How Revops Can Help Your Portfolio Companies
As an investor, you’re always looking for ways to accelerate growth and maximize returns in your portfolio companies.
A significant driver of that success is the ability to create repeatable revenue generation processes. Using our proven Revenue Operations (RevOps) framework, Domestique integrates Marketing, Sales, and Customer Success into one cohesive system.
This blog post will break down five key areas—Strategy, Process, Tools, Data, and Enablement—that Domestique leverages to help your portfolio companies grow predictably.
1. Strategy: Aligning planning with Execution
For any company, a lack of cohesive planning can lead to misaligned goals, wasted resources, and missed revenue opportunities. Without a clearly defined strategy, teams often work in silos, chasing short-term wins over long-term growth.
Starting with strategy ensures your portfolio companies have a comprehensive GTM roadmap. Strategic components include:
Capacity planning: Aligning team resources with revenue targets, ensuring that Sales and Marketing are equipped to deliver results.
Territory and market segmentation: Ensuring that each company is targeting the most valuable customers in a way that maximizes coverage without overwhelming the teams.
Ideal Customer Profile (ICP) development: Defining the right audience and decision-makers to improve targeting and messaging.
Sales methodologies and operating cadences: Providing structure around how teams should execute sales motions and track their progress.
By establishing a documented, repeatable strategy, Domestique ensures that your portfolio companies are targeting the right customers and executing efficiently, creating a foundation for scalable growth.
2. Process: Creating Consistency for Scalability
One of the biggest roadblocks to scaling is inconsistency in how teams execute daily operations. Whether it's a lack of standardization in lead handoff or inconsistent pipeline management, inefficiencies in the process can lead to slowed growth or revenue leakage.
Domestique helps your PortCos establish clear, repeatable processes that ensure alignment across the organization. These processes include:
Lead management: Moving leads through a well-defined set of lifecycle stages with as little friction as possible.
Pipeline management: Moving deals through pipeline stages using proven sales methodologies.
Operational cadence: Implementing structured recurring meetings to track performance and make adjustments as needed.
With standardized processes in place, your portfolio companies can scale more easily by replicating what works across teams, markets, and geographies.
3. Tools: Using the Right Technology to Drive Efficiency
The right tech stack can enable more efficient operations, but it’s essential that you implement these tools with a clear strategy in mind. Too often, companies invest in tech with no strategic forethought, leading to wasted resources and unrealized value.
We help you maximize the value of your tools by ensuring that your tech stack is aligned with the company’s GTM strategy and processes. Key areas include:
CRM optimization: Ensuring tools like Salesforce or HubSpot are configured correctly to manage contacts and deals.
Marketing Automation Platforms: Leveraging your MAP to optimize lead generation and nurture efforts.
Data enrichment and automation: Using tools like ZoomInfo, Clay, and Apollo to improve lead quality, automate routing, and prioritize outreach.
By ensuring that the technology supports both strategy and process, Domestique enables your firm’s PortCos to drive efficiency and scale through automation.
4. Data: Turning Information into Actionable Insights
Data is the key to making informed, strategic decisions, but many companies struggle to unlock the full potential of their data. Poor data governance, inconsistent reporting, and misaligned metrics can lead to bad decision-making and missed opportunities.
Take control of your data by building reliable data infrastructures and reporting mechanisms. This data strategy includes:
Data enrichment and governance: Ensuring the quality and accuracy of the data that drives decision-making.
Consistent definitions of key metrics: Aligning all teams on key metrics, such as lifecycle stages, pipeline sources & stages, and attribution.
Source-of-truth dashboards: Building reports that integrate Marketing, Sales, and Customer Success data into clear, actionable dashboards.
This lets you not only track performance but also gain valuable insights that drive better decision-making across all of your companies.
5. Enablement: Empowering Teams for Success
Even with the right strategy, process, tools, and data, companies can falter if their teams are not adequately trained. Sales reps, marketers, and Customer Success teams need the right training, support, and competitive intelligence to perform at their best.
Our holistic approach to enablement equips your portfolio companies with:
Sales training: Focus on closing deals efficiently and leveraging available tools.
Cross-functional alignment: Ensure that Marketing, Sales, and CS teams collaborate effectively toward shared revenue goals.
Competitive intelligence: Help teams stay informed on market trends and positioning, so they can sell based on value rather than price.
With proper enablement, your portfolio companies can achieve more consistent execution and improved win rates, contributing to long-term, sustainable growth.
Tying It All Back: Building a Repeatable, Predictable Model Across Your Portfolio
The Domestique approach is designed to create a repeatable, predictable revenue model. For a private equity investor, this is critical to driving not just individual company success but the success of your entire portfolio. By implementing the same proven RevOps framework focused on Planning, Process, Tools, Data, and Enablement across all your portfolio companies, you create a foundation for scalable growth.
Here’s why this is so valuable:
Standardized processes mean that best practices are replicated across each portfolio company, reducing variability in performance.
Data-driven decision-making ensures that each company is focused on high-impact activities, improving overall efficiency and ROI.
Consistent enablement across Sales, Marketing, and Customer Success ensures every team is equipped to hit their targets.
Aligned tools and systems mean that reporting, forecasting, and pipeline management are standardized across your portfolio, making it easier to track performance and identify areas for improvement.
Predictable growth models lead to more reliable forecasting, allowing you to make informed decisions about future investments and scaling.
Ready to Maximize Portfolio Returns?
By partnering with Domestique, you can systematically apply this framework to each of your portfolio companies, unlocking more value, increasing revenue predictability, and maximizing overall returns. In a competitive market, building operational excellence across the portfolio can mean the difference between hitting or missing investment targets. Domestique’s expertise helps ensure that every company in your portfolio operates at peak efficiency, driving sustainable growth and higher valuations
If you’re ready to maximize portfolio returns, contact us today!
