Book a diagnostic
Book a diagnostic
For private equity and VC
For operating partners, investors and portfolio CEOs at PE- and VC-backed B2B software and fintech companies. A three-week diagnostic, a 90-day plan and senior operators who make growth happen inside the hold period.
The numbers on your desk
The value-creation plan
Growth targets that hold up in the next board review.
Organic growth
Revenue built from the go-to-market engine, not just cost cuts.
Exit readiness
Efficient, repeatable growth a buyer will pay a multiple for.
What we hear from investors
Firms lean on cost and operations levers, while growth strategies stay underused or stall in execution. With fewer exits and less M&A, organic growth has to carry more of the plan.
9%
of private equity leaders name M&A their top value-creation priority for 2025. It ranked last of ten levers.
FTI Consulting PE Value Creation Index, 2025
95%
of the time, the winning vendor was already on the buyer's day-one shortlist. Portfolio growth starts with getting on that list.
6sense Buyer Experience Report, 2025
20 yrs
of B2B marketing behind every engagement, including growth roles at PE- and VC-backed software companies.
Our founder, J. Christopher Kenny
Where we help
Go-to-market diagnostic
A board-ready view in three weeks.
Where growth is constrained, what it's worth to fix and what to do first, built from the company's own CRM.
See the diagnostic →
Segments and positioning
Focus the company on buyers it wins.
Clear segments and a differentiated story, so sales and marketing stop spreading effort thin.
See segments and positioning →
Pricing and packaging
Often the fastest lever you have.
Discount discipline, packaging and price moves that lift revenue from customers you already have.
See pricing and packaging →
Pipeline programs
Pipeline the next owner will value.
Paid, outbound, partners and content, each with a pipeline target and a payback number before it launches.
See pipeline programs →
Tools for investors and operators
Free, built from the work, and every result comes with what to do next.
All 20 tools →Health check
Go-to-market health check
Where is the pipeline leaking?
Open the tool →
Benchmark
SaaS efficiency benchmark
How do the numbers compare with the median?
Open the tool →
Calculator
Net revenue retention calculator
What is a few points of retention worth?
Open the tool →
Calculator
Price increase simulator
Will a price increase pay for itself?
Open the tool →
How we work with your portfolio
We work inside the portfolio company, alongside its leadership, and report in a format the deal team can use. The same method travels across companies, while each one gets a plan built from its own data.
Operating partner
A clear read on where growth is stuck and a scorecard that rolls up to the value-creation plan.
Portfolio CEO
A senior partner who helps run the plan, not another adviser handing over slides.
CRO or CMO
Extra senior capacity and a plan they own, or cover while you hire one.
CFO
CAC payback and pipeline by program, in a format the board recognizes.
The board
A constraint memo in three weeks and progress reported against it every month.
The first 90 days
Days 1–21
Diagnose
Funnel, pricing and channel economics rebuilt from the CRM, with a board-ready constraint memo the company keeps.
Days 22–45
Focus
Segments, positioning, pricing moves and a pipeline model tied to the value-creation plan.
Days 46–90
Build
Programs live, the first tests read out and a monthly scorecard for the deal team.
Questions
Yes. The method and scorecard stay the same, so results are comparable across the portfolio, while each company gets its own diagnosis and plan.
Yes. We can keep growth moving while you search, help define the role from what the diagnostic finds, then hand a working plan to whoever you hire.
As soon as we have CRM access and time with the leadership team. The diagnostic takes three weeks, which fits inside most 100-day plans.
Yes. Growth-stage, venture-backed B2B software and fintech companies face the same question: how to grow efficiently enough for the next round. The work is the same.
A monthly scorecard built from the company's CRM: qualified pipeline by program, win rate, CAC payback and net revenue retention, tracked against the plan.
Next step
Tell us about the company, its targets and where growth has stalled. We'll tell you where we'd start.