For VCs & Private Equity

Protect and accelerate your portfolio returns.

We embed fractional revenue operators into your Series A, B, and growth-stage portfolio companies to fix broken go-to-market — using AI agents to diagnose, then operators to execute. Ninety days from intake to a measurably better revenue engine.

The portfolio revenue problem

Why returns leak between term sheet and exit.

Three patterns show up in nearly every Series A and B portfolio. None of them are about the product. All of them are about how revenue gets manufactured.

01 · Founders

Brilliant founders, broken GTM.

Most Series A and B founders excel at product but struggle with sales execution — leaving revenue on the table quarter after quarter while the burn rate compounds.

02 · Pipeline

Cash burn on weak pipeline.

Portfolio companies miss growth targets because their qualification, cadence, and forecasting are unreliable — so the next round is raised on hope, not signal.

03 · Visibility

No visibility for the fund.

Without standardized GTM diagnostics, partners can't compare revenue health across portcos or intervene early — bad news always arrives one board meeting too late.

How we work

Diagnostics plus execution.

Ninety days, three phases. AI agents do the listening and the hygiene. A fractional operator does the rebuilding. Sales leadership keeps the relationships and gets a clean forecast back.

01
Days 1–30 · Evaluate

Listen at scale.

AI agents record and analyze every sales call across the portco to surface where deals stall, where qualification is shallow, and where the process breaks under pressure.

Call corpus ingested SPEED-MC² leak map drawn Top three failure modes ranked
02
Days 31–60 · Fix

Operator on the ground.

An embedded fractional operator rebuilds qualification, cadence, and forecasting. Reps get coached on real deal data — not generic playbooks. The CRO keeps the team, gets back the rigor.

Qualification standard installed Forecast call rebuilt Reps coached on live deals
03
Days 61–90 · Automate

Compounding without bodies.

AI agents take over CRM hygiene, deal coaching, and pipeline reviews so sales leadership gets clean forecasting on autopilot. The system stays after we leave.

CRM hygiene automated Weekly review on rails Forecast accuracy locked
What this means for your fund

Four things change at the fund level.

This is not founder coaching. It is a portfolio-grade revenue intervention designed to give partners the same signal across companies — and the same lever to pull when one slips.

Visibility

Portfolio-wide GTM scoring.

Standardized GTM health scoring across every portco you choose to engage — so the same dashboard tells you which company is on track and which is quietly off.

De-risk

Cleaner follow-on rounds.

Portcos hit revenue targets, get better valuations, and raise the next round on cleaner metrics — not just a stronger story.

Fit

No internal competition.

We complement — not replace — your operating partners and platform team. We do the field work they don't have the cycles for, and hand the system back when we leave.

Speed

Impact in 90 days.

Measurable change in one quarter, not eighteen months. The next board meeting after we start should already look different.

Results across portfolio engagements

What changes in 90 days.

Composite results from anonymized Series B SaaS engagements. Each metric is the median lift across portcos that completed the full ninety-day program.

Win rate
17% 32%

+88% uplift on stage-3 to closed-won. Reps stop chasing deals that were never qualified and start finishing the ones that were.

+88%
Conversion
90d
Time to lift
Pipeline generated
€2.1M €3.6M

+71% uplift per quarter. Cleaner ICP, sharper outbound cadence, qualification that filters before pipeline gets recorded.

+71%
Pipeline
€1.5M
Net add
Activity per rep
42 89

+112% uplift per rep per week. Not because reps work more hours — because AI agents take CRM hygiene off their desk.

+112%
Activities
−6h
Admin / wk
Net revenue retention
94% 118%

+24 points. The same discipline applied to expansion: forecast the renewal, qualify the upsell, install the QBR motion.

+24pt
NRR
3.2×
Expansion

— Composite results from anonymized Series B SaaS engagements —

Engagement model

How fund partnerships work.

Two ways to start. Most funds begin with a pilot — one company, ninety days, fixed scope — and expand into a portfolio program once they have a benchmark to compare against.

Pilot engagement

One portco. Ninety days.
Fixed scope.

Ideal for funds new to ValueOrbit. We pick the portco together — usually the one where the next board is going to be uncomfortable. Diagnostic in thirty days, fix in sixty, automation in ninety.

  • One Series A/B/growth portco
  • SPEED-MC² leak map delivered to the partner
  • Embedded fractional operator on site
  • AI agents installed on the CRM & conversation stack
  • Quarterly readout to the fund partner
Start a pilot
Portfolio program

Three to five portcos.
Standing engagement.

For funds running active value creation across the book. Bulk pricing, shared playbooks, and quarterly fund-level reviews so partners see the entire portfolio's GTM health on one page.

  • 3–5 portcos engaged in parallel
  • Cross-portco GTM benchmarking
  • Quarterly fund-level review with partners
  • Shared playbooks & AI agent library
  • Bulk pricing & dedicated lead operator
Design a program
Next step · One portco · Ninety days

Let's run a diagnostic on one of your portcos.

Pick one company. Give us ninety days. See the impact at the next board meeting. If the leak map is wrong or the program isn't right for the fund, you keep the diagnostic — at no cost — and we part as friends.