PHASE 1 PREVIEW SESSION
A 45-minute read on operating maturity
You bring a portfolio company. A senior CS operator walks the operating items most often missing in low-maturity customer success organizations, and you leave knowing whether a Revenue Recovery engagement is worth pursuing.
We respond within 3 business days. We do not share your data.
WHAT IS IT
One portfolio company. Our Managing Director. 45 minutes.
A working session against one portfolio company you bring to the call. We walk the operating items most commonly missing or underbuilt in low-maturity Customer Success motions, and you get a directional sense of where the company sits on each.
WHAT YOU LEAVE WITH
Three things, by the end of the call
01
A directional read on operating maturity at one portfolio company.
02
Visibility into the top three items dragging on retention and expansion.
03
A clear answer on whether a Revenue Recovery engagement is justified.
WHAt TO BRING
No prep deck - We drive the structure
One portfolio company, one that is underperforming on retention and expansion
45 minutes, with the operating partner closest to the account or on your own
The questions you cant answer about why revenue is underperforming
Led by
Veronique Montreuil, Founder
A Chief Customer Officer who owned $350M to $1B in revenue across Semrush, Covetrus, Flexential, and INAP. The session runs on the same framework behind the Phase 1 diagnostic, not a junior associate reading off a checklist.
93-96%
GRR delivered
115%+
NRR achieved
10+ years
CCO & exec roles
WHO IS THIS FOR
Operating partners or CEOs holding the revenue question
Operating partners and portfolio CEOs at PE and growth-equity firms holding SaaS and X-aaS companies between $200M and $1B in ARR, where retention and NRR is compressing the exit multiple.
Not ready for a working session?
Book a 30-minute intro call instead. We cover our Revenue Recovery framework and where it applies across your portfolio.