Impact
Where strategy meets execution — and results follow
We don’t tell stories. We show outcomes.
From scaling product firms to transforming portfolio companies and helping services firms win big — our work is measured in real, lasting impact.
Proven Results & Frameworks
- $10M+ Value unlocked in 20 months for PE portfolio through operational execution
- 14-Week Growth Sherpa Model proven across industries
- Global Scaling: Offshore + Onshore execution models deployed seamlessly
- AI Advantage: Practical adoption across portfolio and product teams
Impact Journey
Scaling Beyond Founder-led Growth
Transforming a Product Firm from Founder-Driven to Scalable Growth
The Challenge
A SaaS product firm had grown quickly under its founder’s energy, but scaling stalled. Customer success was reactive, client opportunities untapped, and leadership bandwidth stretched thin.
The Approach
We stepped in to build a scalable operating system for growth:
- Designed and implemented a Daily Operating System across the enterprise
- Created a unique KPI that aligned every function to one metric driving ARR
- Optimized the sales funnel and close techniques for large enterprise clients
- Redesigned customer success for proactive engagement and retention
- Installed program management discipline to align product, sales, and delivery
The Outcome
Within six months, ARR 2X, churn dropped by 18%, customer satisfaction rose, and the firm unlocked capacity to pursue new markets. The founder could finally step out of firefighting and focus on strategy, while the business ran on a system—not just hustle.
Private Equity – Unlocking Portfolio Growth
Driving Growth Across a PE Portfolio in Just 14 Weeks
The Challenge
A mid-sized PE firm had ambitious growth targets but lacked a repeatable playbook for execution across its portfolio. Each portfolio company was reinventing the wheel — slow product releases, Project overruns, scattered priorities, and little operational leverage.
The Approach
We deployed the Growth Sherpa Model — a 14-week execution framework designed to instill discipline, clarity, and measurable accountability across portfolio companies. This included:
- Designing and launching a Global Capability center in India. Converging all external tech spend
- Driving Agile Way of Working across Portfolio companies to reduce Time to market
- Aligning leadership teams around high-impact growth levers.
- Installing simple but powerful operating rhythms.
- Coaching portfolio leaders on execution-first thinking.
The Outcome
Within 14 weeks, EBITDA growth levers were identified and acted on, reducing wasted effort and unlocking margin improvement. Within 12 months Product velocity across firms incfeased by 25%. For the PE firm, this became a repeatable execution model they could use across multiple investments, giving them a competitive edge beyond just capital. Today its a standard Playbook for the PE firm growth for all new acquisitions.
Tech Services – Winning Against the Giants
Helping a Challenger Services Firm Win Against Accenture & Infosys
The Challenge
A SaaS product firm had grown quickly under its founder’s energy, but scaling stalled. Customer success was reactive, Client opportunities untapped, and leadership bandwidth stretched thin.
The Approach
Drawing on deep experience from inside the large integrators, we reshaped the firm’s go-to-market playbook:
- Drove the creation of a “Prototype Offering” rather than just a slide pack based sales approach
- Designed a new narrative for the offering purpose fit to client needs. ( story telling was sub optimal)
- Redefined value propositions to highlight differentiation
- Created a new unique pricing model disruptive to the competitors but favorable to the new entrant
- Trained leadership to “sell like the giants, deliver with agility.”
The Outcome
The firm closed two multi-million-dollar enterprise accounts it had been chasing for years. More importantly, it gained a repeatable model for winning bigger deals — without diluting its entrepreneurial DNA.
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