Know what you're buying and know how to improve it.
Sales and GTM diligence for PE and VC, and hands-on help installing a repeatable revenue engine in the portfolio. When revenue growth is the thesis, the sales org is the risk. I give you an operator's read on it, and the system to fix it.
Whether you are before or after the transaction, I can implement the thesis.
GTM & Due Diligence
An operator's read on the revenue org before you commit capital.
Not a surface checklist, but the same way a CRO would diligence a target they were about to own. Leadership, process, forecast credibility, pipeline quality, and the one question that decides the thesis: does the sales motion actually scale, or does it just happen to be working right now?
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You're evaluating a B2B software target where revenue growth is core to the thesis and sales execution is a material risk
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Interviews, pipeline and forecast inspection, and a competency and leadership assessment — mapped to your value-creation thesis and hold-period timeline, delivered as a clear read, not a 60-page deck.
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A clear read on revenue risk before you commit capital
A 90-day value-creation thesis for the sales org
An honest view of forecast credibility and pipeline quality
Whether the motion scales or depends on a few heroes or the founder
Portfolio Advisory
Install the revenue engine, and be a bench for your value-creation team.
When a portfolio company's sales org needs to level up, I install the system: process, competencies, metrics, and coaching cadence. And act as an operating bench for your value-creation team through the hold period.
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You've got a portfolio company whose revenue is growing on effort, not on a repeatable system, and you need it de-risked and scalable ahead of the next round or the exit.
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The same install I run for direct clients: competency assessment, process and cadence design, manager coaching. All sequenced to the company's stage and your timeline.
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A repeatable revenue engine that doesn't depend on a few people
Forecast credibility the board can trust
Faster ramp and stronger retention as the team scales
A sales leadership bench ready for the next stage or exit
Why me?
30+ years in enterprise sales leadership, including scaling a SaaS business from $5M to $100M as CRO — so diligence isn't theory, it's a read from someone who has built and fixed the exact motion your portfolio needs. I've done it at Fortune-500 scale and inside fast-growing, venture-backed teams.
Contact
Leading Sales
Let’s talk
Schedule a meeting to discuss how to create a foundation for sustainable growth.
