Go-to-market systems for private equity firms and their portfolio companies.

Pre-deal: test the market before you sign

A 30-day commercial diligence run on the target's offer, from a separate test brand, with nothing touching the target's domain, brand or CRM.

What we build: the account count against the TAM slide; a sandbox of warmed sending domains and a neutral brand; nine campaigns (three offers by three ICPs), each with its own landing page; AI classification of every reply; meetings booked for the deal team.

What you get: six numbers for the investment committee memo. The real addressable market, the segment that responds, cost per qualified meeting, the top objections and who wins them, who the real buyer is, and whether it sells without the founder. Plus the portfolio company GTM scorecard run on the CRM export, so the day-one work plan is already written.

First 100 days: switch on the plan

The 100-day AI GTM plan, built inside the company, in three phases.

Diagnose (days 1 to 14).Every sales call recording read for the reasons deals were lost and the questions buyers ask. A GTM audit of the CRM, every inbound source, speed to lead, hand-offs, stages and stack. The network pulled: employees', board members' and investors' connections, and the fund's other companies. Sending domains bought on day one so they warm under the audit.

Foundation (days 15 to 45).CRM rules: every field records where it came from and when it was last refreshed. Parent and child accounts, one industry taxonomy. Dedupe and enrich. The TAM mapped from closed-won deals, with tiers. The suppression list: customers, open deals, partners, the fund's relationships. Website visitor identification and attribution that follows a person from first visit to closed deal.

Stop the leaks (days 46 to 70).Inbound enriched, scored and in a rep's Slack within minutes. Replies classified and surfaced. Dead deals and dormant leads worked with a reason to reopen each. Champions who change jobs flagged. Every new customer triggers a campaign to the companies most like them. Objections from the call recordings answered earlier in the sales process.

What you get:the eight workflows running on the company's own data, and a weekly pipeline report in a format the operating partner can set beside every other company's.

Growth: create demand, then amplify it

Outbound comes after the first 45 days, because the offer and the list come out of them.

Create demand.Cold email on the warmed domains, drafted by AI and approved by a person. LinkedIn from the founder's and team's real accounts at safe daily limits. Signal campaigns on funding rounds, hiring and leadership changes at target accounts. The six warm lists the company already owns: lost deals, moved champions, former employees of customers, the investors' other companies, unanswered inbound, post engagers. Partner co-sell through an overlap tool, so neither side hands over a customer list.

Amplify. The founder content engine: LinkedIn and a newsletter, with engagers scored against the ICP and fed back into outbound. Podcast and press outreach for the founder. A list of every newsletter, channel, publication and event that reaches the buyer.

What you get: pipeline from channels the company controls, measured as replies and meetings per 100 sends by segment and by signal.

Pre-exit: build the buyer list and the evidence

Two jobs in the last year of the hold.

The exit story. Likely acquirers and sponsors identified from deal data. Interviews with the people who would evaluate the company, run through a compliant expert network, so the numbers and the narrative are shaped toward what buyers look for.

The evidence pack.Attribution by source, pipeline by channel, the scorecard rescored against day one, and the workflows documented so a buyer's diligence team sees a system that runs without the founder.

The portfolio layer

For firms running this across more than one company.

One weekly report in the same format from every company, so the operating partner compares like with like. A shared suppression list, so one company never cold-emails another's customer. The portfolio network graph, for warm intros and cross-sell. Pre-close diligence on the next target, on the same infrastructure.

Each company's data stays its own. The fund holds aggregates and consented overlaps, never pooled CRMs.

How an engagement runs

1. Discovery call. Thirty minutes. We ask for a CRM export, the list of inbound sources and the tool list, and come back with the scorecard and a scoped build.
2. Build. In an environment the company owns: its own Clay workspace, its own data store, its own sending and LinkedIn accounts. We work as a named user with the least access the job needs. A person on the client side approves every send.
3. Hand over. Documented workflows, one config file per company that records which plays are switched on, and our access removed. Running the system after hand over is a separate conversation.

Who it is for

Private equity firms that want the same pipeline report from every company they own. Portfolio companies with a proven offer and paying customers but no dependable outbound motion. Operating partners and RevOps leads who own the number.

Who it is not for

A company without a proven offer yet. Anyone who wants pay-per-meeting guarantees. Anyone who wants a tool bought rather than a system built. Anyone who wants an AI SDR that sends without a person approving; we do not build those. Treasury, tax and legal work is referred out.

Prices

On request. The price depends on how many companies are in scope and which plays are switched on.