For PE and VC investors
An operator on your side of the deal.
I’ve spent 20 years building revenue engines as an operator inside B2B SaaS and data businesses, and there’s a lot of value I can add pre and post deal. Pre deal on due diligence, and post deal to accelerate value creation.
We work with a small number of funds on a retained model.
Why it matters now
The sales engine carries more of the return than ever.
The model shows what the sales engine has produced. It rarely shows whether it can deliver what the investment case now needs.
10 to 12%
A year, for a typical deal to return 2.5x today. In the 2010s it was about 5%.1
78%
Across 655,000 opportunities in the latest B2B benchmark.2
1 in 5
Not lost to a competitor. They simply stop moving.3
Pre and post deal
Three ways we work with your fund.
One operator from first look to exit. Everything found before the deal carries straight into the value creation plan.
Due diligence on the sales engine
An operator’s view of whether the team, pipeline and forecast can deliver the plan you are paying for. Scored, evidenced and presented to your investment committee.
The Diagnostic →Accelerate value creation
We work hands on with the management team on the commercial priorities in the value creation plan, and get the fixes built and running within 90 days.
30 to 90 Day Full Service →A revenue partner for the portfolio
Set days each month across your portfolio companies. Honest forecasts, the big calls on hiring and pricing, and a clear revenue view for the board.
Retained Growth Partner →What we look at
Eight areas. Scored the same way, every time.
Every business is scored 1 to 4 in each area, so you can compare companies across the portfolio and track progress from entry to exit.
- Market focus and who they really win
- Pipeline generation
- Sales process and stages
- Forecast discipline
- Pricing and discount control
- Team capacity and productivity
- Retention and expansion
- Leadership, rhythm and reporting
“We already have a sales leader”
We back your sales leader. We don’t replace them.
A great sales leader is the goal. These are the moments a fund needs more than one person can give.
Before you own it
Pre deal, the sales leader works for the seller. Their view of the engine is not independent, and your own leader is not in the room yet.
While you hire
Finding and landing a strong sales leader takes months. The value creation plan starts on day one.
An honest second view
No leader can mark their own homework. The board gets an objective read on the forecast, and the sales leader gets someone who has done the job to think it through with.
The right leader for the phase
The right sales leader, in the right role, for the phase of growth. Getting that wrong is one of the most common and costly issues we see. We define what good looks like and help you hire on evidence.
Why an operator
We are operators, not consultants.
I have carried the number, built teams from zero, opened new markets and sat in the board meetings where the forecast was questioned. I know what good looks like from the inside, and where the gaps hide.
You get the truth early, before you pay for it. Then we stay to get the work done with the team, and hand back an engine that runs without us.
Free download
Pre-deal sales red flags
24 questions an operator asks about the sales engine before you sign, with the evidence to request from management in each area.
Sources: 1 Bain & Company, Global Private Equity Report 2026. 2 Ebsta and Pavilion, 2025 GTM Benchmarks. 3 CSO Insights, study of nearly 900 sales organisations: 20.7% of forecast deals ended with no decision.
Let’s talk about your portfolio.
Tell us about a deal you are looking at, or a portfolio company that is behind plan. 20 to 30 minutes, no sales pitch.
Let’s talk. Max 20 to 30 minutes. Book now!