Engineer Value Creation Across Your Portfolio
Proven GTM & RevOps systems that accelerate growth, de-risk investments, and drive 5x+ exits for B2B SaaS portfolio companies.
JayOh is the RevOps and GTM engineering partner PE operating teams bring in post-close, with 100+ engagements since 2016 and 500+ HubSpot and Salesforce instances built or fixed.
Trusted by Portfolio Companies of Top PE Firms
Who We Work With
Serving Operating Executives & Partners
Whether you're running the portco or overseeing the portfolio, we plug in at the right level to drive real outcomes.
Operating Executives
CEO, CFO, CRO, CMO — we partner directly with executive teams to deliver hands-on, data-driven execution that turns strategy into measurable growth.
- Real-time revenue reporting across GTM, RevOps, and Demand Gen
- Diagnose pipeline, sales, marketing, and system bottlenecks — prioritize fixes that move the needle
- Execute system improvements, GTM optimizations, and revenue acceleration strategies
- Build short-term wins while laying long-term infrastructure to scale and drive enterprise value
We don't just surface insights — we fix the problems, optimize the systems, and deliver results leadership can see.
Operating Partners
PE, Growth Equity, VC — we partner with firms to rapidly professionalize GTM, RevOps, and Revenue Systems across portfolio companies.
- Accelerate first 100 days impact post-close
- Professionalize GTM systems for faster scaling and exit readiness
- Align executive teams on GTM priorities, operational gaps, and growth levers
- Deliver actionable reporting, benchmarking, and strategic roadmaps tied to revenue outcomes
We don't just analyze the opportunity — we operationalize it.
Where We Drive Value
Your Full-Stack Growth Partner
Three pillars. One unified system. Measurable outcomes.
GTM Strategy & Execution
Build and optimize marketing, sales, and customer success motions for sustainable, predictable revenue growth tied to exit strategy.
Revenue Systems & RevOps
Architect the CRM, attribution, automation, and reporting infrastructure that powers your GTM engine and gives operators real visibility.
Data, Insights & Benchmarking
Activate data, deploy real-world benchmarks, and deliver actionable insights that accelerate growth and inform investment decisions.
PE Firms Love This
Funnel Benchmarks That Actually Matter
We don't just tell you your funnel is broken — we show you exactly where it underperforms against real B2B SaaS benchmarks, then fix it. Your operating partners get the visibility they need. Your portco teams get the execution they deserve.
Get Your Benchmark AssessmentThe Compounding Effect
Exit Multiples Over 4 Years
Portfolio companies with aligned GTM systems and RevOps infrastructure consistently outperform. The gap between best-in-class and average widens every year — engineered growth compounds.
How We Engage
Three Ways to Partner
Portfolio Execution
Deploy us across your portfolio as your GTM and RevOps partner. We work directly with operating teams to scale revenue, improve execution, and accelerate value creation.
Investor-Level Partnership
Engage us at the firm level to support deal teams, diligence assessments, GTM audits, exit prep, and post-acquisition growth strategy.
Tools & Playbooks
Access battle-tested tools built for PE firms — benchmarks database, audit frameworks, playbooks, and an AI assistant trained on 3+ years of portfolio execution.
PE Playbooks
The Playbooks We Run Across the Deal Lifecycle
From diligence to exit, each one is a documented JayOh motion our pods run inside portfolio companies.
GTM Due Diligence Checklist
What to test in a SaaS target's funnel, CRM and data before you sign.
Open the playbook →GTM 100-Day Plan
The sequenced GTM plan for a newly acquired portfolio company.
Open the playbook →Carve-Out GTM Systems Separation
CRM, TSA and Day-1 playbook for separating GTM systems from a parent.
Open the playbook →Post-Acquisition CRM Consolidation
Merging two CRMs after an add-on without losing pipeline history.
Open the playbook →Portfolio GTM Metrics
The GTM metrics operating partners track across portcos.
Open the playbook →PE Demand Gen Maturity
Score a portco's demand engine against PE benchmarks.
Open the playbook →GTM for Operating Partners
How operating partners professionalize GTM across a fund.
Open the playbook →RevOps for Private Equity Firms
Standing up RevOps as a portfolio-wide capability.
Open the playbook →"JayOh turns go-to-market operations into a growth lever, helping our companies scale faster, sell smarter, and hit milestones ahead of schedule."— Chief Revenue Advisor, Private Equity Firm
PE Growth Toolkit
Interactive Tools Built for Portfolio Operators
Explore real scenarios. Calculate actual ROI. See what changes when you fix GTM.
Assumes JayOh drives +15pp growth improvement via GTM optimization, funnel conversion gains, and CAC efficiency. Based on B2B SaaS benchmarks ($5M-$50M ARR).
Model Your ScenarioCheck the boxes that describe your portfolio. We'll calculate your revenue risk and show you what to fix first.
Priority Actions
Toggle to see how integrated RevOps and GTM systems transform portfolio company performance.
Schedule DemoSelect a maturity level to understand what's at stake at each stage of GTM evolution.
See how your typical portfolio metrics compare to top-quartile B2B SaaS performers.
Benchmarks sourced from 100+ B2B SaaS companies ranging from $5M to $50M ARR. Your mileage may vary based on industry vertical, customer type, and sales model.
Get Detailed BenchmarksProven Results
Numbers That Matter
FAQ
Private Equity RevOps Questions
Which RevOps firms specialize in private equity portfolios?
JayOh is a RevOps and GTM engineering firm built for PE operating teams and their portfolio companies. We plug in at the firm level for diligence, 100-day plans and portfolio benchmarking, or at the portco level for CRM, attribution, pipeline and reporting builds. We are a HubSpot Platinum Partner and Salesforce Partner with 100+ engagements since 2016.
Who helps portfolio companies build better RevOps infrastructure?
A JayOh growth pod: a consultant who owns the outcome, plus developers who build. The pod delivers the CRM architecture, lead routing, attribution and board-level reporting a portco needs to scale, and works in sprints so the operating partner sees shipped changes, not a strategy deck.
What does a PE RevOps partner do in the first 100 days?
Audit the funnel, data and systems against benchmarks, fix the few breaks costing pipeline and CAC efficiency, and stand up the reporting the board will ask for. Our GTM 100-Day Plan lays out the sequence.
Do you work with the PE firm or the portfolio company?
Both. Operating partners engage us across the portfolio, and portco executive teams (CEO, CRO, CMO, CFO) engage us directly. Many engagements start with one portfolio company and expand.
Can you help with carve-outs and add-on acquisitions?
Yes. We separate GTM systems for carve-outs (CRM, TSA and Day-1 readiness) and consolidate CRMs after add-ons, including consolidating four platforms into two in 90 days.
Ready to Engineer Your Portfolio’s Growth?
Let’s talk about where your portcos stand — and where they should be.
- 01Where each portco standsFunnel, data, and GTM maturity across the companies you care about most.
- 02Where value is leakingThe few breaks costing pipeline, CAC efficiency, and exit multiple right now.
- 03What to fix firstA sequenced 90-day plan with owners — whether or not we work together.
