Investor Support

Winning by Design’s Investor Support is a custom service for Venture Capital, Growth Equity, and Private Equity firms. The purpose and goals are to strengthen go-to-market support for portfolio companies, differentiate themselves in a crowded market, and assist in pre-and post-investment diligence and assessment. For a partial list of the current investors that we work with, see here.

Our Investor Support services can complement or supplement a go-to-market focused operating partner or program.

Venture Capital


We provide educational programs and content for portfolio companies, to help you educate and elevate the entire portfolio. Typical programs include:

  • Educational programs such as workshops, meetups, webinars, and podcasts
  • Custom, co-branded courses and books
  • Diagnostic intake for every new company
  • Ongoing office hours


We help venture-backed companies reach Go-To-Market fit faster and accelerate their growth. Typical engagements include:

  • Making the transition from founder-led sales to professional sales
  • Defining the ideal customer profile and persona-based messaging
  • Creating the company’s first Sales and Customer Success Playbooks and revenue operating model
Growth Equity


We provide co-branded and customized courses as a scalable, consistent way to accelerate growth across your portfolio, including:

    • Frontline manager program on how to facilitate a coaching culture across revenue teams
    • How to create a sales playbook, customer success playbook, and persona-based messaging
    • Courses for developing fundamental skills necessary for success for individual contributors across the portfolio (SDRs, AEs, and CSMs)


For high-growth and expansion stage companies we help with rapid and predictable growth and optimize go-to-market efficiency by:

  • Creating a custom new hire onboarding program and in-house training academy to help scale the team quickly
  • Helping the company go up or down-market or to launch new products
  • Creating organizational design and process/playbook designs for different market segments (low-touch, high-touch, etc.)
Private Equity


We provide pre-investment due diligence services and post-investment operational support:

  • Expert assessment of the go-to-market capabilities of an investment target, or analysis to quantify the potential value of revenue improvements in a business
  • 100-day plan for how to execute on top-line revenue improvements for a new investment
  • Portfolio Days for portfolio leadership / CEOs, with workshops…


For private equity-owned companies, we diagnose growth opportunities and accelerate sustainable growth:

    • Identify opportunities for top-line growth, along with a 100-day plan to execute
    • Evaluate and optimize the organizational design
    • Evaluate and optimize sales and customer success process and playbook
    • Create a data and growth model to better predict growth
    • Guide selection and implementation of relevant sales tools and tech stack

Get started!

Get in touch to discuss bringing Winning by Design blueprints, training, and coaching to your portfolio.