Case study · PE-backed industrials platform
How a PE-backed industrials platform rebuilt digital demand, funnel conversion, pricing, RevOps, and AI workflows to beat its entire prior-year revenue in 3.5 months.
The situation
A strong platform late in its hold had a clear exit target, but organic growth had stalled. Digital demand was inefficient, qualified pipeline was thin, and the company needed more closed-won revenue to support the exit case. Marketing was being treated as a cost center, not an engine for enterprise value.
WHAT WE WALKED INTO
The growth gap
The company did not need a campaign refresh. It needed a connected digital growth system from demand to closed-won revenue.
Spend was generating activity, but not enough qualified pipeline.
Lead quality, routing, follow-up, and quote workflows were slowing revenue.
Packaging and pricing did not reflect the value customers were willing to pay for.
The sponsor could see activity, but not how each lever tied back to the exit case.
What we did
Operators inside the business owned the connected system: demand, conversion, pricing, RevOps, AI, and sponsor reporting.
Rebuilt channel mix, cut waste, and redirected spend toward demand that converted into qualified pipeline.
Fixed lead quality, routing, speed-to-lead, quote follow-up, and CRM visibility so demand became closed-won revenue.
Repositioned the offer and trained the team to sell on value, lifting average contract value by 167%.
Cleaned up the data and CRM so AI can act on it, then began deploying AI SDR agents to scale follow-up without new headcount.
Reported every lever against the sponsor's plan, so management and the fund could see what was moving the exit case.
The results
The engine moved the metrics that matter to a sponsor: revenue, deal volume, contract value, recurrence, and efficiency.
REVENUE · FULL-YEAR 2025 VS 2026 YTD
Full-year 2025 revenue matched in 3.5 months, with pipeline still converting.
Why it worked
Same company. Same product. Same market. The variable that changed was ownership of the digital growth engine.
Results were reported against the underwriting case, not retrofitted into a marketing story.
No new product, no market re-rating, no category surge. The same inputs ran through a better engine.
Every lever was operated by our team and measured live, so gains could be traced to the work.
What's next
Qualified pipeline doubled, and with long enterprise sales cycles, much of that demand is still converting into closed-won revenue. The company is tracking toward its exit case with a digital growth engine that can keep compounding.
Tell us about the asset and what the model assumes. We'll show you where organic digital growth is breaking and the levers most likely to move the number.
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