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Private Equity & Investments
We help private equity firms improve the performance of their portfolio companies — using data, technology, and process automation to drive growth and operational excellence.
Private Equity & Investments
How we Partner with PE & Investment Firms
📊 RevOps
We work hand-in-hand with marketing and sales teams to align people, processes, and technology around revenue growth. From refining lead funnels and sales automation to adopting AI-driven tools, we help teams operate smarter — generating more qualified leads, improving close rates, and lowering customer acquisition costs.
🚀 Go-to-Market Acceleration
For newly acquired or underperforming companies, we help define ideal customer profiles, optimize funnels, and build campaigns that deliver faster revenue lift post-acquisition.
⚙️ Systems Modernization & Integration
We rebuild and connect the tools that drive your companies — from CRM to ERP, marketing automation, and analytics — creating seamless, scalable systems that support growth and clean data.
🧠 Data Infrastructure & Analytics Enablement
Turn siloed data into a single source of truth. We design modern analytics stacks and dashboards that give investors and executives clear visibility into performance, trends, and ROI across the portfolio (or for a single comapny)
Private Equity & Investments
Technologies we Know and Love
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Case Study
Building a Scalable Growth Engine for a Series B Tech Startup
Following their Series B raise, this company needed to accelerate growth and prove marketing efficiency to investors. We built a highly automated, AI-powered marketing engine that identified leads within the client's ICP and marketed to them via email, LinkedIn, ad platforms, and also phone calls.
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