Services – PE/VC Strategy

Services – PE/VC Strategy

Strategic RevOps for PE & VC-Backed Portfolio Companies

Unlock Revenue Flow Across Your Entire Portfolio

Trusted by portfolio companies of

We partner with VC and PE firms in London and across several major European and American cities to help their portfolio companies achieve commercial flow; aligning people, processes, and platforms for scalable, predictable growth. From Series A to exit, our programs drive operational efficiency, increase enterprise value, and reduce dependency on senior hires to move the needle


Book a Revenue Flow Discovery Session

For mid-market and enterprise teams looking to scale smarter.

Portfolio Impact at a Glance:

34

%

34% increase in pipeline velocity in 8 weeks

> 523

%

ROI in 12 months

91

%

CRM accuracy, improved from 61%

Fast-Track

Full GTM Ops

Two Proven Pathways to Revenue Flow

Two Proven Pathways to Revenue Flow

Fast-Track GTM Operations

FastTrack GTM Ops

For Pre-Seed to Series B Stage Companiess

For Pre-Seed to Series B Stage Companiess

For Pre-Seed to Series B Stage Companiess

Building RevOps from Scratch

Building RevOps from Scratch

Building RevOps from Scratch

FastTrack is a high-impact 4-week sprint designed to unlock flow in early-stage go-to-market teams. We remove friction, connect systems, and build scalable GTM infrastructure without adding complexity.

Designed to bring flow to your revenue engine — across marketing, sales, CX, and customer success:

Enterprise Grade GTM Optimisation

Entterpris GTM Ops

For Series B and Beyond / Growth-Stage Businesses

For Series B and Beyond / Growth-Stage Businesses

For Series B and Beyond / Growth-Stage Businesses

This comprehensive transformation program is built for scale-ups struggling with complex tech stacks, data silos, and operational drag. We re-architect the commercial engine — enabling flow across every revenue-critical team.

FastTrack GTM Ops

01

  1. Lead Gen & Nurture
  1. Lead Gen & Nurture

Lead Gen & Nurture

Proven campaigns and automations that generate demand and convert it.

Proven campaigns and automations that generate demand and convert it.

Proven campaigns and automations that generate demand and convert it.

96%

Improvement in real-world research outcomes

62%

Decrease in erroneous false-positives in large data sets.

96%

Improvement in real-world research outcomes

62%

Decrease in erroneous false-positives in large data sets.

96%

Decrease in erroneous false-positives in large data sets.

62%

Decrease in erroneous false-positives in large data sets.

96%

Decrease in erroneous false-positives in large data sets.

62%

Decrease in erroneous false-positives in large data sets.

02

  1. Close More Deals

Close More Deals

Forecast-ready sales process aligned to your ideal customer and buying journey.

Forecast-ready sales process aligned to your ideal customer and buying journey.

03

  1. Customer Onboarding
  1. Customer Onboarding

Customer Onboarding

Sales-to-service handoff systems that activate customers faster.

Sales-to-service handoff systems that activate customers faster.

Sales-to-service handoff systems that activate customers faster.

96%

Decrease in erroneous false-positives in large data sets.

62%

Decrease in erroneous false-positives in large data sets.

96%

Decrease in erroneous false-positives in large data sets.

62%

Decrease in erroneous false-positives in large data sets.

96%

Decrease in erroneous false-positives in large data sets.

62%

Decrease in erroneous false-positives in large data sets.

96%

Decrease in erroneous false-positives in large data sets.

62%

Decrease in erroneous false-positives in large data sets.

04

  1. Revenue Expansion
  1. Close More Deals

Revenue Expansion

Account growth playbook to drive upsell, cross-sell, and renewals.

Account growth playbook to drive upsell, cross-sell, and renewals.

Forecast-ready sales process aligned to your ideal customer and buying journey.

96%

Decrease in erroneous false-positives in large data sets.

62%

Decrease in erroneous false-positives in large data sets.

  1. Revenue Expansion

Account growth playbook to drive upsell, cross-sell, and renewals.

Account growth playbook to drive upsell, cross-sell, and renewals.

05

  1. CRM & Tech Stack Mapping
  1. CRM & Tech Stack Mapping

CRM & Tech Stack Mapping

We’ll match you with the right CRM & RevTech and support you on a vendor call.

We’ll match you with the right CRM & RevTech and support you on a vendor call.

We’ll match you with the right CRM & RevTech and support you on a vendor call.

96%

Decrease in erroneous false-positives in large data sets.

62%

Decrease in erroneous false-positives in large data sets.

96%

Decrease in erroneous false-positives in large data sets.

62%

Decrease in erroneous false-positives in large data sets.

All mapped into a blueprint, you can implement it, or we can, as part of our Build and Technical Integration Services.

Enterprise-Level RevOps & Go-to-Market Strategy Roadmapping.

8–12 week engagement across 4 phases:

01

GTM Alignment & ICP Definition

Align marketing, sales, CS, and CX leaders around shared outcomes

Define metrics that matter and what success looks like

Build a quantitative ICP model to prioritise accounts and drive automation

96%

Improvement in real-world research outcomes

62%

Decrease in erroneous false-positives in large data sets.

01
GTM Alignment & ICP Definition

Align marketing, sales, CS, and CX leaders around shared outcomes

Define metrics that matter and what success looks like

Build a quantitative ICP model to prioritise accounts and drive automation

96%

Improvement in real-world research outcomes

62%

Decrease in erroneous false-positives in large data sets.

01

GTM Alignment & ICP Definition

Align marketing, sales, CS, and CX leaders around shared outcomes

Define metrics that matter and what success looks like

Build a quantitative ICP model to prioritise accounts and drive automation

02

Process Mapping & Gap Analysis

Map and assess every key GTM motion: lead gen, sales, onboarding, CX

Identify friction points, handover failures, and scalability risks

Build out customer lifecycle and service delivery journeys

Molecules

96%

Decrease in erroneous false-positives in large data sets.

62%

Decrease in erroneous false-positives in large data sets.

02
Process Mapping & Gap Analysis

Map and assess every key GTM motion: lead gen, sales, onboarding, CX

Identify friction points, handover failures, and scalability risks

Build out customer lifecycle and service delivery journeys

Molecules

96%

Decrease in erroneous false-positives in large data sets.

62%

Decrease in erroneous false-positives in large data sets.

02

Process Mapping & Gap Analysis

Map and assess every key GTM motion: lead gen, sales, onboarding, CX

Identify friction points, handover failures, and scalability risks

Build out customer lifecycle and service delivery journeys

03

Systems & Stack Audit

Audit your CRM, RevTech, and supporting tools for duplication and gaps

Recommend an ideal stack and governance model

Highlight cost-saving and automation opportunities

Woman

96%

Decrease in erroneous false-positives in large data sets.

62%

Decrease in erroneous false-positives in large data sets.

03
Systems & Stack Audit

Audit your CRM, RevTech, and supporting tools for duplication and gaps

Recommend an ideal stack and governance model

Highlight cost-saving and automation opportunities

Woman

96%

Decrease in erroneous false-positives in large data sets.

62%

Decrease in erroneous false-positives in large data sets.

03

Systems & Stack Audit

Audit your CRM, RevTech, and supporting tools for duplication and gaps

Recommend an ideal stack and governance model

Highlight cost-saving and automation opportunities

04

Strategy Report & Roadmap

C-suite-ready report with prioritised initiatives, timelines, and ROI projections

Clear actions, tech recommendations, and success metrics

Optional delivery via a presentation-ready deck for stakeholder buy-in

Building

96%

Decrease in erroneous false-positives in large data sets.

62%

Decrease in erroneous false-positives in large data sets.

04
Strategy Report & Roadmap

C-suite-ready report with prioritised initiatives, timelines, and ROI projections

Clear actions, tech recommendations, and success metrics

Optional delivery via a presentation-ready deck for stakeholder buy-in

Building

96%

Decrease in erroneous false-positives in large data sets.

62%

Decrease in erroneous false-positives in large data sets.

04

Strategy Report & Roadmap

C-suite-ready report with prioritised initiatives, timelines, and ROI projections

Clear actions, tech recommendations, and success metrics

Optional delivery via a presentation-ready deck for stakeholder buy-in

Based in London, Trusted Across the UK and Globally

With clients in finance, SaaS, and professional services, we’ve delivered RevOps consulting results across London, Europe, and beyond.

Already Have a RevOps Strategy? We Can Start Integration Immediately.

If your portfolio company already has a clear go-to-market or RevOps strategy and needs a technical integration partner to bring it to life — we’re ready to begin.

We work with in-house teams or external consultants to execute CRM builds, system integrations, and automation projects at pace.


Explore our technical services:

  • Build & Implementation Services

  • Systems Integration & Automation

Salesforce | HubSpot | CPQ | Middleware | AI & Workflow Automation



Your flow isn’t broken. It’s blocked. Our Revenue Operations consultancy helps you clear the path.

Is RevOps Management the Right Fit for Your Portfolio?

Is RevOps Management the Right Fit for Your Portfolio?

  • We create the most impact for companies experiencing operational friction

  • GTM teams manually duplicating data or relying on spreadsheets

  • CRM that no one trusts — or uses properly

  • High headcount with low visibility into performance

  • Missed handoffs between Sales, Marketing, CS, and Finance

  • Disconnected toolstack slowing growth and decision-making

  • Companies preparing for investment or exit with weak commercial infrastructure

  • We create the most impact for companies experiencing operational friction

  • GTM teams manually duplicating data or relying on spreadsheets

  • CRM that no one trusts — or uses properly

  • High headcount with low visibility into performance

  • Missed handoffs between Sales, Marketing, CS, and Finance

  • Disconnected toolstack slowing growth and decision-making

  • Companies preparing for investment or exit with weak commercial infrastructure

If any of these apply, it’s time to restore flow.



Why VCs and PE Firms Partner With Us


  • Revenue flow drives enterprise value

  • Companies with aligned systems scale faster, retain more customers, and command stronger multiples.

  • One partner for strategy and execution

  • We bridge the gap between strategic recommendations and technical delivery — bringing flow to life in every part of the go-to-market engine.

  • Proven frameworks, measurable outcomes

  • Access to exclusive tech partnerships and discounts

RevOps Automated Technology Alliances

We integrate with and optimise the most powerful GTM tools in the world. As a certified Salesforce Integration Partner, HubSpot Implementation agency, and AI partner, we build systems that scale.

Platforms we integrate:

What it feels like to work with RevOps Automated

Success Stories: We don’t just talk about flow — we deliver it.

Financial Services

SaaS

Hospitality Group

“RevOps Automated cut our onboarding time by 80% and rebuilt our entire GTM process in 90 days — without disrupting BAU.”

"They took us from messy data and inconsistent lead handling to a fully automated, integrated Salesforce-HubSpot stack that just works."

"With over 15 locations and a fragmented booking process, we needed help. RevOps Automated unified everything — and bookings soared."

Financial Services

SaaS

Hospitality Group

“RevOps Automated cut our onboarding time by 80% and rebuilt our entire GTM process in 90 days — without disrupting BAU.”

"They took us from messy data and inconsistent lead handling to a fully automated, integrated Salesforce-HubSpot stack that just works."

"With over 15 locations and a fragmented booking process, we needed help. RevOps Automated unified everything — and bookings soared."

Ready to Create Flow in Your Portfolio?

Start with a free GTM Self-Audit or book a Discovery Call to explore how we can help.

Not ready to talk yet?

Start with a self-audit of your current GTM and systems performance.

Take our quick, expert-designed questionnaire and receive your Scalability Score — a baseline snapshot of how well your business is set up to scale revenue, efficiency, and customer success.

Use it to:

Benchmark where you are today

Benchmark where you are today

Benchmark where you are today

Prioritise where to improve

Prioritise where to improve

Prioritise where to improve

Track progress once we’re working together

Track progress once we’re working together

Track progress once we’re working together