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As a PE-backed CEO You Have Millions at Stake with Your Equity

Every day there is a shot clock on whether or not you can win your second exit. Our research on 550+ mid-market SaaS companies shows the factors that cause Exit Drift are tied to blindspots. CEOs typically don't catch these hidden issues until its too late to get back on track with enterprise value.

Exit Drift Diagnostic

7 Signals Your Exit is Drifting Off Course

You sold the company to win but feel like you are losing

Revenue is growing, but EBITDA isn't moving and you dont know why

You're not sure if you are building your second exit or just running a company 

The legacy GTM playbooks that made you successful no longer work in 2026

The team that got you to your first exit is quietly becoming a liability

Consultants deliver decks, but nothing is getting fixed to drive profitability

Board meetings used to feel like strategy and now it feels like interrogations

Exit Drift Diagnostic

A Proven Process Backed by Results

100%

ROI Positive Projects

+26.6%

Avg Growth Increase

287

Companies over 15 years

$1.6B

SaaS Revenue Generated

8.7x

ROI in 12 Months

27.4

Avg. Months Retention

The Enterprise Value Operating SystemTM 

Optimize the 8 models that lead to profitable growth. You can leverage our outsourced operating team to manage the process.

Build a roadmap that focuses on the one metric your exit is tied to. We will prove an increase in enterprise value with our data science backed reporting.

Growth Intelligence PlatformTM

Our research methodology has driven measurable growth for 287+ mid-market clients 

We have a proprietary process to diagnose your highest ROI opportunities and then build a customized roadmap to increase enterprise value in the next 12 months.

5 Phase Category Design ProcessTM

Repositioning a company must be based on an iterative approach. There’s no realistic way to pivot your messaging across marketing and sales in one quarter. It requires in-depth market research, customer insights and data analysis.

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Exit Drift Diagnostic

01

Category Landscape Analysis

Uncover your category potential, find the white space in the market, and map your difference

02

Growth Intelligence

Conduct research and analyze data to define the problem, develop your POV, and find your super consumers

03

Name, Frame & Claim Your Category

Create a clear vision for how you describe your business so you scale into a category of one

04

Category Language & Differentiation

Develop language that resonates with your super consumers by rejecting the premise your category is built on

05

Build Lightning Strike Operations

Build the team, process, roadmap, and workflows to rapidly execute on your category design

Exec & VP Level Growth Expertise, Ready When You Need It Most

The ThetaMark model helps to bridge the gap between missing capabilities, lack of bandwidth, budget constraints and your urgent need to increase enterprise value.
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You get a dedicated team including Executive and VP level experts. You also gain access to the talent in our Enterprise Value Network which provides speed and efficiency in filling capabilities for next quarter’s growth projects.

Proven Results for Mid-Market SaaS

191%

Increase in SQLs
in 9 months
$510M ARR SaaS & Services
AI Data Annotation & Model Evaluation
Category Design
Business Intelligence
Market Intelligence
Website Optimization

136%

Increase in MQLs
in 6 months
Series C Funded B2B SaaS
eSignature Platform
Category Design
Customer Intelligence
Sales Optimization
Marketing Optimization

$2.89M

Increase in Incremental Annual Revenue
in 6 months
B2B SaaS
Quality Management System & Compliance
Category Design
Business Intelligence
Market Intelligence
Marketing Optimization

$6.68M

Increase in Incremental Revenue
in 12 months
B2B Professional Services
Global Recruiting & Consulting Services
Customer Intelligence
Business Intelligence
Market Intelligence
Website Optimization

$4.64M

Increase in Incremental Revenue
in 6 months
Series C B2B SaaS
Cybersecurity & Compliance
Customer Intelligence
Market Intelligence
Marketing Optimization
Website Optimization

$2.67M

Increase in Incremental Revenue
in 12 months
Series B SaaS & Services
Fintech & Financial Services
Customer Intelligence
Business Intelligence
Market Intelligence
Website Optimization
We diagnose Exit Drift & unlock enterprise value for PE-backed SaaS.
Exit Drift Diagnostic
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