Who we work with. Investors and portfolio companies
When a portfolio company misses its plan, the problem is rarely effort.
The product is sound and management is working hard. What has not kept pace is the route to market, and capital cannot compensate for a market that does not understand why it should buy.
01The position you may be in
The plan assumed a route to market that has not appeared.
The investment case relied on growth through a particular market, offer or sales motion.
Twelve months in, pipeline, conversion or deal size are behind, and each board meeting brings a new explanation. You need an independent view before more capital or another senior hire goes in.
02What it sounds like
What is said, and what it often means.
Most boards hear the symptom. The diagnosis starts with what sits underneath it.
We need more budget.
Spend is going into a route to market that is not converting, so more budget makes the gap more expensive.
The pipeline is strong. Deals are just slipping.
Buyers are interested but not convinced, and the forecast rests on hope rather than evidence.
We need a new CRO.
The sales team is being blamed for a positioning or market problem a new hire will inherit.
The market is not ready yet.
The offer has not been translated into a reason to act now.
Management and the board see it differently.
There is no shared, evidence-based view of what is actually wrong.
Capital cannot compensate for a broken route to market.
03What Digital Clarity changes
A portfolio company back on its commercial plan.
What changes depends on the diagnosis. These are the outcomes investors and management most often leave with.
- An independent diagnosis grounded in customer and pipeline evidence.
- One view of the problem shared by investors and management.
- A clear market, ICP and offer the business can win with.
- A sales and marketing plan built around how buyers actually decide.
- Spend directed to where it moves the plan.
- A management team equipped to deliver without permanent outside support.
04Relevant proof
Growth that holds up in the numbers.
Featured work includes Kahua, Adobe Workfront, Bentley SYNCHRO, TextAnywhere and Portman Tech.
Kahua
Building a scalable go-to-market engine against well-funded incumbents.
ReadAdobe Workfront
Breaking through in EMEA while improving revenue and acquisition economics.
ReadBentley SYNCHRO
Creating global demand and pipeline in a long-cycle construction technology category.
ReadTextAnywhere
Finding growth through precision rather than increased spend.
ReadPortman Tech
Reintroducing a repositioned business to a crowded market.
ReadStart here
Find out which problem the company actually has.
The diagnostic separates market, positioning, offer, pipeline and capability constraints before more capital is committed.