It Starts With an Assessment, Not an Assumption.
Every engagement begins the same way — a clear-eyed assessment of your commercial organization: your people, your process, your pipeline, and your fit to market. That assessment is what tells us, and you, exactly where value is being lost and how fast it can be recovered. From there, engagements take one of four shapes.
Fractional Chief Revenue Officer Engagements
Embedded, part-time revenue leadership — typically 2–3 days per week, hybrid onsite/remote — inside a PE-backed or founder-led company. Scope includes sales, customer success, and marketing leadership; forecasting governance and MEDDIC/Clari implementation; organizational design and hiring; board reporting; and value-creation planning ahead of a sponsor exit.
GTM & Commercial Due Diligence / Value-Creation Advisory
Project-based engagements for PE deal teams and operating partners — commercial due diligence during an active deal, 100-day value-creation planning post-close, or a full go-to-market assessment of a portfolio company's sales motion, pricing, and forecasting maturity.
Board & Advisory Roles
Ongoing advisory or board seats with portfolio companies or founder-led businesses — a lower time commitment than a fractional CRO seat, typically compensated through a blend of retainer and/or equity.
Specialized Vertical Consulting
Targeted market and competitive assessments in Energy Analytics, Spend Analytics, and Cybersecurity — helping sponsors and portfolio companies understand a specific sub-market, competitive set, or buyer landscape.
Fractional Chief Revenue Officer Engagements
Embedded, part-time revenue leadership — typically 2–3 days per week, hybrid onsite/remote — inside a PE-backed or founder-led company. Scope includes sales, customer success, and marketing leadership; forecasting governance and MEDDIC/Clari implementation; organizational design and hiring; board reporting; and value-creation planning ahead of a sponsor exit.
GTM & Commercial Due Diligence / Value-Creation Advisory
Project-based engagements for PE deal teams and operating partners — commercial due diligence during an active deal, 100-day value-creation planning post-close, or a full go-to-market assessment of a portfolio company's sales motion, pricing, and forecasting maturity.
Board & Advisory Roles
Ongoing advisory or board seats with portfolio companies or founder-led businesses — a lower time commitment than a fractional CRO seat, typically compensated through a blend of retainer and/or equity. We provide ongoing counsel for portfolio companies navigating their next stage of growth.
Specialized Vertical Consulting
Targeted market and competitive assessments in Energy Analytics, Spend Analytics, and Cybersecurity — helping sponsors and portfolio companies understand a specific sub-market, competitive set, or buyer landscape.