Grow first. Then scale.
Built for sponsors and the portfolio companies they back. Phase 1 fixes how you win and keep revenue. Phase 2 scales the systems, people and cost behind it. Actionable findings by day 30.
Thoma Bravo
Vista Equity Partners
TPG
TA Associates
HG Capital
Accel-KKR
Deloitte
Oracle
IBM
UKG
HCL
Conga
SAP
Genpact
Accenture
Mitratech
Cendyn
PE/VC is our core. We have lived the hold period, not advised on it from outside.
We have run portfolio companies
Our operators have owned the number, the board cadence and the exit inside sponsor-backed companies.
We speak hold-period math
Every recommendation ties to EBITDA, revenue quality and the multiple at exit.
We stay for the fix
The same team that diagnoses the constraint embeds with leadership to remove it.
Alan Rudolph
Former COO of Mitratech and Cendyn, portfolio companies backed by TA Associates, HG Capital and Accel-KKR. Alan owned the operating model, systems and board cadence beneath the value creation plan, through multiple sponsor-backed exits.
Your leaders don't agree on where AI stands. The diagnostic shows where.
Each executive answers on their own. We score three lenses on one scale, then test the answers against your pipeline and operating data.
Product AI Effectiveness
Does the product solve for customer outcomes, rest on data competitors can't copy, and keep its pricing as AI cuts seats?
Commercial Conversion
Who you target, how early the economic buyer shows up, what gets into pipeline, and whether AI changed win rates or just activity.
Organizational AI Readiness
Whether technology spend turns into operating value: data, process, leadership alignment and governance of the AI tools already in use.
Scored to find the binding constraint, not an average.
We lead with the weakest lens and any Critical Gap. One blocked area caps the return on everything else you fund.
The same instrument works pre-close, post-close and pre-exit, so progress is measured, not claimed.
- StrongOperating effectively. Not the binding constraint.
- DevelopingFunctioning but inconsistent. Improvement available, not urgent.
- ConstrainedMaterially limiting value creation. A candidate for the binding constraint.
- Critical GapBlocking value creation regardless of investment elsewhere.
AI-Charged™ Enterprise Value Diagnostic
Find the real constraint on growth and margin before anyone spends a dollar fixing the wrong one.
- Three lenses scored together: product AI effectiveness, commercial conversion and organizational AI readiness
- Every leader answers separately, so we can show where your team disagrees and why it matters
- What leadership believes, tested against what the CRM and operating data actually show
- Constraints ranked by impact on EBITDA and enterprise value, pre-close, post-close or pre-exit
- What you get
- Actionable findings and a ranked constraint map at day 30. Where the work calls for it, a board-ready operating plan by day 75.
- Who buys it
- Sponsors pre-close and post-close. CEOs who are missing plan and do not yet know why.
AI-Charged™ EVC Pulse
A short self-assessment for one executive, scored on the full diagnostic's scale, with a working hypothesis on where value is stuck.
Take the PulseAI-Charged™ Enterprise Value Diagnostic
Taken by the CEO, CFO, CRO, product and technology leaders, then tested against your pipeline and operating data. By day 30: a scored constraint map, where leadership disagrees, and an executive working session.
AI-Charged™ Value Creation Plan (VCP) Blueprint
Turns the constraint map into a board-ready plan with owners, dates, proof metrics and the first sprint scoped. Optional second step, ready for board approval by day 75.
Commercial and AI Due Diligence
A pre-close read on the target's AI exposure: product defensibility, revenue at risk as AI cuts seats, data moat, and whether the go-to-market engine converts.
Portfolio AI Benchmark
The diagnostic run across a portfolio on one scale, with a heatmap for operating partners and a quarterly re-score.
Exit Readiness Program
Re-score ahead of a process, close the gaps a buyer will find, and evidence the AI and growth story in the equity case.
Revenue Operations and Sales Performance
Close the gap between what sales promises and what the business can deliver, and hit the number this year.
- RevOps that unifies marketing, sales and customer success data
- Integrated dashboards for CAC, LTV and pipeline velocity
- Lead-to-opportunity workflow, pipeline hygiene and forecast integrity
- Quota deployment and sales commission alignment
- AI-Charged™ targeting, forecasting and seller productivity
- What you get
- One revenue engine with one set of numbers, and the metrics that prove it moved.
- Who buys it
- CROs, COOs and portfolio company CEOs.
Revenue Operations (RevOps) Build
Unify the data silos between marketing, sales and customer success, with integrated dashboards tracking CAC, LTV and pipeline velocity.
Sales and Marketing Performance Architecture
Audit the lead-to-opportunity workflow and refine pipeline hygiene, quota deployment and sales commission alignment.
AI-Charged™ GTM ROI Audit
For teams where AI raised activity but not win rate. We test the motion and data underneath, then redirect spend to where it changes conversion.
Customer Retention and Expansion
Protect the recurring base, then grow it from the inside.
- Scalable onboarding and sales-to-success handoffs
- Account management frameworks that reduce churn
- Expansion, pricing and packaging plays that trigger organic growth
- AI-Charged™ churn and expansion signals, months before renewal
- What you get
- Net revenue retention improvement and the leading indicators to hold it.
- Who buys it
- Sponsors underwriting a durability thesis. Chief Customer Officers.
Customer Retention and Success Systems
Scalable onboarding handoffs and account management frameworks that reduce churn and trigger expansion.
AI Monetization, Pricing and Packaging
Protect recurring revenue as AI cuts seats: shift toward consumption and outcome pricing, and cost every AI feature before it ships.
Digital Transformation and Enterprise Technology
Run the company on systems, not heroics, with one source of truth the board trusts.
- Enterprise architecture audits that remove software duplication
- AI-Charged™ automation of manual processes, where it pays back
- Data and KPI infrastructure with a single corporate source of truth
- Executive scorecards for operational throughput and productivity margin
- AI governance that decides which tools touch company and customer data
- What you get
- A rationalized tech stack, lower run cost and a scorecard leadership actually uses.
- Who buys it
- COOs acting as Chief of Systems. Operating partners after a platform build or add-on.
Enterprise Architecture Audit
Identify software duplication and the manual processes worth automating, with the cost case for each.
Data and KPI Infrastructure
A single source of truth and executive scorecards for throughput and productivity margins.
AI Governance and Responsible Use
Sanctioned tools, a usable acceptable use policy, and monitoring of AI inputs and outputs, so adoption does not outrun control.
Product AI and Agent Readiness Review
For software companies: which AI features earn a roadmap slot, whether a customer's AI agent can operate the product, and the cost to deliver. Build work goes to specialist partners.
People Operations and Organizational Design
Structure the team so the business can scale headcount without degrading delivery.
- Cross-functional alignment so product, engineering and sales run on one timeline
- AI-Charged™ performance and capacity planning against the growth plan
- Sales capability and leadership assessment with objective benchmark data
- Fractional COO, CRO and CCO coverage while the fix is running
- What you get
- An org built for the plan, the right leaders in the seats, and a capacity model the board can track.
- Who buys it
- CEOs and COOs scaling past the founder-led stage. Sponsors between leaders.
Cross-Functional Optimization
Break down departmental silos so product, engineering and sales operate on unified timelines.
Performance and Capacity Planning
Map team capacity so headcount scales without degrading delivery.
Sales Capability and Leadership Assessment
Benchmark data on sellers and managers: why revenue concentrates, why ramp runs long, and whether managers coach or only inspect.
AI Leadership Alignment and Enablement
Align executives on what AI can and cannot do, tie AI strategy to the value creation plan, and train the organization to work AI-enabled.
Fractional Operating Leadership
COO, CRO, CCO or AI leadership in the seat while the fix runs, with a handoff to a permanent leader we help you hire and assess.
Financial Discipline and Scale Operations
Turn growth into margin by taking waste out of how the company spends and delivers.
- Operating expense review and vendor management
- AI-Charged™ elimination of execution waste across G&A and delivery
- Procurement, fulfillment and capacity constraint audits
- What you get
- An EBITDA margin bridge with owners, dates and the cadence to hold it.
- Who buys it
- Operating partners underwriting a margin thesis. CEOs and COOs who own day-to-day cost control.
Operating Expense (OpEx) Optimization
Review vendor management practices and eliminate execution waste, while the CFO keeps ownership of capitalization.
Supply Chain and Delivery Scale
Audit procurement, fulfillment and capacity constraints to maximize margin.
AI to ROI
Benchmark before you build, size the business case from a real baseline, and calculate the exact return on every AI investment. Built for the CFO now in the room.
See AI to ROI
Four entry points across the investment lifecycle.
We enter wherever the greatest leverage sits, from diligence to exit.
- Pre-investment
Due diligence
Commercial scalability and GTM readiness tested before the term sheet. Smarter valuations, fewer post-close surprises.
- First 100 days
Value creation
People, process and systems aligned to the thesis. ARR and margin on the hold-period timeline.
- Growth phase
Revenue acceleration
Win rate, NRR and forecast confidence improved with AI where it compounds.
- Pre-exit
Exit readiness
Metrics, data room and revenue narrative ready for buyer diligence. A stronger multiple, fewer objections.
The numbers that drive the multiple.
What acquirers scrutinize and boards rely on. Every engagement is anchored to moving them.
Built for sponsors and portfolio leadership alike.
AGS works directly with both PE/VC sponsors across our core industries and other select industries navigating portfolio strategy and the revenue leaders inside portfolio companies doing the day-to-day work.
For PE/VC Sponsors
- Pre-investment GTM due diligence support
- 100-day plan development for new platform acquisitions
- Benchmarking against Rule of 40 and retention peers
- CRO search criteria development and onboarding support
- Ongoing operating partner collaboration for portfolio reviews
- Exit narrative and revenue quality story for sell-side
For Portfolio Revenue Leaders
- Revenue Health Audit: findings in 30 days and, if required, a full board-ready plan by day 75
- Full VCP Engagement: 6-month embedded advisory
- Sales competency benchmarking across the revenue team
- AI advisory and partner network integration
- Fractional CRO or GTM leadership during transitions
- Pipeline velocity and forecast confidence improvement
Start with the Revenue Health Audit.
Audit findings in 30 days. No long-term commitment required. If the audit reveals nothing actionable, your investment will be promptly refunded.
PE/VC value creation questions
What is a Revenue Health Audit for PE/VC-backed companies?
A 30-day AGS diagnostic of NRR and GRR, CAC payback, ICP clarity and pipeline coverage. Findings arrive in 30 days with no long-term commitment. If required, they feed a full board-ready Value Creation Plan by day 75.
What metrics drive PE/VC multiple expansion at exit?
Net Revenue Retention, Gross Revenue Retention, CAC payback, time to value, ARR quality mix and pipeline coverage. NRR lift typically creates more multiple expansion than equivalent new logo growth.
When should a sponsor bring AGS in?
At any of four points: pre-investment diligence, the first 100 days after close, the growth phase of the hold, or ahead of exit. We enter wherever the greatest leverage sits.
Do you only work with PE/VC-backed companies?
PE/VC-backed companies are our core focus. We also work with privately held and small-cap companies that want the same value creation discipline without a sponsor in the room.
Not sure which lane you're in? That's what the diagnostic is for.
You'll know what to fix within a month. The complete plan, if you want one, is ready inside a quarter.