scaleMatters for Private Equity Firms and B2B Portfolio Companies

scaleMatters for PE Firms

RevOps and Go-to-Market data partner for your PortCos.

We deploy infrastructure and deliver insights that turn normal B2B companies into capital-efficient GTM engines that are managed with science-like precision.

Trusted by Portfolio Companies of:

Quickly unify reporting and get faster time to value from M&A rollups

Rapidly consolidate CRMs and normalize data structures post-M&A
Make unified reporting and analytics a reality in weeks, not months
Get deep revenue intelligence across all business units and segments

Read how we accelerated CRM migration timeline from 9 mos. to 3 wks. for this Apax Partners PortCo >

Proactively eliminate waste (Don't wait until end of period to fix issues)

Get constant, granular visibility into Go-to-Market processes
Course-correct underperformance or double-down on what IS working
Lower customer acquisition costs by 25% or more by exposing friction and waste

This all sounds great, but why scaleMatters?

Keep senior leaders focused (no tech stack, data integrity, or reporting distractions)

Start cross-selling almost immediately after bringing companies together
Ensure key leaders are only focused on hitting the plan and improving margins

Tech & Data Infrastructure

Experts involved:
-RevOps architects
-RevOps admins
-Data Ops analysts

What they do:
-Map GTM processes/journeys
-Align on metrics/data definitions
-Best practice GTM instrumentation
-Configure your tech stack
-Train/support your end users

Data Ops

Experts involved:
-Data Ops analysts

What they do:
-Cleanse historical data
-Implement data governance protocols
-Monitor data quality
-Flag/fix data anomalies

Revenue Intelligence Software

Revenue Intelligence

Built for:
-GTM leaders: CEO, CRO, CGO, CMO
-Functional leaders: VPM, VPS, VPOps
-Analysts

Top features:
-Pre-loaded with 1000s of visualizations
-Leadership dashboards and scorecards
-Compare funnels, trend any metric
-Segment views by region, channel, etc
-Analytics on GTM strategies, processes, people, positioning, messaging

Business Analysis & Insights

Analysis & Insights

Experts involved:
-Business analysts

What they do:
-Forensic data analysis
-Monthly/quarterly in-app reports
-Curated insights for C-level
-Expose blind spots/risks
-Pinpoint process friction/wasted spend
-Identify hidden opportunities for growth

	RevOps Agencies or SFDC Consultants
Services + Software	Services
Deeply embedded with GTM leaders, delivering strategic advice and tactical execution on tech/data infrastructure.	Mostly focused on one-time projects or tech implementations at the direction of the client.
Revenue intelligence software with 1000s of data visualizations pre-built for GTM leaders.	Consulting services only. No software. They may setup reporting in your CRM.
Dedicated business analysts who curate insights for GTM leaders.	No analysts. Only tool experts and strategy consultants.
Equipping revenue leaders with data to make great strategic decisions about where to deploy dollars for faster, more efficient revenue growth.	Focused on strategy consulting, tactical sales process improvement, tech stack integrations.
Focused on early and growth stage B2B companies looking to scale quickly with control of growth levers.	Focused on wide range of companies.

	Revenue Intelligence Software
Services + Software	Software
Start with the assumption that your data is bad. RevOps and Data Ops experts configure best practice data and tech infrastructure to capture accurate data.	Accuracy of reporting is dependent on validity of your underlying data. You are responsible for cleansing data and maintaining data integrity.
Revenue intelligence software with 1000s of data visualizations pre-built for GTM leaders.	Provides predictive analytics for near-term pipeline management and deal forecasting.
Dedicated business analysts who curate insights for GTM leaders.	Internal analysts are required for analysis and interpretation of your data.
Equipping revenue leaders with data to make great strategic decisions about where to deploy dollars for faster, more efficient revenue growth.	Helps sales leaders manage deals, accelerate sales cycles, and hit end of month or end of quarter numbers.
Focused on early and growth stage B2B companies looking to scale quickly with control of growth levers.	Focused on technology sales operations and sales leadership.

	Enterprise BI Software
Services + Software	Software
Start with the assumption that your data is bad. RevOps and Data Ops experts configure best practice data and tech infrastructure to capture accurate data.	Accuracy of reporting is dependent on validity of your underlying data. You are responsible for cleansing data and maintaining data integrity.
Revenue intelligence software with 1000s of data visualizations pre-built for GTM leaders.	Connect various data sources for robust data analytics and custom dashboards.
Dedicated business analysts who curate insights for GTM leaders.	Internal analysts are required for analysis and interpretation of your data.
Equipping revenue leaders with data to make great strategic decisions about where to deploy dollars for faster, more efficient revenue growth.	Helps business analysts and consultants build reporting solutions for wide variety of use cases across the enterprise.
Focused on early and growth stage B2B companies looking to scale quickly with control of growth levers.	Focused on large enterprises who have time/budget/energy to invest in complex implementations.