Diligence read
Before or just after close, a fast read of the revenue system: where the funnel leaks, what the CRM is hiding, what the forecast is built on. You get the risks ranked by what they cost, not a 40-page deck.
For Private Equity
Every company in the portfolio, scaling on the same revenue system.
A fast read on what is actually holding each company back, one standardized revenue system across the portfolio, and the operational muscle to fix it. Growth stops depending on which operator each company happened to hire.
$0 → $400MARR we’ve helped scale
30+SaaS funnels rebuilt
Sumeru · Vista · ST6 · TAportfolios we built inside
9named case studies you can read → Portfolio success stories
Rebuilt inside real portfolios, at portfolio scale.
Named companies, real ARR, real timelines. Each one is a revenue system we standardized and handed back running.
Sponsor-level proof Ruben Mier Operating Partner, Sumeru Equity Partners
“They keep us informed with consistent updates and transparent communication. This has given me invaluable visibility into where our companies need help, allowing me to prioritize and focus our efforts on the areas with the greatest growth potential.”
We work across a SaaS portfolio at the sponsor’s side, standardizing the revenue system one company at a time so the operating partner gets a consistent read across the book.
Named portfolio company
Aerospike
Audit, system redesign, and deployment on Salesforce and Marketo, live on time in June 2025, with improved campaign attribution and ongoing technical advisory. A Sumeru Equity Partners portfolio company.
Read the Aerospike story →Wondering what a read on your own portfolio would surface?
A revenue diligence read on one company shows you exactly where the system is leaking, ranked by what it costs.
The outcome
What a portfolio owner actually needs from revenue.
Not another dashboard. Three things that decide whether the thesis lands: every company running the same way, a clear diagnosis of what is holding each one back, and the operational muscle to fix it and scale.
Consistency across companies
One revenue lifecycle, one set of definitions, one way the number is built, so you compare company three to company nine on the same axes and back a repeatable model instead of nine bespoke ones.
A clear read on the issue
A fast diagnosis of what is actually capping each company: the leak in the funnel, the stage nobody trusts, the handoff that drops deals. You get the real bottleneck, ranked by what it costs, not a status update.
Operational guidance to scale
The hands and the playbook to actually fix it, not a slide of recommendations. We rebuild the system, then stay until the operating team runs it, so the company scales instead of stalling.
What we standardize
The portfolio standard, in four parts.
One lifecycle, every portco
The same revenue lifecycle, stages, and definitions across the portfolio, so "pipeline" and "qualified" mean the same thing in company three as in company nine.
Revenue data that rolls up
Reporting wired to one model, so you compare portcos on the same axes instead of reconciling six dashboards that each count differently.
Forecasts the board believes
Stage definitions and hygiene that hold, so the number a portco commits is a number you can take upstairs without a caveat.
Attribution you can defend
Every marketing dollar traced to the deal it influenced, so the GTM spend across the portfolio survives the operating review.
The playbook
A system that travels deal to deal.
Run it once and it is a project. Run it across the portfolio and it is an asset, because each company makes the next one faster.
The standard build
We rebuild the lifecycle, stages, attribution, and reporting on Salesforce or HubSpot to the portfolio standard, with the edge cases handled. The same architecture, tuned to each company.
Run it without us
Adoption built in from day one, so the operating team runs the system after we leave. Implementation is where most firms finish; it is where we start.
Company seven to company eight
The playbook travels. What we learn standardizing company seven is exactly what makes company eight faster and cheaper. The portfolio compounds.
How an engagement works
A fixed-scope diagnostic, then a build that earns its keep from month one.
Low risk to start, and you own the plan whether or not you run the build with us. Once we build, short-term wins land in the first weeks while the long-term rebuild, a full lifecycle rebuild and attribution architecture, gets designed and implemented in parallel.
Step one · Diagnostic
A scoped read of one company’s revenue system: where the funnel leaks, what the CRM is hiding, what the forecast is built on. You get the risks ranked by what they cost and a concrete build plan. Fixed scope, fixed fee.
Step two · the build, monthly
$10k–$50k per month, tiered to the work. Quick wins from week one; the long-term rebuild designed and implemented alongside them.
Targeted rebuild
$10k-$25k/mo
We attack it month by month, addressing each priority as it comes up: the highest-cost leak first, then the next, on the system you already run. Ramp up or pause as the company needs.
Full rebuild
$25k-$40k/mo
The active end-to-end rebuild of lifecycle, stages, attribution, and reporting to the portfolio standard, running alongside a steady stream of short-term wins so value lands before it is finished.
Embedded team
up to $50k/mo
A full RevOps team across multiple workstreams or portfolio companies at once, to design it, implement it, and hand each company back running.
Board-ready, diligence-ready, inside your systems
Built for how a sponsor actually operates.
Board-ready numbers
Standardized data means the board deck stops being a quarterly fire drill, and any figure traces back to one model.
Diligence-ready
A buyer’s analyst can trace any figure to its source, and the forecast holds because the stages behind it mean something. That is part of what the next buyer pays for.
Your orgs, your access
We work inside your Salesforce, HubSpot, or Marketo as named users you grant and revoke. Data never leaves your systems; access ends when the work does.
Why us
The revenue partner PE firms bring back to the next company.
We were built inside private-equity portfolios, under Vista, ST6, and TA Associates, not adapted to them after the fact. Three things separate us from the consultants your portfolio companies have already tried.
We implement, we don’t advise
Most firms hand you a 40-page deck and leave. We rebuild the system on Salesforce or HubSpot and stay until the operating team runs it. Implementation is where we start, not where we stop.
One standard that travels
The same lifecycle, stages, and reporting across the portfolio, so what we learn standardizing company seven makes company eight faster and cheaper. The playbook compounds instead of starting over.
Reporting the operating partner can read
You get a consistent read across the whole book, so you can prioritize where each company needs help by what it costs you, not by which operator is loudest on the call.
Standardize the portfolio’s revenue system.
Start with a diligence read on one company or scope the whole portfolio. Either way, the first conversation shows you where the revenue system is leaking.