Private equity

Private equity GTM.

For funds and their portfolio companies. We build the market map, the signals and the CRM a portfolio company needs to grow after the deal, and the deal-flow systems a fund runs on its own data.

Updated October 17, 2026

When it breaks

The growth plan is clear. The system to deliver it is not.

The portfolio company sold through the founder's relationships, and that does not scale.

The CRM is incomplete, duplicated or missing, so nobody can see the real pipeline.

The operating plan names growth targets, but no one owns a repeatable weekly motion.

Several portfolio companies need similar work, and each one starts from scratch.

Operating model

The system we build.

01

Market map

every account the portfolio company could sell to, sourced and cleaned.

02

Signals

the top changes in that market that say who to reach now.

03

CRM

the data model, ownership and fields rebuilt around how the team actually sells.

04

Motion

signal-led outreach, with LinkedIn first, run from the team's own profiles.

05

Reporting

activity, meetings and pipeline the operating partner can read every week.

06

Repeat

the same playbook rolled out across the portfolio.

What we build

What we build for funds and portfolio companies.

01

Post-acquisition GTM build

What gets built

Market map, signal system, CRM rebuild and a first motion, scoped to one commercial goal.

Outcome

The portfolio company can see its market and work it every week.

02

Signal systems

What gets built

The changes that matter in the portfolio company's market, watched and routed into the CRM.

Outcome

Sellers spend their time on accounts with a reason to talk now.

03

CRM rebuild

What gets built

Data model, deduplication, ownership and integrations with existing systems of record.

Outcome

Pipeline and activity are visible without rebuilding a spreadsheet every week.

04

Portfolio playbook

What gets built

One proven build repeated across portfolio companies, adjusted to each market.

Outcome

Each new company starts from a working system, not a blank page.

05

Deal-flow intelligence

What gets built

The fund's own lists and deal flow scored against its thesis, with the reason on every record.

Outcome

The team spends its time on the deals that fit.

06

Origination outreach

What gets built

The people worth writing to first, researched, with outreach the fund runs itself.

Outcome

A pipeline of deals to choose from, not just the ones that arrive.

Where it fits

Where it fits after the deal.

First 60 days

Map the market, pick the top signals, fix the CRM.

A clear view of who to sell to and who to call this week.

First motion

Signal-led outreach from the team's own LinkedIn profiles.

Meetings measured against the company's own baseline.

Operating review

Weekly reporting on activity, meetings and pipeline.

Numbers the operating partner can bring to the board.

Portfolio

Repeat the build at the next portfolio company.

A playbook that gets faster every time.

Best fit

Hire us when the system has to work.

  • You are in the first two years after an acquisition, with a growth thesis.
  • Sales still depends on the founder or a few relationships.
  • Several portfolio companies need similar GTM work.
  • You want a working system the company owns, not another slide deck.
Not a fit

Do not hire us for isolated tasks.

  • You only need a list pull without system design or downstream activation.
  • You want AI-generated copy without data, QA, targeting, or delivery logic.
  • You need a one-off automation that no one will own after launch.
  • You are looking for a pure strategy deck instead of a working system.
Implementation

From audit to operating cadence.

01

Agree the commercial goal with the operating partner and the portfolio company.

02

Map the market and clean the data before anything is built.

03

Pick the top signals and wire them into the CRM.

04

Start signal-led outreach from the team's own profiles.

05

Report weekly on activity, meetings and pipeline.

06

Hand over a documented system, or keep running it with the team.

Common questions

What buyers usually need to know.

Browse answers

Can you work with both the fund and a portfolio company?

Yes. We agree the commercial goal with the operating partner and do the work inside the portfolio company with its team.

What usually breaks in a portfolio company's GTM after a deal?

Sales depends on a few relationships, the CRM does not show the real pipeline, and no one owns a weekly motion. The first job is a clean market map and a CRM people can trust.

Can the same build run across several portfolio companies?

Yes. The playbook is the same; the market map, signals and messages change for each company.

Do you build deal-flow systems for funds?

Yes. We score a fund's own lists and deal flow against its thesis, with the reason written on every record, and build outreach the fund runs itself.

Next step

Build the system your team can actually run.

We will look at your current motion, identify the highest-leverage system gap, and tell you what we would build first.

Speak with a GTM engineer ▶