The biggest unbenchmarked line in GTM spend is also a growth lever. We turn it into both.
Presales, FDE, services, TAM, customer success and support are rarely measured as one budget. We take the efficiency out without touching growth, fund AI reinvestment from the savings, and leave the company with a technical field that raises net retention into the exit.
This page is for you if you are an operating partner or deal partner at a private equity firm with software companies in the portfolio. Looking for venture?
What is at stake
EBITDA, services margin, support cost as a percent of revenue, NDR at exit. The technical field carries all of them, and in most value creation plans it is a headcount line, not a lever.
Agents plus people
Agents take the repeatable work in every function: first-tier support, deployment runbooks, value reporting, QBR prep. That is where the headcount efficiency comes from, and it is the same change that improves the customer's experience.
How we help
- Technical field diligence. A two-week read on a target or portfolio company with the efficiency that can be taken out and the growth metrics that must be protected.
- A 90-day efficiency plan. Restructure, package, and reprice services and support; define paid and unpaid FDE work; fund AI reinvestment from the savings.
- Portfolio operating reviews. One lifecycle and value method across companies, so partners compare like with like.
- Interim and embedded leadership. An SVP-level operator for one to two quarters to run the change and hand it over.
Results
Resources for you
The technical field scorecard with a cost-per-function benchmark and the efficiency playbook.
First release coming soon. Leave your email to get it when it ships.