Portfolio Services

À la carte operator expertise for early stage B2B technology companies. Pick the areas where you need help most.

Embedded Operator Expertise Without the Overhead

You don't need a full-time CMO, VP of Sales, or Head of Customer Success. You need specific GTM capabilities delivered by operators who've done it before—and who know how to leverage AI to work faster.

Whether you need help defining your ICP, building a sales playbook, designing a customer success program, or launching a partner channel, we embed with your team to design, build, and implement—then hand it off for you to run.

Service Areas

Marketing

ICP, Messaging, Demand Gen

Build scalable marketing engines from positioning to pipeline generation

Sales

Process, Playbooks, Pipeline

Create repeatable sales motions that drive predictable revenue growth

Customer Success

Adoption, Retention, Expansion

Drive customer adoption, retention, and net revenue retention

Channels & Partnerships

Structure, Priority, Metrics

Design and scale partner programs that drive incremental revenue

How It Works

1. Scope
Pick the areas where you need help (à la carte)

2. Embed
We work alongside your team to design and build

3. Deliver
You get working systems, playbooks, and processes

4. Handoff
We train your team to run it independently

Every Engagement Is AI-First

We don't just build processes—we build AI-enhanced processes that amplify productivity and drive better outcomes. From AI-powered lead scoring to automated QBR generation, every deliverable includes AI leverage.

Engagement Model

Format: Project-based or retainer

Choose specific projects or ongoing support across multiple areas

Who This Is For

Portfolio companies that need specific GTM capabilities built but don't need full-time leadership hires

Ready to build specific GTM capabilities without the overhead?