Services
NewEdge deploys operators who build, fix, and scale revenue engines
inside portfolio companies. We execute, not just advise.
FIND THE RIGHT SERVICE FOR YOU
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
We execute
- CRM architecture & governance (HubSpot, Salesforce)
- Routing, SLAs, handoffs
- Forecasting frameworks & reporting
- Leadership dashboards
- Embedded RevOps leadership
Outcomes
- Retention & NRR improvements
- Accurate forecasting in 90 days
- Portfolio reporting clarity
- Higher win rates and velocity
- Standardized GTM infrastructure
PLATFORMS
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
We Execute
- GTM motion design (sales, CS, marketing)
- Demand gen & activation
- Expansion & retention infrastructure
- Enablement & adoption
- Performance frameworks tied to value creation
Outcomes
- Double-digit win-rate improvements
- Increase in % of leads in ICP
- Faster rep ramp time
- Higher expansion revenue
- Repeatable GTM execution
PLATFORMS
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
We Execute
- AI-powered GTM playbooks
- Full funnel application
- Data readiness and integration
- Time-to-value
- Managed improvement cycles
Outcomes
- Revenue efficiency gains
- Full funnel performance uplift
- Predictable forecasting
- Quicker deal velocity
- Repeatable ROI
PLATFORMS
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
We Execute
- HubSpot/Salesforce rebuilds
- Gong, Clay, Crossbeam, DealHub, Consensus integrations
- Data automation & reporting
- Multi-system orchestration
- AI-assisted workflows and forecasting
Outcomes
- Integrated tech stacks in weeks, not years
- Automated reporting
- Better systems adoption & feedback
- Centralized visibility
- Scalable systems
PLATFORMS
Engagement Pathways
For PE Firms &
Value Creation Teams
Deploy across the portfolio.
For Portfolio Company
Leadership
Fix infrastructure, activate GTM, modernize the stack.
Not Sure
Where to Start?
We assess, prioritize, and deploy where impact is highest.