Grounded in Experience
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Revenue & Finance Operations
We build tools and methodologies within CRMs and systems to track and analyze the performance of your business’s core units—whether it's sales teams, product-led growth, or other drivers. Our data-driven strategies maximize revenue potential by aligning your sales, marketing, and customer success teams for optimal performance.
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Financial Planning & Analysis
We engineer precise forecasting, budgeting, and financial insights, while developing tools and methodologies to drive informed decision-making.
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Fractional CFO/COO Services
Access experienced leadership to guide your business through critical financial and operational decisions without the full-time overhead.
Revenue & Finance
Operations
Modeling and Budgeting
Order to Cash
Reporting
Revenue Schedule development and automation
Quoting Flow
Deal Tracking
KPIs/OKRs: Long-term vision
Tracking “Atomic Units”: Short-term focus
Annual and Quarterly Goal Setting and Deployment
Commissions/Comp Plans
Financial Planning & Analysis
Modeling and Budgeting
Top-down and bottom-up modeling for sales-led and product-led growth strategies
Real-time model integration with CRM systems for dynamic data synchronization.
Annual and Quarterly Goal Setting and Deployment
Collaborate with department heads to set growth-aligned goals and establish a progress tracking process.
Investor Communications & Board Deck Development
Additional Services
Go-To-Market (Sales & Marketing) Operations
Reporting & KPI Tracking
Deal Flow
Lead Flow
Internal Communication Flow e.g Win Reports, deal desk
Customer/Revenue Tracking
Customer KPIs and benchmarks
Deal KPIs and benchmarks
Revenue at Risk / Churn Modeling
Develop systems to identify customers, segments, or products at risk of churn or downgrading, enabling proactive strategies to retain and maximize value.
Atomic Unit Development
Discover and develop growth indicators relevant to your organization.
