GTM Partners for PE Portfolios
Hands-on GTM expertise that drives valuations. We don’t just advise – we fix broken sales functions, accelerate scaling, and implement the systems that create measurable returns.
Every GTM Issue Is a Value Leak
Revenue Plateaus That Erode Valuations
When portfolio companies hit growth walls, it’s rarely a market problem—it’s execution breakdown. Misaligned talent, confused customer profiles, and broken sales processes don’t just stall growth, they undermine the predictable revenue story that drives premium valuations.
Scaling Chaos That Limits Returns
Fast-growing companies without proper GTM infrastructure hit inevitable scaling walls. Inconsistent processes, overwhelmed teams, and lack of standardized frameworks turn promising investments into operational nightmares that cap your returns.
Leadership Gaps That Compound Problems
Weak revenue leadership or new executives without proper support create cascading issues across the entire GTM organization. Every month of poor execution compounds the problem and delays value creation milestones.
Pre-Exit GTM Breakdowns
Nothing undermines an exit faster than buyers discovering inconsistent sales processes, unclear metrics, or execution gaps during due diligence. What should be your highest-return period becomes a valuation-damaging scramble to fix years of accumulated problems.
Portfolio Blind Spots That Waste Resources
Without clear GTM health visibility across your portfolio, you’re flying blind on which companies need immediate intervention versus those ready for acceleration. This leads to misallocated resources and missed value creation opportunities.
Cross-Portfolio Knowledge Waste
When GTM lessons learned at one portfolio company don’t transfer to others, you’re reinventing the wheel instead of creating portfolio-wide performance improvements. Every solved problem should become competitive advantage across your entire fund.
“As investors, we look for partners who can drive tangible impact across our portfolio, and Vedra proved to be exactly that during their engagement with Kallik. We brought them in to assess and refine the company’s go-to-market strategy and commercial operating model at a critical point in its growth journey.
Vedra’s work gave us real clarity—not just on the immediate performance levers, but also on the structural changes required to scale the business effectively. They delivered a roadmap that aligned well with our value creation plan and investment thesis.
We were particularly impressed with how quickly they got under the skin of the business, identified the gaps, and proposed solutions that were both actionable and tailored to Kallik’s stage and ambitions. Their recommendations have been instrumental in shaping the next phase of growth and commercial effectiveness.”
How we drive portfolio value
Real-Time GTM Health Monitoring Across Your Portfolio
We create standardized GTM health dashboards that give you clear visibility across your entire portfolio. Our frameworks provide consistent metrics and benchmarking that let you identify which companies need immediate attention versus those ready for acceleration, with early warning systems that catch issues before they become major problems.
Hands-On Revenue Engine Building for Scaling Companies
When portfolio companies are growing fast but lack infrastructure, we embed with their teams to build the enablement frameworks, standardized processes, and leadership development that maintain momentum without chaos. We implement MEDDIC, pipeline generation excellence, and demand creation cultures that create sustainable, repeatable growth.
Rapid Problem Resolution for Stagnant Companies
We get our hands dirty diagnosing and fixing the execution problems that cause revenue plateaus. Whether it’s broken sales processes, confused ICPs, or lack of qualification frameworks, we implement the operational fixes that restart growth momentum and create predictable revenue engines.
Cross-Portfolio Performance Optimization
We create performance benchmarks across your portfolio that reveal which companies are outperforming and why, then scale those best practices to other investments. This creates portfolio-wide performance improvements rather than company-by-company fixes, maximizing the leverage of your value creation efforts.
GTM Talent Solutions That Drive Performance
We conduct skill/will assessments, hire the right revenue leadership, and develop existing teams to execute at higher levels. When you have the wrong people in critical roles or need to scale GTM leadership quickly, we bring the expertise to build teams that deliver consistent results.
Investment Decision Intelligence That Reduces Risk
Whether you’re evaluating new investments or deciding on follow-on funding, our GTM due diligence provides the operational insights that financial metrics can’t reveal. We assess revenue engine scalability, GTM leadership quality, and execution capability—intelligence that directly impacts investment decisions and valuation assumptions.
Why PE firms engage with us
Operators Who’ve Built What You’re Buying
We’ve founded companies, scaled through IPOs, and navigated successful exits. When we assess a portfolio company’s GTM health, we’re evaluating it through the lens of operators who’ve built valuable businesses, not consultants who theorize about them.
Investment Team Credibility
Investment partners trust our assessments because we speak their language and understand their pressures. Our due diligence reports and portfolio company evaluations provide the clear, actionable insights you need to make informed investment and support decisions.
Portfolio-Scale Experience
With varied experience across the team, we understand the patterns that create value and the execution gaps that destroy it. We’ve seen what works across different markets, company stages, and growth trajectories.
Proven Exit Value Creation
We’ve been through the exit process multiple times and know exactly what buyers look for in GTM operations. Our exit preparation work helps portfolio companies achieve premium valuations because their revenue engines can withstand rigorous buyer scrutiny.
Value Creation Focus, Not Just Problem-Solving
We don’t just fix what’s broken—we build systems that drive sustainable value creation. Our frameworks and processes are designed to create measurable improvements in ARR growth, sales efficiency, customer retention and operational scalability that directly impact fund returns.
How we engage
Flexible Partnership Models
Expert Days & Strategic Advisory
Quick-hit assessments and strategic guidance when you need rapid insights. Perfect for investment diligence, portfolio company health checks, or tactical problem-solving sessions.
Project-Based Implementations
Defined scope engagements to solve specific GTM challenges. Whether it’s a comprehensive audit, scaling program, or exit preparation, we deliver measurable outcomes on clear timelines.
Retained Value Creation Partnership
Ongoing support across your portfolio with dedicated resources. We become an extension of your value creation team, providing consistent GTM expertise and cross-portfolio knowledge sharing.
Integrated Value Creation Team
For firms without dedicated value creation resources, we can serve as your outsourced GTM function. We bring the operational expertise and portfolio management experience to drive consistent value creation across all your SaaS investments.
Cross-Portfolio Leverage
Regardless of engagement model, we facilitate knowledge sharing between portfolio companies, develop templated frameworks that scale across investments, and create CRO networks that accelerate learning and performance across your entire portfolio.
“What stood out most was their ability to deliver a detailed, strategic roadmap that addressed the most critical components of our go-to-market approach. They also helped us implement an operating model designed to support and scale with our ambitions.”
“D2L’s commitment to investing in our people was at the heart of this initiative. Strengthening our team’s selling skills was a key priority, and Zoe Davies played a pivotal role in this journey. She led engaging, informative, and job-relevant enablement sessions that empowered our teams and drove meaningful impact.”