GTM engineering for investors and their portfolios.
Portfolio companies are asked to grow faster with leaner teams, and each one rebuilds the same go-to-market from nothing. We give the portfolio one engine, deployed company by company and measured in pipeline the board can see.
A founder hired a CFO and a head of revenue operations in one quarterRaise readiness · this morningPublic
Twelve accounts on a portfolio company's list posted the role it sells toHiring signals · this weekPublic
A strategic buyer in your sector opened a corporate development roleExit signal · yesterdayPublic
A profitable founder-owned company in your thesis has taken no outside capitalOwnership and financials · this monthLicensed
Pipeline coverage at one portfolio company slipped for a second weekPortfolio reporting · this weekYour data
Illustrative example. Every line is a signal we can collect: from a public source, from data we license, or from your own systems.
Who we work with
The teams we build for
Private equity operating partners
Value creation with revenue at the centre
A plan that depends on revenue growth, and portfolio companies without the system to deliver it.
Usually led by Operating partner, portfolio CRO
Venture capital platform teams
Support founders use
Portfolio support measured in customers won, where most stops at introductions.
Usually led by Platform lead, partner
Portfolio company leaders
A board asking for pipeline
A growth target, a small team, and no time to build the go-to-market engine from scratch.
Usually led by CEO, CRO
Where investors usually start
8 of our 40 solutions, in your words.
The same engine we run in every industry, pointed at the moments that start a deal in yours. See all 40 on the capability wheel →
Data Foundation
Total account mapping
"Nobody can tell the board how many accounts the company could actually sell to."
Data Foundation
ICP data acquisition
"Every new portfolio company starts its account list from nothing."
Data Foundation
CRM cleanup and deduplication
"The CRM we inherited at acquisition is full of duplicates."
Outbound
Multi-channel sequencing
"Outreach runs in three tools, and each one thinks it owns the account."
Outbound
Partner recruitment
"The company needs distributors in a new market, and the CEO is finding them personally."
Expand and Retain
Cross-sell campaigns
"Customers buy one product and never hear about the rest, and retention stalls."
Sales Enablement
Deal risk flags
"Deals stall, and the board finds out at the quarterly review."
Data Foundation
Warm path mapping
"We never use the relationships the fund already has."
Where the evidence comes from
Every name on the list comes with a reason it is now.
Who each company sells to
Every company's market, account by account, sized before the plan is set.
What is changing
Hiring, funding, leadership and tool changes across each company's target accounts.
Who the fund already knows
Warm paths through the people around the fund, the portfolio and its advisers.
What the board sees
Pipeline by company, sourced and dated, from the CRM rather than a spreadsheet.
And here is where we get it
Public sources
Company registry filings, funding and acquisition announcements, job posts, patent and trademark filings, leadership moves.
Data we license
Private company data and deal histories, headcount and technology trend data, fund and mandate news.
Your own systems
The fund's own dealflow notes and CRM, each portfolio company's pipeline, the adviser and co-investor network, product usage inside the portfolio.
What is available varies by market and by licence, so the workshop settles what can be collected for you before anything is built.
Built in your CRM, with Clay as the data and signal layer. You see every approach and every reply there, and we review them with you every two weeks.
Questions
Asked by investors.
Other industries we work in:
Can you generate pipeline for our portfolio companies?
Yes. We run lead generation for portfolio companies, from the account list to booked meetings, and report pipeline the board can see. The engine is set up once and reused across the portfolio.
How does GTM engineering create value in a portfolio?
Most portfolio companies have to grow revenue without adding headcount, and few have the system to do it. We deploy the same engine across the portfolio, adapted to each company's market, so the method is shared and the pipeline can be measured company by company.
Do you start with one portfolio company or the whole fund?
One. A single company proves the model, and the fund decides whether to extend it.
Can the same signals help the fund find deals?
Yes. The signals that show a company is ready to buy also show a company getting ready to raise: senior finance hires, fast team growth, new markets. The workshop is where we decide whether that is worth building.
Where does the data behind these signals come from?
Three places. Public sources such as company registry filings, funding and acquisition announcements, job posts, patent and trademark filings, leadership moves. Data we license: private company data and deal histories, headcount and technology trend data, fund and mandate news. And your own systems: the fund's own dealflow notes and CRM, each portfolio company's pipeline, the adviser and co-investor network, product usage inside the portfolio. What is available varies by market and by licence, so the workshop settles what can be collected for you before anything is built.
Start here
Start with a 20-minute call, then decide together.
Tell us where your pipeline stands, and a Co-Founder will say what we would do first. If we all agree after the call, the next step is a 60-minute workshop, and you leave it with a written plan.
Hosted by Steve Dawson and Charles Tidswell, Co-Founders