Investor Support

Winning by Design’s Investor Support is a custom service for Venture Capital, Growth Equity, and Private Equity firms to strengthen their 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

FOR FUNDS

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

FOR PORTFOLIO COMPANIES

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

FOR FUNDS

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 PORTFOLIO COMPANIES

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

FOR FUNDS

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 PORTFOLIO COMPANIES

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.

CONTACT US