Commercial Excellence & Revenue Growth Playbook for Portfolio Companies

Revenue growth is the single most-cited value creation lever in PE deal theses — and the one most portfolio companies execute poorly without structured intervention. This three-day masterclass gives Operating Partners and portco commercial leaders a complete GTM playbook: auditing commercial effectiveness against the Value Creation Plan, applying segmentation and white-space analysis to unlock underexploited revenue, rebuilding sales force structure and incentive design for productivity, and optimizing channel and demand-generation spend. The program closes with participants building a 100-day commercial value creation plan for an assigned portfolio company, including the AI-assisted tools now standard in high-performing commercial functions.

Features:

• Audit GTM effectiveness against the Value Creation Plan and identify revenue leakage
• Apply customer segmentation and white-space analysis to unlock cross-sell and upsell potential
• Redesign sales force structure, pipeline management, and incentive compensation for productivity
• Optimize channel, distribution, and omnichannel strategy for portfolio-stage growth
• Improve demand generation ROI through CAC-by-channel analysis and marketing mix optimization
• Apply AI-assisted tools for lead scoring, churn prediction, and revenue intelligence
• Build a 100-day commercial value creation plan for an assigned portfolio company