We embed fractional revenue operators into your Series A, B, and growth-stage portfolio companies to fix broken go-to-market — using AI agents to diagnose, then operators to execute. Ninety days from intake to a measurably better revenue engine.
Three patterns show up in nearly every Series A and B portfolio. None of them are about the product. All of them are about how revenue gets manufactured.
Most Series A and B founders excel at product but struggle with sales execution — leaving revenue on the table quarter after quarter while the burn rate compounds.
Portfolio companies miss growth targets because their qualification, cadence, and forecasting are unreliable — so the next round is raised on hope, not signal.
Without standardized GTM diagnostics, partners can't compare revenue health across portcos or intervene early — bad news always arrives one board meeting too late.
Ninety days, three phases. AI agents do the listening and the hygiene. A fractional operator does the rebuilding. Sales leadership keeps the relationships and gets a clean forecast back.
AI agents record and analyze every sales call across the portco to surface where deals stall, where qualification is shallow, and where the process breaks under pressure.
An embedded fractional operator rebuilds qualification, cadence, and forecasting. Reps get coached on real deal data — not generic playbooks. The CRO keeps the team, gets back the rigor.
AI agents take over CRM hygiene, deal coaching, and pipeline reviews so sales leadership gets clean forecasting on autopilot. The system stays after we leave.
This is not founder coaching. It is a portfolio-grade revenue intervention designed to give partners the same signal across companies — and the same lever to pull when one slips.
Standardized GTM health scoring across every portco you choose to engage — so the same dashboard tells you which company is on track and which is quietly off.
Portcos hit revenue targets, get better valuations, and raise the next round on cleaner metrics — not just a stronger story.
We complement — not replace — your operating partners and platform team. We do the field work they don't have the cycles for, and hand the system back when we leave.
Measurable change in one quarter, not eighteen months. The next board meeting after we start should already look different.
Composite results from anonymized Series B SaaS engagements. Each metric is the median lift across portcos that completed the full ninety-day program.
+88% uplift on stage-3 to closed-won. Reps stop chasing deals that were never qualified and start finishing the ones that were.
+71% uplift per quarter. Cleaner ICP, sharper outbound cadence, qualification that filters before pipeline gets recorded.
+112% uplift per rep per week. Not because reps work more hours — because AI agents take CRM hygiene off their desk.
+24 points. The same discipline applied to expansion: forecast the renewal, qualify the upsell, install the QBR motion.
— Composite results from anonymized Series B SaaS engagements —
Two ways to start. Most funds begin with a pilot — one company, ninety days, fixed scope — and expand into a portfolio program once they have a benchmark to compare against.
Pick one company. Give us ninety days. See the impact at the next board meeting. If the leak map is wrong or the program isn't right for the fund, you keep the diagnostic — at no cost — and we part as friends.