevOps leadership
Frame (1)
Outcomes
  • Retention & NRR improvements
  • Accurate forecasting in 90 days
  • Portfolio reporting clarity
  • Higher win rates and velocity
  • Standardized GTM infrastructure
Frame

PLATFORMS

image 49-1 image 48-3 image 25-3 image 44-3 dealhub logo-4 image 96-3 Crossbeam_iddwtcX6sr_1 2-3 Qualified_bg_FAFCFF_167x39 Demandbase_bg_FAFCFF_167x39

GTM as a Service

Revenue Architecture and GTM Engineering help build and run the commercial engine across Marketing, Sales, and Customer Success at the SaaS and portfolio level.

Where this matters
  • Slow/inconsistent deals & deal flow
  • Rising CAC with no LTV lift
  • No scalable playbooks
  • Weak expansion/retention
  • Broken handoffs
Frame (2)
We Execute
  • GTM motion design (sales, CS, marketing)
  • Demand gen & activation
  • Expansion & retention infrastructure
  • Enablement & adoption
  • Performance frameworks tied to
value creation
Frame (1)-1
Outcomes
  • Double-digit win-rate improvements
  • Increase in % of leads in ICP
  • Faster rep ramp time
  • Higher expansion revenue
  • Repeatable GTM execution
Frame-1

PLATFORMS

image 49 (1) image 48 (1) image 25 (1) image 97 dealhub logo (1) image 96 (1) Crossbeam_iddwtcX6sr_1 2 (1) Qualified_white_darkblue_167x39 Demandbase_white_darkblue_167x39

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.

Where this matters
  • AI mandate acceleration
  • Scattered pilots, no deployments or scale
  • Fragmented data and tooling
  • Rapid competitive leverage
  • Cross-portfolio consistency
Frame (2)
We Execute
  • AI-powered GTM playbooks
  • Full funnel application
  • Data readiness and integration
  • Time-to-value
  • Managed improvement cycles
Frame (1)-1
Outcomes
  • Revenue efficiency gains
  • Full funnel performance uplift
  • Predictable forecasting
  • Quicker deal velocity
  • Repeatable ROI
Frame-1

PLATFORMS

image 49 (1) image 48 (1) image 25 (1) image 97 dealhub logo (1) image 96 (1) Crossbeam_iddwtcX6sr_1 2 (1) Qualified_white_darkblue_167x39 Demandbase_white_darkblue_167x39

Technical & Systems Enablement

We architect, integrate, automate, and operationalize the revenue tech stack.

Where this matters
  • Low CRM adoption
  • Fragmented data and guided selling
  • Manual reporting
  • M&A tech debt
  • Underused automation/AI
Frame (2)
We Execute
  • HubSpot/Salesforce rebuilds
  • Gong, Clay, Crossbeam, DealHub, Consensus integrations
  • Data automation & reporting
  • Multi-system orchestration
  • AI-assisted workflows and forecasting
Frame (2)
Outcomes
  • Integrated tech stacks in weeks, not years
  • Automated reporting
  • Better systems adoption & feedback
  • Centralized visibility
  • Scalable systems
Frame (2)

PLATFORMS

image 49-1 image 48-4 image 25-4 image 44-Jan-24-2026-11-34-08-8222-AM dealhub logo-Jan-24-2026-11-34-17-8273-AM image 96-4 Crossbeam_iddwtcX6sr_1 2-4 Qualified_bg_FAFCFF_167x39 Demandbase_bg_FAFCFF_167x39

Engagement Pathways

Icon
For PE Firms &
Value Creation Teams

Deploy across the portfolio.

Icon (1)-2
For Portfolio Company
Leadership

Fix infrastructure, activate GTM, modernize the stack.

Icon-4
Not Sure
Where to Start?

We assess, prioritize, and deploy where impact is highest.