Private Equity & Venture Capital

Built for the pace and pressure for a hold period, we partner with PE and VC firms to align the revenue operations, MarTech and data to unlock their portfolio performance.

Our Impact

8:1

Revenue return on RevOps, MarTech and Data investment for a portfolio group

80%

MarTech and CRM platform utilisation following transformation programme for a procurement firm

+33% EBITDA

8 month Strategy & RevOps transformation following distressed acquisition and integration

Trusted By Leading Businesses

From start-up to scale up, we work with high growth B2B and B2C brands, backed by global investors.

How We Help You

Three problems show up in almost every portfolio company we work with — risk that wasn't found before the deal closed, an operating model, data and system architecture that was never built to scale, and finding new value and revenue.

From Series A to exit, we align the systems, data and teams needed to scale predictably and defensibly—reducing operational risk, protecting enterprise value, and removing the reliance on any one senior hire to keep the business running.

Risk Assessments

Diagnose risk before you commit.

Most operational risk stays invisible until you're inside or scaling the business. Our diagnostics cover data quality, MarTech maturity and revenue operations, so you know exactly what you're buying or investing in — and what it costs to scale.

RevOps, Data and MarTech audits
Customer, Account & Product Profiling
Performance & Growth Analysis

Foundations For Scale

Systems, data and RevOps aligned in weeks, not quarters.

From seed funding to Series C and beyond, scaling businesses need the right revenue operations, data and MarTech foundations in place to support growth. In most cases, we build foundations that stand on their own rather than tying into yours, so the business stays flexible for whatever comes next.

Revenue Operations (marketing, sales and service) design and build
MarTech, CRM, CDP and analytics — selection, integration and deployment
Customer and sales technology — selection, integration and deployment
Customer data strategy — first, second and third party
Documentation and structure that hold up to scrutiny, from the start

Growing Revenue

Growth doesn't stop once the foundations are fixed.

Whether you're driving value toward the next round or an exit, the same question matters — is there more revenue and value sitting in the business? We dig into the customer and account data to surface underserved segments, pricing opportunities, cross-sell potential, and CRM, CRO and CX improvements — then build the strategy and operations to actually capture it.

Customer Segmentation and ABM profiling
Customer Journey Mapping
CRM Strategy
CRO, CX and Personalisation programmes

Our Work

Centralising Sales and CRM For A Portfolio Business To Drive Growth & Collaboration

Transformation | Revenue Operations | Enterprise HubSpot CRM | HubSpot Build | Data Management | Change Management

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Revitalising Customer Engagement Through Data Science, Strategy & Marketing Technology

Transform | Innovate | Grow | Data Science | Segmentation | Strategy | Salesforce | Integration | Customer Engagement

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Building Personalised Experiences - How a Luxury Retailer Streamlined Operations, Data, MarTech and Loyalty

Transform | Innovate | Grow | Data Science | Segmentation | Strategy | Salesforce | Integration | Customer Engagement

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Designing And Building A Foundational Lead Management & Engagement Framework

Optimise | Grow | Strategy | Customer Lifecycle | Customer Engagement | Email Marketing | Integration

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Transforming Customer Experience, Revenue Operations And CRM In Financial Services

Transform | Revenue Operations | Customer Experience | HubSpot CRM | Data Management | Change Management

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“Their commercial acumen is second to none. They have the ability to cut through complexity and get straight to the heart of a business challenge, identifying opportunities and solutions with clarity and precision. The strategic mindset, combined with deep understanding of commercial dynamics, makes them an invaluable asset to any organisation.”

Venture Manager and Former Global CMO, PE Backed Portfolio Group
“We’ve worked with them for a considerable period and are always struck by their determination and ability to just get on with things and get them done. Their approach to work is always measured and methodical, but they can be highly creative too - their ability to balance both skills makes them a valuable asset to any firm.”

Chief Operating Officer, PE Backed Portfolio Group
“We’ve had a very positive experience, and great results over the last 12 months. They have used their expertise to support us in the design and development of new websites, CRM migration (including custom API development), and further enhancement of our new CRM platform to support our sales, marketing, and RevOps ambitions. Extremely approachable with a keen desire to understand and adapt to our business context. Would thoroughly recommend.”

Change & Transformation Director, PE backed Procurement/ SaaS

How We Work

Identify

From strategy and revenue operations to MarTech and customer data, we assess the blockers, risks and upside — so you understand exactly what you're buying, where you’re at and what it will take to scale.
Design

With the risks and opportunities already understood, we design the path forward — revenue operations, data and technology structured to align the business, at the pace you demand, without disrupting the day-to-day.
Build

With the path designed, we build it — the operating model, data infrastructure and tech stack the business actually needs — structured and documented so the value it creates holds up under the scrutiny.
Grow

With the operating, tech and data models live, we keep it performing — running the management programmes that maintain it across marketing, sales and service - identifying revenue opportunities, marginal gains and CX improvements, continuously improving what's already working.