The LeanScale Portfolio Program

Board decks show the pipeline. We fix what’s under it.

LeanScale runs GTM operations inside venture and PE-backed companies: the CRM, the funnel data, the systems and the team that runs them. More than 350 investment firms back the companies we have run it for.

Firms behind our clients
350+
Go-to-markets run
100+
Practices
4
8VC9Yards CapitalAbstractAccelAlumni VenturesAmplify PartnersAndreessen HorowitzB CapitalBasis SetBessemer Venture PartnersBIP VenturesBlackstoneBoxGroupCanaan PartnersCisco InvestmentsCrosslink Capital

The firms behind the companies we run

A value creation team covers dozens of companies with a handful of people. GTM operations is where most of them stall.

One read for every companyConversion rate and time in stage at every step, from first touch to closed and on to expansion. The same method in every company, so the results compare.
A team, not a deckArchitects and engineers inside the CRM, building the fix. A flat monthly fee, so there are no hours to police.
The whole funnelRevenue, marketing, growth and financial operations, so one team owns the path from lead to cash.
For your firm

What the program gives your team.

Built for value creation and portfolio operations teams who need GTM help across many companies at once.

01

A diagnostic for any portfolio company

We read the funnel from the company’s own systems and hand the CEO a ranked list of fixes. No intake forms, no survey.

02

Sessions at your summits

A working session for your CEOs or revenue leaders on the two numbers GTM operations owns: conversion and cycle time.

03

One scorecard across the portfolio

With each company’s say-so, every diagnostic lands on the same scorecard, so your team can read the portfolio side by side.

04

A team when they are ready

When a company wants the work done, an embedded team runs it, from the CRM rebuild to the board-ready reporting.

05

A named partner at LeanScale

One person who knows your portfolio, keeps introductions moving and tells you plainly when a company is not a fit.

How it works

From introduction to a ranked list of fixes.

  1. 01You introduce a companyOr we meet the CEO at one of your events. Either way, the company decides whether to go ahead.
  2. 02We run the diagnosticFrom their CRM and marketing systems, not from interviews. Where a stage isn’t tracked, we say so instead of guessing.
  3. 03The CEO gets the readoutThe fixes, ranked by what they do to conversion and cycle time. Your team is in the room if the CEO wants it.
  4. 04They chooseFix it in-house with our playbooks, or bring in a LeanScale team. Either answer is a good outcome.
FAQ

Straight answers.

Do you name the companies you work with?

No. These pages name investors, never their portfolio companies. If you want a reference from a company you back, ask us and we will ask them.

Which companies is this for?

B2B companies from their first revenue team to growth stage, usually on Salesforce or HubSpot. The diagnostic tells both sides quickly whether there is real work to do.

How is this different from a consultancy?

Consultants leave a deck. Our teams run the systems: they build in the CRM, own the data and stay accountable for the numbers.

Our firm isn’t listed. Can we join?

Yes. The list is the firms behind companies we have already worked with, 54 of them with two or more. Book an intro and we will start with one of your companies.

The LeanScale Portfolio Program

Bring us the company you worry about most.

We will run the diagnostic, give the CEO the readout and tell you plainly what we found.