Most portfolio companies don't have a sales problem.
They have a system problem that looks like one.

Most mid-market portfolio companies share a version of the same failure. When you look closely, three conditions are almost always present simultaneously.

Condition 01

The company hired salespeople before it built a sales motion. Reps are improvising every conversation because there's no common language, no account framework, no structured way to connect the product's value to an enterprise buyer's specific problem. Activity is high. Win rates are not.

Condition 02

The leadership layer was built to manage, not to build. They were promoted because they could sell. The skills that earned them the role aren't the skills the role requires — and nobody modeled the difference. They run the team they inherited, manage to the number, and move on. The system never asked for more.

Condition 03

The enterprise sales infrastructure simply doesn't exist. No framework for building a compelling hypothesis of value. No structured meeting methodology. No pilot architecture that converts interest into commitment. The company is trying to win enterprise deals with mid-market tools.

Pipeline looks healthy. Forecast accuracy is poor. Individual performers carry the number. The business is dependent on one or two key people — and nobody can explain exactly why they win when they win.

This isn't just a revenue problem.
It's a valuation problem.

For a private equity investor, a business that cannot demonstrate a repeatable, scalable sales motion will not exit at the multiple it deserves — regardless of how strong the product is.

A sales motion that lives inside one or two key people is not an asset. It is a liability. And a team that doesn't trust its leadership will never perform beyond what's being inspected.

What investors see

Strong product with real market demand · Growing revenue

What's actually happening

No repeatable enterprise sales motion · Win rates of 20–25%, half the benchmark · Individual performers carrying the number · Pipeline dependent on 1–2 key people

We install the GTM operating system
the business should have been built on.

We deploy a complete GTM operating system across five services — from building the sales motion and enabling the team, to developing leadership, coordinating strategic deals, and sustaining the system after installation. Each service is designed to work independently, or as part of a full-portfolio engagement.

01

Define the Sales Motion

Enterprise methodology tailored to the company's market and buyer. A common language, structured account approach, and value framework that holds up in real buying processes.

02

Enable the Sales Team

The tools, frameworks, and assets that turn an average rep into a credible enterprise seller: hypothesis of value, meeting methodology, pilot architecture, competitive positioning.

03

Install or Place the Leadership

Train existing managers to build trust, not just manage activity. Place new leaders where gaps exist. Leave behind a team that runs the system independently — and speaks truth upward.

04

Strategic Engagement Team

For portfolio companies pursuing $10M+ strategic deals. A dedicated, cross-functional team — five roles, five phases, one coordinated motion — deployed on the deals that can't afford to be treated like the rest of the pipeline.

SET Program
05

Continuation Service

An ongoing engagement that reinforces, inspects, and evolves the GTM operating system after installation — ensuring what was built continues to perform as the business scales.

We compress what typically takes two to three years
of organizational trial and error into a single quarter.

Some deals are too large to manage
like the rest of the pipeline.

For portfolio companies pursuing $10M+ TCV opportunities, the 90-day GTM installation creates the foundation — but winning those deals requires something more. SET is a dedicated, cross-functional program that coordinates the right people, at the right time, on the right deals. Five roles. Five phases. One gate-driven motion from initial qualification through contract close.

Pre-Phase
Engagement Readiness Assessment

Every deal is scored across six dimensions before SET resources are committed. ERA routes each opportunity — Ready, Gaps, or Return to Sales — without a binary pass/fail.

Phases 01–02
Qualify & Engage

Gate-driven qualification on deal size, executive access, and strategic fit. Followed by executive relationship-building, stakeholder mapping, and structured discovery — before any solution is proposed.

Phase 03
Design

Three workstreams run in parallel: solution architecture, business case and ROI quantification, and commercial structure. All converge on a fully approved solution and commercial package.

Phase 04
Realize

Contract execution, value realization plan, structured delivery handoff, and lessons learned. The deal is won when the customer experiences the value that was promised.

56% Enterprise Win Rate
141% Pipeline Growth
136% Quota Attainment
$2B+ Pipeline Influenced

Designed and proven at scale inside Cisco and Lumen. SET is a fully-built program — framework, team structure, ERA scoring system, and phase playbooks — ready to activate.

A system installed is not
a system sustained.

Most companies see meaningful gains in the weeks following a 90-day GTM installation. Then something predictable happens. Without reinforcement, the methodology lives in decks — not in daily behavior. Win rates plateau. The system quietly erodes.

Monthly
Methodology Inspection

Structured review of the sales motion in practice. Identify where the methodology is holding, where it is drifting, and what needs reinforcement at the rep and manager level.

Quarterly
Motion Calibration

Motion calibration against market shifts. New hire integration review. Deal review cadence audit. Leadership alignment session every 90 days.

On-Demand
Live Deal Support

Live deal strategy, competitive positioning updates, rep performance intervention, and manager coaching on specific gaps — as needed, when needed.

What the system produces —
proven at scale.

Deployed across two large enterprise environments. The results were consistent in both.

50% Enterprise Win Rate

In markets where 20–25% is considered strong performance.

$2B 4-Quarter Rolling Pipeline

Sustained through leadership transitions, market shifts, and competitive pressure.

Better Than Benchmark

Consistent across both deployment environments.

Why this conversation starts
with the investor.

We don't go company by company. We partner selectively with private equity investors who see this pattern across their portfolio and want a systematic answer — not a different engagement for every problem.

When a private equity investor makes the introduction, portfolio companies engage differently. There is no vendor evaluation. The methodology deploys consistently across every company that needs it.

Faster path to revenue — compress 2–3 years of GTM trial and error into 90 days.

De-risked exit multiple — prove the sales motion scales before the exit conversation.

Eliminate key-person dependency — build a system that survives individual departures.

Portfolio differentiation — a GTM capability your competitors cannot offer at pitch.

Who we work with —
the ideal partnership profile.

Private Equity Investor
  • Technology and software-focused fund
  • $500M – $2B fund size
  • 8 to 20 active portfolio companies
  • Operating Partner or value-creation function in place
  • Portfolio companies in $30M – $200M revenue range
  • Active investment period — not approaching end of fund cycle
Portfolio Company
  • Real product with demonstrated market demand
  • Sales team hired but revenue not scaling to thesis
  • Enterprise accounts in the pipeline — low win rate
  • Leadership layer built to manage — not to build
  • Approaching a growth inflection or exit preparation
  • No formal enterprise sales methodology in place

One partnership.
Consistent methodology.
Measurable outcomes.

We partner selectively with private equity investors who see this pattern across their portfolio and want a systematic answer. If you have two or three companies where revenue isn't scaling the way the acquisition thesis assumed — this is the conversation worth having.