Revenue Range
$5M–$30M ARR with clear EBITDA or exit mandate.
PE-Backed
Institutional sponsor with governance and value creation mandate.
Growth under 20% YoY
Demand exists but GTM needs optimization.
Gross Margins under 65%
Cost structure has 20–30pp of recovery potential.
NRR below 105%
Retention and expansion loops need rebuilding.
B2B SaaS Product
Workflow-based product where user behavior drives outcomes.
No Institutional Mandate
Bootstrapped or founder-only without institutional governance.
PMF Not Found
Still searching for product-market fit.
Under $3M ARR
System scale isn't appropriate yet.
Consumer or Marketplace
Our engines are built for B2B SaaS motion.
Management Not Aligned
No mandate for operational transformation.
Model A
All three engines: Revenue, Cost, Product. Embedded as fractional COO. Full EBITDA mandate.
Typical ARR
$8M–$25M
Timeline
12–24 months
Model B
One or two engines deployed against a specific mandate. Cost margin improvement or GTM rebuild most common.
Trigger
Specific problem identified
Timeline
6–12 months
Model C
Metrics normalization, NRR system, exit narrative, multiple expansion playbook.
Horizon
18–36 months to exit
Timeline
18–24 months
Diagnostic Kickoff
48-hour diagnostic identifying value leakage and the three highest-leverage moves.
Diagnose Complete
Full diagnostic done. Engine designs defined. Team structure and milestones confirmed.
Cost Engine Live
Offshore team operational. AI automation deployed. Vendor contracts audited. First margin improvements visible.
Revenue Engine Active
GTM system running. Pipeline generation automated. Pricing review complete. CAC payback improving.
Product Engine In Motion
Workflow-to-outcome mapping complete. AI integration in development. Retention loops designed.
Compound Phase Begins
EBITDA improvement measurable. NRR trending toward 110%+. Exit narrative framework built.
Ready to Begin
48-hour diagnostic to identify where value is leaking and the three highest-leverage moves. No consulting theatre — just clear numbers.