Partner spotlight: Renew Home announces major flexible-energy framework with Sunrun and Tesla.
Renew Home partners with Sunrun and Tesla.
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Trusted by Founders & Investors
A solid operating foundation isn't optional anymore.
GTM teams are under more pressure than ever with the rise of AI, but most are still running on fragmented systems, inconsistent data, and tools that were never designed to work together.
We help founders, executives, and investors to solve their most critical operational challenges across — operations, systems, GTM strategy, due diligence & tech.
We stay relentlessly obsessed with the customer experience, operate with dogged determination, and believe that high standards are contagious.
Learn more about our mission01Services
Services
We're former operators who've built companies, led divisions, closed transactions, and navigated the same inflection points you're facing.
01
Systems & Procedures
Revenue growth is an outcome. Sales organization maturity is the input. You don't get output without first building the input. We build the Salesforce architecture, data models, governance frameworks, and operating systems companies need to scale with discipline. Our work turns Salesforce from a database into a revenue operating system your team can actually use.
Our work helps teams:
- Build Salesforce architecture that supports growth, reporting, and execution
- Create cleaner data models, field governance, and source-of-truth rules
- Improve sales productivity through better workflows, handoffs, and visibility
- Reduce manual work, rework, and operational drag
- Bring teams closer to company benchmarks through clearer process and accountability
02
Revenue Value Creation
Revenue value is created when systems, strategy, and people move from the same roadmap. We help companies turn fragmented revenue operations into a connected growth engine with clearer visibility, stronger execution, and better decisions across the business.
Our work helps teams:
- Align revenue strategy, CRM architecture, and operating cadence
- Build reporting leadership can trust
- Improve pipeline quality, forecast confidence, and revenue visibility
- Identify where revenue is leaking, slowing, or getting stuck
- Translate strategy into practical execution across teams
03
GTM Strategy & Integrations
Without a structured approach, businesses struggle to scale effectively. We help companies build and execute GTM motions that align marketing, sales, customer success, and operations around measurable revenue outcomes.
Our work helps teams:
- Define the right GTM motion for the market, buyer, and growth stage
- Connect marketing, sales, and customer success around shared revenue goals
- Build playbooks, handoffs, and workflows that improve execution
- Use AI and automation where they improve speed, quality, or consistency
- Tie every initiative to performance metrics that show what is working
04
Talent & Operating Culture
Transformation depends on the people responsible. We use a data-backed process to understand where talent, priorities, and operating habits are helping the business scale — and where they are slowing it down — to help develop your back office.
Our work helps teams:
- Identify whether A-players are in the roles that matter most
- Align leadership and the board around the value creation plan
- Clarify what matters now, what comes next, and what needs to stop
- Support talent decisions with data, not just interviews and opinions
- Build an operating cadence that creates accountability, speed, and better execution
02Verticals
Verticals
We help founders & teams identify business gaps and create a roadmap that drives revenue impact. Our services span four revenue-critical disciplines with strategic experience of over 1000+ companies transformed.
We partner with private equity firms across the deal lifecycle — from technical due diligence to post-close value creation. We diligence revenue engines pre-LOI, then build the systems, data, and operating discipline that turn portfolio companies into scalable, exit-ready assets.
Specifications
500+
Companies Transformed
850
Avg. Increase in Basis Points of Printed Gross Margin
45%
Avg. Cycle Time Reduction
Your partner from first lead to lasting revenue. We architect the CRM foundations, align marketing and sales on one lead lifecycle, and automate the busywork — an AI-enabled GTM engine built on a RevOps foundation strong enough to scale.
Specifications
1,000+
Systems Architected
15%
Avg. Increase in Pipeline Generation
10
Hours Saved Weekly Through Automated Reporting
We bring operational discipline to law firm growth — intake, CRM, billing, and reporting unified into one operating system, so partners see the whole business clearly and staff stop drowning in manual work.
Specifications
10X
Productivity With Documented Operations
2X
Speed to Lead
5X
Growth Across Referral Programs
03Capabilities
Capabilities
Your strategy shouldn't stall because of bandwidth. We help CROs and revenue teams move faster with hands-on support that ensures initiatives don't just stay on the roadmap; they get executed.
Fractional COO Leadership
Strategic Leadership Without the Full-Time Overhead
Get executive-level COO leadership with a background in revenue operations without the cost of a full-time hire. Our fractional RevOps experts embed into your team to build scalable revenue strategies, optimize processes, set strategic direction, and drive measurable growth.
- Executive-Level Guidance — Align revenue teams with data-driven decision-making.
- Flexible Engagements — Scale support based on business needs.
- Strengthen systems, processes, and communication to improve efficiency and organizational alignment.
- We help grow, inspire, and coach upcoming talent.
Technology Optimization
AI That Works the Way Your Revenue Team Works
Our AI GTM System combines expert strategy, technical implementation, and automations to help your team perform faster, smarter, and with less effort. We break these into the following areas:
- AI GTM Strategy Leads embed with your team to design and activate a tailored AI go-to-market strategy, aligning priorities, tools, and execution to drive scalable growth.
- AI GTM Engineers embed into your team to design, deploy, and operationalize AI across your revenue engine, so your people can focus on what actually moves the needle.
- AI Workshops & Training — Ensure your team is equipped to leverage AI with structured training programs that drive adoption and productivity gains.
- Build vs Buy Strategy — The tools market is crowded, expensive, and changing fast. Get clarity on what's worth buying and what you should build, so you're not paying for capability you'll never use.
Process Efficiency
We Unleash the Power of Organizational Purpose to Transform Productivity
From the back office and research lab to the factory floor and across your entire supply chain, we can help you develop an unconstrained, end-to-end program to transform your operations.
- Mitigation Strategy — A phased consolidation roadmap built for M&A timelines, with data migration sequencing, historical preservation, and risk mitigation built in.
- We help translate strategy into high-performing capital portfolios, optimizing capital allocation, transforming delivery models, while embedding digital and AI to improve certainty, speed, and performance across portfolios.
- QBR & Yearly Roadmaps that drive real outcomes. From north star goals to quarterly objectives, we help leaders identify & map out the critical requirements that it takes to navigate changing markets and focus on the highest priority levels for defense and scale.
Tactical Support
Hands-On Experts to Fill Gaps & Drive Operational Success
Your RevOps team is overburdened. We step in as skilled operators to execute projects, manage systems, and troubleshoot inefficiencies. Whether it's CRM optimization, automation, or data hygiene, we make an immediate impact.
- RevOps Execution — Implement tools, build dashboards, and optimize workflows.
- Sales & Marketing Alignment — Bridge the gap between teams to improve efficiency.
- Rapid Impact — Specialists who deliver results from day one.
Insights
We break down the convergence of capital, operations, and leadership — and what it means for revenue, teams, and value creation.
