Situation
OneStream is a financial management software company serving enterprise and commercial markets, with over 600 employees and ~$500M in ARR. As the company approached its IPO, leadership needed to ensure its go-to-market model could support public-market expectations.
Pain
Despite strong growth, the GTM organization lacked full alignment across teams and systems. Processes were not optimized for sustainable, scalable growth, and limited visibility into performance made it difficult to identify and address issues early—especially given long enterprise sales cycles. As IPO pressure mounted, leadership needed a clearer, more unified revenue model.
Impact
Winning by Design partnered with OneStream to strengthen the foundation of its revenue model ahead of IPO. By aligning GTM teams, improving visibility into performance, and focusing on sustainable growth mechanics, the company entered its IPO with greater confidence and clarity.
The results were reflected in strong pre-IPO performance, increased enterprise expansion, and a successful market debut—positioning OneStream to operate as a disciplined, scalable public company.
By working with WbD, we were able to get crucial guidance on the sustainability of our growth model as we accelerated into IPO. We’re now well prepared for sustainable growth as a post-IPO company.
Chris Nixon
Head of GTM & Customer Finance
CUSTOMER
OneStream
INDUSTRY
FinTech
SIZE
Enterprise
FOCUS AREA
Sales
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