Value Creation That Scales Across Your Portfolio
Partner with Winning by Design to unlock value across your SaaS and recurring-revenue investments—through systematic GTM diagnosis, operating model design, and capability activation that drives enduring performance.
Trusted by Growth-Driven Private Capital Teams
Why Portfolio Growth Becomes Hard to Predict
When the GTM isn’t systemized, portfolio performance
becomes unpredictable.
Growth Depends on the Operator, Not the System
Portfolio performance varies wildly because each company runs GTM differently. When growth relies on individual heroics instead of a repeatable system, value creation becomes inconsistent—and impossible to scale across the portfolio.
No Clear Signal on Where Value Is Leaking
Boards sense something is off, but can’t pinpoint whether the issue is pipeline quality, sales execution, onboarding, or retention. Without a shared diagnostic or benchmark, capital and operating effort get misallocated.
GTM Changes Stall After the First 90 Days
Portfolio companies agree with the strategy—but execution fades once advisors leave. Without embedded operating models and tailored guidance, GTM transformations fail to compound and expected value never materializes.
Board Conversations Turn Into Forecast Debates
Leadership teams bring different numbers, assumptions, and narratives to the table. Instead of confident growth planning, meetings devolve into reconciling metrics—eroding trust and slowing decisive action.
The Right Support, at the Right Point In the Value-Creation Cycle
We partner with private equity, growth equity, and venture firms to address the portfolio challenges you’re seeing today. Our role is to bring clarity at critical moments—using diagnostic rigor and proven GTM models to help portfolio companies move from uncertainty to predictable execution.
Companies Helped Worldwide
Rated Sales Consulting Firm on G2
Rated Sales & CS Training Firm on G2
Three Ways to Accelerate Value Creation Across Your Portfolio
Winning by Design helps PE and VC firms install repeatable GTM systems that reduce execution risk and drive consistent growth across portfolio companies.
Diagnose. Design. Deploy.
A systematic approach to portfolio value creation
Winning by Design helps private capital firms accelerate value creation by installing repeatable go-to-market systems inside portfolio companies. Our approach follows a disciplined sequence—bringing clarity first, then structure, then execution—so growth becomes predictable, not dependent on individual operators.
How it works:
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Diagnose GTM performance to identify where value is created—or leaking
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Design standardized GTM models that align data, teams, and motions
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Deploy tools, playbooks, and enablement to turn strategy into execution
The result is a shared growth language across the portfolio, faster correction cycles, and greater confidence in forward-looking outcomes.
Training Services
Build durable GTM capability across portfolio companies
Lasting value creation requires more than frameworks—it requires people who know how to apply them. Our training programs equip GTM leaders and teams with a shared methodology, practical skills, and a common operating language that scales across roles and companies.
Training reinforces portfolio initiatives while reducing reliance on external support.
What this enables:
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Faster onboarding and ramp for new hires
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Consistent execution across sales, marketing, and customer success
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A common GTM foundation across the portfolio
The Science of Revenue, Proven in Practice
Our frameworks drive repeatable results across sales, success, and revenue operations—validated through customer performance data and real-world outcomes.
Decrease in length of sales cycle
Increase in wins
Increase in ARR year over year
Increase in close rate
Trusted by Industry-Leading GTM Teams
Frequently Asked Questions
How does Winning by Design work with PE and VC firms?
We partner with private equity and venture firms to strengthen go-to-market execution across portfolio companies. Our work typically spans diagnostics to identify growth constraints, GTM system design to standardize execution, and deployment through tools, playbooks, and training.
When does it make sense to engage Winning by Design?
Most firms engage us during moments of heightened risk or opportunity, such as:
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Early post-acquisition value creation planning
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Growth slowdowns or missed forecasts
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Go-to-market resets (new ICP, pricing, motion, or segment)
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Board pressure to improve predictability and efficiency
How is this different from traditional operating partners or consultants?
We don’t rely on opinion, templates, or one-off recommendations. Our work is grounded in standardized GTM diagnostics, proven operating models, and repeatable systems that scale across teams and portfolio companies. We focus on installing capability—not just advising.
What types of portfolio companies is this best suited for?
Our approach is purpose-built for B2B, SaaS, and recurring-revenue businesses, typically from early growth through enterprise scale. It is especially effective where growth depends on coordinated execution across sales, marketing, and customer success.
How do you ensure GTM changes actually stick?
Beyond diagnosis and design, we stay through activation. Deployment includes practical tools, playbooks, training, and—where needed—ongoing Impact Assurance to reinforce adoption, track impact, and course-correct over time.
Do you offer portfolio-wide programs or company-by-company engagements?
Both. Some firms engage us across multiple portfolio companies using a shared framework, while others start with a single company and expand once impact is proven. Our models are designed to scale across portfolios without forcing uniform execution where it doesn’t fit.
How do you measure success?
Success is measured through leading and lagging indicators tied to go-to-market performance—such as conversion, velocity, retention, expansion, and time-to-value—along with improved forecast confidence and alignment at the leadership and board level.
Bring Predictability to
Portfolio Growth
If you’re looking to reduce execution risk and create more consistent outcomes across your portfolio, we can help. Let’s start with a focused conversation about where growth is breaking down — and what it would take to make it repeatable.
Talk with a GTM expert about your GTM growth
We’ll help you understand what’s blocking predictable revenue and recommend the best path forward for your team.
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Get clarity on the root causes slowing your growth
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Understand which GTM improvements will deliver the biggest impact
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Explore pricing, timelines, and the right engagement for your goals
