2027 revenue revamp for PE & Series B+

Choose your revenue revamp engagement

Private equity partnerships

Two partnerships available. One master agreement covers up to five portfolio companies.

Executive leadership coaching for your CEO, CRO, CMO, and growth leaders
Growth strategy and revenue advisory
Portfolio performance oversight
Monthly portfolio growth scorecard
Quarterly strategic review with your operating partners

January–March 2027: $20,000/month total.
Equivalent to $4,000/company/month across five companies.

April–December 2027: $25,000/month total.
Equivalent to $5,000/company/month across five companies.

Direct companies, Series B+

Three company spots available. Start with a 90-day engagement and an option to renew.

GTM and pipeline assessment
Revenue operations architecture
Monthly performance reviews
Board-ready growth reporting

January–March 2027: $15,000/month.
Save $15,000 over your first three months compared with the $20,000 monthly standard rate.

April–December 2027: $20,000/month if renewed.

Sign after December 15, 2026: standard pricing of $20,000/month applies.

Give your board a clearer revenue picture

Use Q1 to assess your pipeline, strengthen revenue operations, and align leadership around growth priorities. Your engagement focuses on the forecasting discipline and performance reporting you need for Q2 board conversations.

For PE partnerships, monthly scorecards and quarterly operating-partner reviews bring portfolio performance into a shared view. For direct companies, monthly reviews and board-ready reporting connect your GTM assessment to ongoing performance.

Your engagement questions answered

How does portfolio pricing work?

Your PE firm signs one master agreement covering up to five portfolio companies. Total monthly pricing is $20,000 for January–March 2027 and $25,000 for April–December 2027. With five companies participating, that equals $4,000 and $5,000 per company per month, respectively.

Do I need to commit my company for a year?

Your direct company engagement starts with 90 days and includes an option to renew. Sign by December 15, 2026 for $15,000 monthly pricing in January–March 2027. If you renew for April–December 2027, the monthly rate is $20,000. The initial engagement is not an annual commitment.

How much does my company save by signing early?

You save $5,000 each month during January–March 2027 when you sign by December 15, 2026. That totals $15,000 over the initial three months: $45,000 instead of $60,000 at the standard rate. The direct company rate becomes $20,000 per month thereafter if you renew.

What reporting is included in my engagement?

Your PE partnership includes a monthly portfolio growth scorecard and a quarterly strategic review with operating partners, alongside portfolio performance oversight. Your direct company engagement includes monthly performance reviews and board-ready growth reporting, supported by a GTM and pipeline assessment and revenue operations architecture.

Build board-ready revenue plans for Q2