Investor Portfolio Services

Your portfolio companies chose you because they believed that your support would accelerate their success – We can help you fulfill that promise.

We work with operating partners as impactful thought partners to portfolio CEOs and CROs.

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Past participants from SaaSy companies

Core portfolio offerings that are adopted by growth stage companies:

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Sales org ‘MRI’ diagnostic

The SaaSy sales org assessment uses a combination of questionnaires and interview-based assessment to give you answers to questions such as:

  • Why do we have funnel leakage?
  • Why is forecasting inconsistent?
  • What can we do to increase productivity?
  • What impact is management having on sales productivity?
  • What does ‘great’ look like in a hiring profile for us?

Management Operating Rhythm

Implement a consistent sales management frameworks across the revenue organization. Our world-first approach incorporates an EQ assessment and management prescription to ensure that every manager can operate at their full potential.
The program includes:

  • EQ assessment and coaching for managers
  • Best practice frameworks and training for frontline responsibilities (1:1s, Coaching, Hiring, etc.)
  • Soft skills training (EG Performance management, feedback, etc.)
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Executive coaching for sales leadership

Whether it be interpersonal or technical skills development, we partner with executives to help them perform at their best. Our coaches are tenured sales leaders and certified emotional intelligence coaches.

Our coaching features:

  • Deep sales leadership experience
  • Advanced, emotionally intelligent leadership skills
  • Direct, tactical guidance when requested

Hire, develop, and accelerate your salesforce.

We’re here to help!

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What Our Clients Say

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