Early Stage Growth Portfolio

Engaged as full-time consultant to help two portfolio companies create go to market strategy and revenue side scaling in preparation for capital raise.

Both companies deliver technology and service in the physical CX and facilities management arenas.

• Designed Customer Lifecycle System incl: Demand Gen, Sales Process, Customer Touchpoints System in preparation for PE involvement.

  • Implementation of key metrics like Sales Activity, Pipeline metrics, Deal Metrics

  • Customer Sat / Net Promoter Scores;

• Provided direct business development opportunities and engaged in sales process.

• Developed differentiated messaging and positioning for brand and offering in competitive space. Also, worked with head of marketing on implementation of demand gen and retargeting technologies.

• Provided capital raise contact with expertise and familiarity in space. Also provided contacts for advisory/ support on capital raise.

Both companies are performing ahead of schedule and are attaining key targets.