For PE & VC portfolio ops
One outbound playbook. Every portco. Every dial visible.
Most portcos can't ramp an SDR org fast enough to matter inside your hold period. We give your operating partners a senior on-shore pod they can deploy across the portfolio with one playbook, one dashboard, and one accountable team.
A partner sits with PE from kickoff onward. Dials, connects, conversations, and meetings stream into the dashboard from day one.
Why portcos almost never build outbound in time
A typical growth-stage portco needs 18 months to hire, ramp, and produce a clean SDR-sourced pipeline number. Your hold period rarely allows that runway, especially in years two and three when the value-creation plan demands a coverage ratio the in-house team can't deliver.
We're the outbound layer your operating partners can deploy in week three across multiple portcos at once, with one set of standards, one dashboard, and one accountable team on our side.
Standardized discipline, customized message
Reps train on each portco's ICP, wedge, and proof points individually. The discipline underneath is shared across the portfolio: verified lists, recorded calls, written briefs, weekly read-outs, and a dashboard your operating partners can pull up in any board prep without asking the portco to send a deck.
Operating partners see the same metrics, same definitions, same disposition values across every portco. The portfolio review stops being apples-to-oranges.
Operating-partner reporting that doesn't require a deck
Roll-up view: dials, conversations, meetings booked, holds, opportunities created, and pipeline sourced across every portco on the program. Drill into any portco in two clicks. Filter by segment, persona, or rep. Finance, the operating partner, and the portco CRO all see the same number, with the same definitions, in the same place.
Built to hand off in-house at the right time
When a portco is ready to internalize outbound, the playbook, the lists, the recordings, and the dashboard go with them. The work compounds inside the portco even after the engagement ends. Several portfolio programs have used the playbook to onboard their first in-house SDR cohort with half the typical ramp time.
Multi-portco onboarding in parallel
We onboard up to four portcos in parallel without losing calibration depth on any one. Each portco gets its own pod lead and weekly read-out.
Operating-partner-grade dashboard
Roll-up across the portfolio with drill-down to any portco. Read in 30 seconds in a quarterly review.
Value-creation plan alignment
Pipeline targets, segment expansion, and new-logo coverage tied to the portco's value-creation plan, not generic SDR KPIs.
Portfolio pricing
Per-portco pricing for programs with three or more portcos, with shared list research and tooling overhead amortized across the program.
What success looks like in your first ninety days
Weeks one and two aren't dial weeks. We sit with PE on a working session, rebuild the ICP into a list of named accounts with verified direct dials, and lock in the opener, the three best frames, and the twelve objection responses your buyer most often raises. The first live dials start in week three. Your dashboard is live from day one so you can watch the calibration data accumulate before any meetings land.
Booked meetings start arriving between day thirty and day forty-five. By the end of week eight the senior pod is averaging two to four qualified meetings per rep per week, with show rates landing in the high seventies. Weekly QA on a sample of recorded calls drives small but compounding improvements to the opener and the qualification frame. You start seeing the second-order benefit, your AEs walking into discoveries already warm.
By day ninety the program is producing at a stable run-rate, your CRM has clean dispositions on every account in the list, and you have a written quarterly playbook covering openers, frames, objection handles, voicemail patterns, and disqualifiers. From here every quarter is calibration plus volume. The work in front of PE shifts from getting outbound to work to deciding which segments to expand into next.
Patterns we see in PE engagements
A previous offshore vendor produced volume but the show rate was 35 percent and the opportunity rate was negligible. AEs stopped trusting the meetings. We rebuild the qualification bar, retire the burned numbers, and re-approach the most valuable accounts with a candid opener that acknowledges the prior contact. Six weeks in, show rate sits above 80 percent and AE trust is rebuilt.
All outbound runs through one calendar and stalls when that calendar fills. We extract the story, the wedge, and the qualification bar from PE, then run the senior pod on the same script you'd use yourself. The leader keeps the meetings that close and gets back the four to six hours per week previously spent prospecting.
A defined account list (named accounts, target territory, ABM tier-one) has gone quiet. Email reply rates are under one percent and field-led activity isn't enough to move the needle. We layer a senior dialing motion on top of the existing field plan, with one shared brief per account so the in-market and over-the-phone touches reinforce each other instead of duplicating.
What other PE usually push back on first
Email reply rates fell below one percent and LinkedIn InMail saturated in 2024. The phone got quieter as a result. A senior on-shore rep on a clean list books at one to two qualified meetings per hundred dials today, which is up materially from 2022. The lazy version of cold calling is dead. The disciplined version is the highest-converting outbound channel for most B2B teams.
Same conclusion most of our clients reached. The cost-per-meeting line looks attractive on paper, then show rate, opportunity rate, and brand damage make the cost per closed-won materially worse than on-shore. We routinely re-approach accounts a previous offshore vendor burned, and the recovery work is its own line item.
Senior buyers are the ones who answer the phone today, because their inboxes are unreadable. Director-level and above is exactly where the on-shore phone advantage opens up the most, because peer-to-peer recognition in the first ten seconds is what earns the next ninety.
Reasonable plan once you know what works. The honest sequence is the other way around. Run the engagement for two quarters, take the written playbook, the lists, the dashboard, and the recordings, then hire against a known motion. Several teams in PE seats have used the engagement as the launch pad for their first in-house SDR hire. We consider that a success.
How the engagement actually runs week to week
Each rep dials a defined target list during their primary connect window, typically 7am to 11am and 4pm to 5pm in the buyer's time zone, with secondary outreach blocks reserved for follow-up touches and email or LinkedIn handles in your voice. Cadences run five to seven touches across ten business days. The list is refreshed weekly with new direct dials and updated trigger signals. Numbers are rotated on a published schedule so caller-ID reputation stays clean across all major carriers.
Live QA happens on a sample of recorded calls every week. The partner on your account reviews the opener performance, the qualification frame, and the most common disqualifiers. Changes are documented in writing before the next week starts, so PE can see exactly what shifted and why. Nothing about the playbook is a black box.
Each booked meeting is delivered with a short pre-meeting brief covering the prospect's role, the trigger that made them relevant, the specific pain captured on the call, the next step they agreed to, and the questions your AE should open with. Show rate lives or dies in this layer, and a written brief is the cheapest way to lift it.
Always-on dashboard from day one. Monthly QBR with the partner on your account. Quarterly written playbook plus account list refresh. You always know what we did, what we learned, and what we're changing next.
All dialing operates within TCPA, CRTC, and CASL requirements for B2B outreach. Do-not-call requests are honored in writing within twenty-four hours and recorded against every record in the list. Every consent and opt-out is logged.
Two to four senior reps per pod, vertical-aligned, with a dedicated coach and a partner on the account from kickoff through quarterly review. Average rep tenure on our team is more than two years, which is roughly twice the SDR industry median.
We bring the dialer, the call recording stack, the QA tooling, and the dashboard. We push every disposition, recording link, and meeting brief into your CRM in real time. No new tools for PE to learn or buy.
What teams in your seat ask first
Can you onboard multiple portcos at the same time?+
Do operating partners get one dashboard or one per portco?+
How do you align with a portco that already has SDRs in-house?+
What happens at exit?+
Is there a portfolio pricing model?+
Can we deploy this against bolt-on M&A targets, not just primary outbound?+
How do you keep portco performance comparable across the portfolio?+
What does the operating partner actually do each week?+
Walk us through your last quarter.
Pressure-test your ICP, funnel math, and current outbound against your number.
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