GTM Audit for SaaS & Technology Investors

Comprehensive commercial assessment that identifies risks, validates revenue assumptions, and provides practical roadmaps for portfolio value creation.

The Commercial Assessment Challenge

Your target investment demonstrates strong product-market fit, validated technology, talented founding team, and compelling market opportunity. The revenue projections appear achievable. The management team articulates confidence in their commercial capabilities.

But can they actually execute?

Ineffective founder-led to codified sales transition
Incentives fail to drive required behaviours
Support systems and infrastructure lag behind
Messaging and positioning drift from reality
Unit economics less attractive than metrics suggest
Quota under-performance reveals skills gaps
Siloed sales and marketing prevent pipeline generation
Unproductive processes constrain efficiency
Weak pricing strategy leaves value uncaptured
Ineffective hiring delays capability build
ICP ambiguity diffuses go-to-market focus
Organisational gaps create execution bottlenecks

These challenges are not edge cases; they are systematic patterns that destroy value across portfolios. The REVV GTM Audit identifies these risks and provides practical roadmaps to address them.

The 5-Pillar Assessment Framework

Systematic evaluation of interdependent commercial capabilities

Proposition

Market & Commercial Strategy

We assess whether your target company has clearly defined its market positioning and commercial strategy. Does the value proposition resonate with target buyers? Is differentiation sufficient and defensible? We evaluate ICP definition, segmentation logic, pricing strategy, competitive positioning, and whether the commercial strategy can sustain systematic customer acquisition at scale.

Process

Operations & Execution

We assess whether sales processes are documented, repeatable and improving. Does pipeline generation scale economically? We conduct forensic revenue bridge analysis, identifying how the company reaches its revenue targets through new logos, expansion, and retention. We assess pipeline coverage requirements, capacity modelling, forecasting accuracy, and whether the go-to-market execution model will deliver projected outcomes.

People

Capabilities & Organisation

We evaluate whether the team possesses the capabilities required to execute the revenue plan. Are there critical gaps in commercial leadership, sales skill and capacity, revenue operations, marketing infrastructure, or customer success? We assess current versus required staffing, evaluate leadership quality, quantify investment needed in talent and systems, and identify organisational design issues that will constrain execution.

Performance

Metrics & Scalability

We analyse the unit economics and key performance indicators that determine whether growth is sustainable and profitable. What are the LTV:CAC ratios when you include fully-loaded acquisition costs? We examine quota attainment distribution, pipeline coverage, productivity metrics, and leading indicators. We identify which customer segments drive profitable growth versus which destroy value despite contributing to revenue.

Partnerships

Ecosystem & Mobilisation

For businesses with channel strategies, we evaluate partnership effectiveness. How productive are partnerships relative to direct sales? We assess partner enablement quality, co-marketing effectiveness, integration partnerships, and whether the ecosystem approach creates or limits scaling potential. We examine whether partnership strategy aligns with overall go-to-market approach and resource allocation.

Assessment Tiers & Pricing

Flexible engagement models designed for investor timelines

Element SILVER GOLD PLATINUM
Assessment Type Light Comprehensive Enhanced
Best For Health check Deep dive Complex concerns
Fee £9,000 £15,000 £24,000
Timeline 1 week 2-3 weeks 3-4 weeks
Assessment Items 50 100 185
Revenue Bridge Analysis Basic Forensic Scenario Planning
90-Day Action Plan Overview Detailed Comprehensive
Progress Reviews 2 per year 4 per year
Debrief Presentation 30 minutes 60 minutes 90 minutes
Abort Fee £5,400 £9,000 £14,400

Our Approach

Systematic evaluation delivering actionable insights

Briefing

Initial consultation to understand your investment thesis, specific concerns, timeline requirements, and access to data and stakeholders. We tailor the assessment focus whilst maintaining comprehensive 5-pillar coverage.

Agreement

Clear scope definition including deliverables, timeline, stakeholder interview requirements, data access needs, and commercial terms. We confirm expedited response rate to meet investor deadlines.

Data Review & Analysis

Systematic examination of CRM data, financial models, sales metrics, marketing performance, organisational charts, compensation plans, customer data, and pipeline analysis. We conduct forensic analysis of actual performance versus reported metrics.

Stakeholder Interviews

Structured conversations with commercial leadership, sales team members, marketing, customer success, and select customers where appropriate. These interviews validate data findings and surface execution challenges not visible in quantitative metrics alone.

Output

Delivery of Board Report and Management Report with 90-day implementation plan. Debrief presentation to deal team and management walks through findings, answers questions, and ensures clarity on recommendations and implementation requirements.

Ready to Validate Your Investment Thesis?

Schedule a confidential briefing to discuss your specific requirements. We respond within 4 business hours and accommodate expedited timelines for active deal situations.

Schedule Your Briefing