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Post Merger Integration Consulting: What to Buy, What to Decide, and How to Judge It
Posted by editor
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in Content Creation
The forecast is slipping in the second quarter after close, the two sales teams are quoting the same account against each other, and the finance function is still reconciling two ledgers by hand. This is the moment an…
Read More »How to Choose and Judge a GTM Strategy Consultant for Portfolio Companies
Posted by editor
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in Content Creation
An operating partner rarely brings in a GTM strategy consultant because things are going well. The call usually comes when a portfolio company is missing its revenue plan, the pipeline math no longer ties to the model, or…
Read More »CRM Standardization Across Portfolio Companies: A RevOps Decision Guide for Operators
Posted by editor
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in Content Creation
An operating partner inherits a portfolio where every company runs a different CRM, or worse, three CRMs each and a spreadsheet the sales director actually trusts. Pipeline reported to the board does not reconcile with what the systems…
Read More »GTM Value Creation for Portfolio Companies: What to Decide, and How to Judge It
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in Content Creation
By the first board meeting, the operating partner already owns a number. The revenue plan the deal team underwrote is now a commitment, and the gap between that plan and what the portfolio company’s go-to-market engine can actually…
Read More »How to Hire and Judge a GTM Strategy Consultant for Portfolio Companies
Posted by editor
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in Content Creation
An operating partner who has just signed off on a growth thesis usually inherits the same problem in month two: the portfolio company can describe its product and its pipeline, but nobody can explain why revenue lands where…
Read More »CRM Standardization Across Portfolio Companies: A RevOps Playbook for Operating Partners
Posted by editor
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in Content Creation
An operating partner inherits five portfolio companies running five different CRMs, three of them customized past recognition, and a board deck that promises cross-sell synergies nobody can measure. The problem is not the software. The problem is that…
Read More »CRM Consolidation for Portfolio Companies: The Operator’s Decision Guide
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in Content Creation
An operating partner inherits a portfolio company with three CRM instances, a marketing platform nobody trusts, and a revenue forecast the CFO builds by hand in a spreadsheet every Friday. That is the starting condition for most CRM…
Read More »How to Judge a Revenue Operations Consultant for Private Equity
Posted by editor
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in Content Creation
An operating partner with a stalled forecast has a narrow window to decide whether the problem is the pipeline, the process, or the person running revenue. A portfolio company executive who just missed a quarter has the same…
Read More »RevOps for Private Equity Portfolio Companies: What to Decide and How to Judge It
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in Content Creation
When a portfolio company misses its bookings plan two quarters in a row, the operating partner rarely gets a clean answer to why. The CRM says one thing, the finance model says another, and the sales leader has…
Read More »Post-Merger Integration Guide: Unifying Conflicting CRM Architectures
Posted by Rosen Georgiev
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in Content Creation
In the high-stakes world of mid-market private equity, the “buy-and-build” strategy remains a primary driver of value creation, yet the success of these roll-ups often hinges on a factor that rarely gets enough attention during the honeymoon phase…
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