Why PE Firms Love Working With Us

Why PE Firms Love Working With Us

When we started RevBlack in 2022, we didn’t plan to focus on private equity.

But over time, the pattern became clear. What we do and what PE firms need are closely aligned. Today, four out of five of our clients are backed by private equity, and that’s no coincidence.

We’ve learned that when a PortCo’s leadership, the PE firm, and our team are aligned, the work becomes more effective and the results speak for themselves.

Where It All Began

Before I started RevBlack, I ran RevOps at a software company backed by institutional investors. At one point, we were facing growth targets we couldn’t meet through additional investment alone. We didn’t have the budget to hire more reps or spend more on ads. We had to find a way to grow using the tools and people we already had.

This challenged us to get a much stronger handle on how operations supported growth and to rethink what a good RevOps setup could really accomplish.

We started by rebuilding the CRM. Not to make it fancier, but to make sure it actually supported how we worked. The system had to match our buyer journey, make us easy to buy from, support our sales process, and help the team work more efficiently.

We mapped out the customer journey and created processes to handle every type of lead, whether it came from the website, a partner, or a rep’s outreach. Sales reps had access to what they needed when they logged in. Customer success had clear alerts when usage dropped or a renewal was coming up. Marketing could see in real time what was driving revenue and what wasn’t.

It worked. Growth picked up, and within a few months, the company was acquired.

The Realization

That experience made something clear. During the acquisition process, things moved quickly because we had good systems in place. The CRM was accurate, the reports held up, and the pipeline made sense.

After the deal closed, both the leadership team and the acquirer told me the RevOps setup had added real value to the business. That was the moment I realized this was something I could do for other companies too.

RevBlack was born from that insight. We saw the gap that existed in helping growing companies, especially those backed by private equity, become more operationally sound and exit-ready.

Why RevOps Works in a PE Environment

PE-backed companies usually operate on a short timeline. They often have two to five years to grow and position themselves for a sale. But many are trying to scale with outdated CRMs, disconnected data, and inconsistent reporting.

It’s not a matter of bad strategy or weak talent. Most of the time, the systems just don’t support the business goals.

That’s where RevOps helps. We improve the structure behind the scenes. That means fixing the tech stack, aligning teams, and making sure reporting is clear and actionable. It also means focusing on the right metrics: lead conversion, sales cycle length, win rate, deal size, retention, expansion.

We also work closely with the PE firms themselves. We take the value creation plan and help make it operational. We learn how each firm likes to run their board meetings and what reporting they expect. If we’re supporting multiple PortCos in the same portfolio, the reporting stays consistent across the board.

What We Actually Do

Our work usually starts with an audit. We look at what’s working, what’s not, and where the bottlenecks are in CRM setup, sales processes, and reporting.

Sometimes that means merging CRMs after an acquisition. Other times it’s a full rebuild of a system that’s grown too complex or too fragmented to use. Often, it’s just simplifying things so the tools actually support the team’s work instead of creating more of it.

Some of the things we focus on:

• Making the CRM usable and aligned with the sales process

• Improving response time for inbound leads

• Clarifying stages in the customer journey

• Building accurate pipeline and forecast reports

• Creating CapDBs, which are full customer and prospect databases the team can act on

• Simplifying or right-sizing the tech stack

• Setting up weekly scorecards so everyone has visibility and focus

The goal is always the same: to make the company easier to run and easier to scale by removing friction and giving the team the structure they need.

What This Adds Up To

We’ve seen this work, plain and bold.

We’ve validated this approach across multiple companies and our efforts have added millions of dollars to final valuations, helping companies achieve strong exits even in a slower market.

PE firms are increasingly treating RevOps as a core driver of enterprise value, not just a supporting function. A well-built CRM and a clean go-to-market setup lead to better decision-making, more predictable growth, and ultimately stronger outcomes at exit.

For PE firms, we’re a partner they can rely on to drive execution. For PortCo leaders, we provide structure and clarity to hit their targets with confidence.

And for us, it’s about doing work that creates real, measurable impact while making RevOps simple.

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