Advisory

Advisory for Companies Scaling to $100M+ ARR

We provide comprehensive advisory services across all critical areas needed to scale your business. Our team brings decades of experience in building and scaling successful SaaS businesses, with a proven track record of helping companies achieve extraordinary outcomes.

GTM Advisory / Fractional Sales

•Sales process design & funnel health assessment

•Outbound playbook development for lookalike customers

•Pricing strategy for customer lifecycle continuity

•Modern sales stack architecture (built to scale to $100M+)

•Repeatable hiring frameworks for AEs, CSMs, SDRs

•Candidate sourcing, interviewing & calibration

•Coaching & mentorship for early GTM hires

•Executive coaching on deal management & closing

•Compensation plan design for sales & success teams

•Introductions to top GTM talent & potential customers

Finance & RevOps

•Cap table management & equity structures

•Operating model development (P&L, burn, headcount)

•Vendor negotiations to optimize OpEx

•HR infrastructure (HRIS, compliance, benefits)

•Compensation benchmarking & leveling (cash/equity)

•Full-stack recruiting support across all functions

•SOC2/GDPR/ISO27001 compliance guidance

•Legal templates (MSAs, sales contracts)

•Fundraising support & investor introductions

•Strategic planning & OKR implementation

GTM Engineering

•Custom GTM + AI stack (Clay, RB2B, etc.)

•Automated lead scoring with behavioral signals

•Inbound-to-outbound campaign orchestration

•Personalization at scale for outbound efforts

•CRM data cleaning, enrichment & normalization

•Sales enablement flows & workflow automation

•Deliverability consulting & email optimization

•Custom data engineering for growth analytics

•RevOps automation for marketing/sales integration

•Fully automated outbound research systems

Testimonials

What Companies Are Saying

Hear from the founders and leaders we've helped scale their businesses.

Thanks for being one of our biggest supporters 🙏

Rachit Kataria

Co-Founder, Centralize (YC W24)

Thank you for your ongoing support Cailen! You've been so so helpful :)

Marty Kausas

Co-Founder & CEO, Pylon

Thx for the day 1 support 🙏 🙏 🙏

Anish Dhar

Cofounder & CEO, Cortex