The plan assumes growth. This is where you build it.

Every value-creation plan prices in revenue that the deal team underwrote and nobody has yet produced. Closing that gap is operating work, not a slogan, and it runs through the selling system: process, leadership, talent, and AI leverage. These are the playbooks and briefings we would give you if you called us first. Each one is written to be read in full, put in front of a board, and acted on this quarter.

Run the scorecard on a portco → Back to the PE briefing

Playbooks

The four conversations every portfolio eventually has about revenue.

We have sat through each of these more times than we can count, on the selling side and the buying side. Each is a standalone read of about eight minutes, with the questions to ask, the sequence that works, and what to put in the board deck.

Playbook 01

The first 100 days of a GTM value-creation plan

Baseline before you build. What to diagnose, what to fix fast, and what to refuse to touch in quarter one.

Read the playbook →

Playbook 02

Selecting a sales development partner for a portfolio company

Why portco selection is different, the six criteria that matter, and the red flags a deck will never show you.

Read the playbook →

Playbook 03

The portfolio sales tech stack

Six categories, one consolidation logic, and the question to ask before any portco buys another tool.

Read the playbook →

Playbook 04

AI and the portfolio revenue engine

Where AI moves revenue today, what to centralize at fund level, and what must stay inside each company.

Read the playbook →

Role briefings

Three people end up owning the revenue line. They need different things.

The operating partner carries it across a portfolio. The CEO carries it inside one company. The CRO carries it with roughly eighteen months of patience. Find your seat, and read the briefing written for it.

01 Operating partner Your edge is the playbook, not the hero. One diagnostic run everywhere, a vetted partner bench, leadership before training. Read the briefing → 02 Portfolio CEO The revenue line nobody de-risked. Founder gravity, process versus folklore, and the sequence that works. Read the briefing → 03 CRO / VP Sales Two quarters to prove the system. Audit the pipeline for truth, install one coaching cadence, define the process on one page. Read the briefing →

Free diagnostic · 5 minutes · no signup

Run the Sales Maturity Scorecard on a portfolio company

Seven dimensions, today versus the 12-month goal, with a gap analysis you can put in front of a board. Run it per company and compare.

The directory · 49 vetted providers

Browse providers that operate at portfolio scale

Every profile uses identical fields: methodology, pricing reality, team-size fit, verified reviews. Filter by what the company actually needs.

Who is behind this

We are not neutral. We are transparent.

This hub is written by two operators who sell into the market it covers. Carlos owns Performance Edge and the Sandler franchise in Miami. Steve owns Swanston Growth Advisors. Together we own Revenue Bench, and this site. Every appearance of those firms is labeled, the ranking method is published, and if a competitor fits your portfolio company better than we do, the directory will say so. That is the deal that makes the advice worth reading. How we keep it honest →

Carlos Garrido

Principal, Performance Edge. Two decades building sales systems for founder-led and private-equity-backed companies. Vistage Chair, Miami.

Steve Swanston

Principal, Swanston Growth Advisors. Assesses sales talent, diagnoses hiring and performance risk, and coaches sales leaders to high performance.

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