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You've got a
Revenue Sales CRM Closing Management Growth
gap.
We've already fixed it.

We scope to the surgical issue — nothing beyond it. The operator who's fixed that exact problem comes in, builds it to run without them, and steps aside. Right-sized. Just-in-time.

Proven across
1.9×
avg exit value increase
+44%
avg revenue growth
3× MOIC
portco at exit
The Problems We Solve

We know the gap.
We've closed it before.

Every one of these has a named Cortado practitioner behind it — scoped to the specific issue, not a bloated engagement.

01
Pipeline is unpredictable quarter to quarter
Your team is working hard but the revenue forecast is a guess. No repeatable motion. No clean handoff from marketing to sales.
GR
George de los Reyes
CRO, Managing Partner
02
Marketing spend has no measurable ROI
Campaigns run, money is spent, and it's unclear what's working. Demand gen isn't producing qualified pipeline.
TE
Todd Ervin
Partner, Marketing Practice Lead
03
Sales can't close without the founder in the room
The founder closes deals. The sales team doesn't. There's no repeatable process, no playbook, and no path to institutional selling.
BP
Bill Piacitelli
Partner
04
Exit is on the horizon but the revenue story isn't there
The hold period is ending. The commercial narrative needs to be compelling, documented, and credible to sophisticated buyers.
DB
Dan Bernoske
CEO & Founder
05
Just acquired a portco — GTM doesn't exist yet
Day one, and there's no go-to-market infrastructure. You need to build it fast without disrupting what's working.
KB
Kyle Bushey
Principal
06
You can't tell why you're losing deals
Win/loss data is anecdotal. Pricing feels like guesswork. There's no analytical framework for why the pipeline converts the way it does.
BW
Barry Witonsky
Analytics Practice Lead
Our Approach

Scope it. Solve it. Step back.

We identify the surgical issue, deploy the right operator, and build it to run without us. Most engagements are measured in weeks, not quarters — then we get out of your way.

01
Discover
Assess the GTM situation from the inside out — commercial model, team, process, and pipeline.
02
Design
Build the solution around the specific deal thesis and hold-period timeline, not a generic framework.
03
Build
Create and iterate alongside the team already in place. We don't replace — we multiply.
04
Optimize
Test, refine, and instrument the motion until it runs without us holding it up.
05
Transition
Hand off fully. Growth continues long after the engagement ends.
The People

Operators, not consultants.

Every Cortado practitioner has held the seat they're now advising on. Their published research is below — read it before you call.

DB
Dan Bernoske
Managing Director
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Read his work
Read his work
SM
Sarah Mitchell
Director, Revenue Operations
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Read his work
Read his work
JO
James Okafor
Senior Consultant
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Read his work
Read his work
Proof

The numbers.

Select engagements across SaaS, healthcare IT, industrial, and professional services.

1.9×
Exit value increase — vertical SaaS portco
+44%
Revenue growth in 12 months — HCIT
3× MOIC
Retirement & benefits portco at exit
+185%
Win rate increase — industrial manufacturing
+46%
ERP Software
Month-over-month MQL growth following a full-funnel marketing and demand generation overhaul. Achieved in Q1 of engagement.
9× EBITDA
Retirement & Benefits
9× EBITDA multiple and 3× MOIC at exit following a comprehensive GTM transformation across sales, marketing, and pricing.
+22%
Cybersecurity
Average selling price uplift through refined pricing architecture, positioning, and structured sales enablement delivery.
Research Library

Think before you call.

Our practitioners publish what they know. Read it first — then decide if we're worth a conversation.

Framework
The RevOps Stack for PE-Backed B2B: Build, Buy, or Defer
How to sequence RevOps infrastructure decisions without wasting hold-period time on the wrong priorities.
Research
AI-Enabled GTM: Practical Applications for Mid-Market B2B in 2026
Where AI is generating real ROI in B2B sales and marketing today — and where it remains a distraction. Based on 14 engagements.
Join the Research List

The work our practitioners
publish is worth reading.

Whitepapers, frameworks, case studies, and field-tested perspectives — published by the operators who've done the work. New research, a few times a quarter.

No spam. Unsubscribe any time. We publish a few times per quarter.

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1,200+
PE operators & portco executives
40+
whitepapers & frameworks published
14
practice areas covered

Not sure what's
holding you back?

Five questions. We name the problem, match you to the practitioner who's solved it before, and scope only what needs fixing.

Find Your Gap → or arrange a call directly