What it actually takes to ship a production AI agent in 2026
Beyond the demo. The five engineering disciplines that separate AI agents you put in front of customers from the ones that stay in dev forever.
Read the full post → Common Challenges
What we see in private equity.
The technology and process challenges that come up in nearly every engagement we run in this industry.
01
Stalled ARR growth post-investment
Growth plateaus a few quarters after close. Leadership cannot tell whether the constraint is people, process, pipeline, or systems — and decks keep showing the same hockey stick that does not arrive.
02
No forecasting confidence
CROs cannot see what is real in the pipeline, when it will close, or why deals are won and lost. That blocks data-backed value creation and surfaces ugly surprises in board reporting.
03
Disconnected GTM functions
Sales, marketing, IT, product, finance, and CS operate in silos. Scalability suffers — and the operating model that delivered the LOI does not survive contact with the post-close org chart.
04
Fragmented tech stacks across assets
Poorly integrated and architected systems across multiple portcos create data debt, slow integrations during roll-ups, and prevent fund-level reporting. Every new acquisition introduces another snowflake.
05
Multiple systems of record from roll-ups
Vertical SaaS roll-ups inherit three or four CRMs, two ERPs, and a half-dozen marketing automation platforms. Without a source-of-truth strategy, board reporting becomes spreadsheet archaeology.
06
Exit readiness delays
Low visibility, weak reporting, and inconsistent execution stall exit timelines. Diligence drags on, valuation suffers, and the sponsor either accepts a lower multiple or extends the hold.
How We Help
What we deliver for private equity firms.
RevOps as a service for portfolio companies
A team of operators, strategists, and architects that embed directly into portcos to build scalable revenue infrastructure. Pipeline visibility, forecasting, attribution, and CRM standardization done by people who have done it before — not consultants handing over strategy decks.
GTM engineering deployments
Specialized GTM teams focused on full-funnel demand, sales, retention, and expansion velocity. We install proven plays to modernize revenue motions and unlock measurable commercial impact in the first 90 days of deployment.
Salesforce & HubSpot standardization across the portfolio
Repeatable Salesforce and HubSpot rollout patterns that scale across multiple assets, with standardized dashboards, RevTech frameworks, and playbooks that compound value over the hold period.
Gong, Chili Piper, and revenue tech stack deployments
Implement and integrate the conversation intelligence, lead routing, and pipeline visibility tools that drive forecasting accuracy and win rates. See our dedicated Gong and Chili Piper practices for detail.
Fund-level dashboards and reporting infrastructure
Standardized KPIs, live forecasting dashboards, and CRM data built for board reporting and exit diligence. Connect HubSpot, Salesforce, Gong, and Clay across assets for unified portfolio visibility.
100-day plans, CRM consolidation, and pipeline rebuilds
Post-close operating-model work that actually gets implemented. Pipeline rebuilds, CRM consolidations, segment redefinitions, and territory restructures shipped inside the hold-period clock.
Regulatory & Compliance Matters
What we navigate in private equity.
Compliance is not a separate workstream — it is embedded in every workflow we deliver. The major frameworks we work within:
Data security & SOC 2 readiness
CRM and revenue infrastructure built with the audit trails and access controls that mature buyers and SOC 2 auditors expect.
Quality of earnings prep
Revenue recognition, ARR calculation, churn definition, and pipeline reporting that survives QoE scrutiny in a sale process.
Customer data privacy
GDPR, CCPA, and customer data residency considerations baked into CRM and marketing automation rollouts from day one.
Add-on acquisition data integration
Repeatable patterns for integrating acquired companies CRM, marketing, and customer data into the platform portco — without breaking compliance commitments.
Signature Service Categories
The major private equity practices our team runs.
Each category represents a deep specialization with dedicated playbooks, accelerators, and experienced practitioners.
01
RevOps as a Service
Embed a team of seasoned operators into a portco to build scalable revenue infrastructure across strategy, process, organization, reporting, and technology.
02
GTM Engineering
Full-funnel demand, sales, retention, and expansion velocity work — installed by GTM engineers, not advised by consultants.
03
Salesforce / HubSpot Deployments
Standardized CRM rollouts across multiple portcos, with repeatable patterns for data architecture, pipeline modeling, and integration.
04
Revenue Tech Stack Integration
Implement, integrate, and operationalize Gong, Chili Piper, Clay, DealHub, Demandbase, Crossbeam, and the rest of the modern revenue tech stack.
05
Exit Readiness & Data Infrastructure
KPI standardization, historical data reconstruction, board-ready dashboards, and the reporting layer that strategic and financial buyers expect in diligence.
06
Fund-Level Reporting
Connected dashboards and KPI frameworks that give value creation teams unified visibility across the portfolio.
Platforms & Tools
The technology stack we typically deploy here.
Salesforce Sales Cloud
HubSpot Sales Hub & Marketing Hub
Gong
Chili Piper
Clay
DealHub
Demandbase
Crossbeam
Snowflake
Tableau / Looker
Salesforce Agentforce
Anthropic Claude
Recent Engagements
Real work for private equity clients.
A few examples of how these capabilities show up in practice — drawn from recent and active engagements (client names anonymized where appropriate).
01
Post-close RevOps deployment for a $40M ARR SaaS portco
Embedded a four-person RevOps team into a recent PE acquisition. Rebuilt the pipeline data model, standardized segment definitions, deployed Gong + Chili Piper, and shipped a board-ready forecasting dashboard in 90 days. Pipeline visibility improved 42%; forecast variance dropped from ±28% to ±9%.
02
CRM consolidation across a vertical SaaS roll-up
Consolidated four legacy CRMs from acquired companies into a single Salesforce instance with unified account hierarchies, deduplicated contacts, and a clean revenue model. Completed in 11 weeks with zero downtime to sales operations.
03
Exit-readiness data project for a sponsor
Built the data infrastructure and reporting layer needed for a strategic sale process. Standardized KPIs, historical pipeline reconstruction, cohort retention analysis, and a buyer-ready data room. The asset went to LOI 6 weeks faster than the prior comparable process.
04
Portfolio-wide GTM standardization for a fund
Deployed standardized RevOps frameworks, dashboards, and playbooks across five portfolio companies in the same fund. Sponsor now has fund-level visibility into pipeline coverage, forecast accuracy, and rep productivity — without each portco running a custom build.
05
AI-powered pipeline review automation for a B2B SaaS portco
Built a Claude-powered agent that pre-summarizes every deal in the pipeline for weekly sales leadership review — flagging deals with adoption risk, missing close criteria, or stalled commercial conversations. Saved the CRO 6 hours per week of manual pipeline scrub and improved win-rate predictability.
How Clients Engage Us
Four ways to work with us on private equity initiatives.
From short diagnostics to fractional leadership, every engagement model is designed around the client's stage and needs.
Model 01
100-Day Operational Sprint
Post-close embedded engagement to install pipeline visibility, forecasting infrastructure, and CRM standardization in the first 100 days of ownership.
Model 02
Embedded RevOps Team
A team of operators, architects, and engineers embedded into the portco for the duration of the value-creation roadmap — typically 6-18 months.
Model 03
Portfolio-Wide Deployments
Standardized RevOps and revenue tech rollouts across multiple assets in the same fund, with compounding leverage as the playbook matures.
Model 04
Exit Diligence Support
Pre-sale data infrastructure and reporting projects sized to the diligence timeline. Typically 8-16 weeks.
Featured Insight
Insight & analysis from our private equity team.
Practitioner-level analysis from the consultants delivering the work.
AI Implementation
What it actually takes to ship a production AI agent in 2026
AI Implementation
Our Capabilities
How we help private equity clients.
Systems Integration
Connect the systems that run your business — CRM, ERP, billing, data, AI, analytics — into one cohesive architecture.
Learn more →Custom Development
Custom applications, platform extensions, integrations, and engineered solutions built when off-the-shelf software won't fit.
Learn more →AI & Technology Consulting
Strategic guidance from certified architects plus production AI deployments. System selection, roadmaps, audits, Agentforce, custom agents, and AI strategy — all under one practice.
Learn more →Revenue Operations
Align marketing, sales, and customer success into one revenue engine. Process, forecasting, attribution, and tech-stack optimization.
Learn more → More Industries
Sectors we also serve.
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