VC & PE Operating Partners

    Turn portfolio potential into proven pipeline.

    Scalable GTM support that helps your portfolio companies hit their next milestone — without adding to your plate.

    Portfolio Snapshot
    Seed
    +38%
    Srs A
    +72%
    Srs B
    +24%
    Srs C
    +51%
    PE
    +19%
    PE+
    +33%
    Pipeline · CAC · ConversionBoard-ready
    The Reality You're Managing

    One operator. Dozens of companies. Finite hours.

    VC and PE firms don't invest in ideas — they invest in outcomes. As companies scale, expectations rise faster than systems, teams, and processes.

    Aggressive growth targets tied to funding milestones or value-creation plans
    Limited visibility into what's truly driving — or stalling — revenue
    Portfolio companies at different stages, each requiring a different GTM approach
    Founders and leadership teams stretched thin, executing without enough structure
    Board-level scrutiny on pipeline quality, CAC, and predictability
    What you need

    A trusted partner who moves fast across your portfolio, speaks investor and boardroom language, and makes both you and your founders look brilliant with results.

    We've Been in Your Shoes

    We've been in the boardroom. We know what's on the line.

    Our experience comes from operating inside the type of companies you back — defending pipeline assumptions and CAC under pressure, aligning marketing and sales around shared revenue outcomes, and driving growth without over-hiring.

    Early-stage

    Companies pushing toward the next funding round.

    VC-backed

    Teams working to prove repeatable, scalable GTM motion.

    PE-backed

    Organizations expected to deliver results that stand up under investor scrutiny.

    The 3rd + Taylor Approach

    Reduce risk and accelerate growth — at the same time.

    Diagnose GTM breakdowns early
    Before they become board-level problems.
    Prioritize highest-impact initiatives
    Focused on revenue and valuation outcomes.
    Increase execution velocity
    Without adding permanent headcount.
    Proven Frameworks. Every Stage.

    From pre-investment to exit readiness.

    We deliver GTM expertise that scales across your entire portfolio.

    1

    Pre-Investment / Due Diligence

    Uncover growth reality before capital is deployed.

    • Pressure-testing GTM assumptions, positioning, and ICP clarity
    • Separating real demand signal from optimistic pipeline narratives
    • Evaluating CAC, channel scalability, and execution readiness
    • Identifying hidden growth levers and potential red flags
    Outcome

    Stronger conviction going into the deal. Fewer surprises post-close.

    Learn About Our Revenue Growth Audit
    2

    Post-Close Kickstart (First 90 Days)

    Fast-start programs that deliver early wins while building long-term scalability.

    • Establish or reset GTM fundamentals
    • Translate board-level goals into executable plans
    • Accelerate revenue without over-hiring
    • Create visibility and accountability around growth metrics
    Outcome

    In-market campaign systems with 100-day milestones, owner accountability, and board-ready reporting.

    Learn About Campaign Engine
    3

    Portfolio GTM & Growth Acceleration

    Scale what works. Fix what doesn't.

    • Diagnose where growth is breaking down across the funnel
    • Re-align marketing and sales around shared revenue outcomes
    • Prioritize the highest-impact initiatives across channels
    • Increase execution velocity without adding permanent headcount
    Outcome

    Cleaner pipeline, improved predictability, and sustained growth momentum.

    Learn About Momentum Teams
    4

    Fractional Growth Leadership

    CMO-level leadership without the $300K+ salary and equity package.

    • Strategic oversight and accountability for all marketing efforts
    • Weekly participation in exec and leadership meetings
    • Team mentorship and capability building
    • Investor and board presentation prep and delivery
    Outcome

    Immediate leadership, faster progress, and a stronger foundation for scale.

    Not sure which support model fits your immediate priority?

    Schedule a Portfolio Discussion
    Results Delivered

    We don't just talk strategy. We prove impact.

    PE-Backed B2B SaaS
    426%

    increase in qualified demo bookings in 30 days

    PE-Backed FI MarTech
    $15M

    marketing-sourced revenue (17% YoY increase)

    YC-Backed AI Voice
    6x

    return on ad spend, top global enterprise wins

    Our Client Mix

    Who we work with.

    We work with companies facing your exact pressures every day. We know the metrics that matter. We know your timelines. And we move fast without sacrificing quality.

    VC-backed
    Seed through Series C
    60%
    PE-backed
    Focused on value creation
    20%
    Bootstrapped
    Capital efficiency, fast ROI
    20%
    How We Work With Your Portfolio

    Seamless integration. Minimal overhead. Maximum impact.

    1
    Portfolio Assessment

    We meet to understand your portfolio composition, priority companies, and specific challenges. You set the agenda — we execute.

    2
    Company Triage

    For priority portcos, we conduct rapid assessments using existing materials and stakeholder calls to recommend the right engagement type.

    3
    Founder Intro & Onboarding

    You make warm intros. We handle founder calls, scope alignment, and kickoff — respectful of time, focused on quick wins.

    4
    Execution & Reporting

    Monthly portfolio summaries, quarterly strategy reviews, and real-time alerts when we spot risks or opportunities.

    5
    Scale What Works

    As results prove out, we expand across the portfolio using proven playbooks — so each new engagement doesn't start from scratch.

    Who This Works Best For

    The right fit for your firm.

    Built for operating partners
    Operating partner, platform team member, or growth advisor at a VC or PE firm
    Portfolio companies are B2B tech (SaaS, FinTech, MedTech, AI-native, Industrial Tech)
    Managing 10–50+ companies across stages
    Focused on the U.S. market or supporting international companies expanding into the U.S.
    Need scalable marketing support without hand-holding
    Want a partner who understands startup economics and PE value creation timelines
    Tired of agencies that overpromise and underdeliver
    FAQs

    Answers for operating partners.

    Let's Talk

    Ready to scale portfolio growth without scaling your workload?

    Let's discuss your portfolio — who needs help, what stage they're at, and how we can deliver results without creating more work for you.

    Not sure where to start? Try a Free GTM Scan