Tools.
Working documents the Build Team hands to every new portfolio company. Interactive builders, calculators, and templates — fill them in, save your draft locally, export when you’re ready to ship.
The Core Value Equation
The one equation you need to cap off annual planning and to raise money. Where you are today, plus what you'll invest, equals the company you're claiming you'll become.
The ROI Persona Framework
Build buyer personas that tie every persona to the ROI you deliver and the message that lands. Personas, journey map, ROI impact map — fill in and export.
Marketing Funnel Builder
A working tool for portfolio CMOs and CROs to align Sales and Marketing on a shared deals goal. Document the buyer's journey, MQL/SAL/SQL stages, the handoff, and the operating cadence — then export your draft as Markdown or PDF.
The GTM Foundations Builder
Consolidate the six major elements of your go-to-market in one living doc — sales process, buying team, customer journey, tech stack, roles, and campaigns. Fill, save, export Markdown.
Value Messaging Framework
A Challenger-aligned worksheet for portfolio companies. Eight steps, three personas, five-question self-check. Export your draft as Markdown or PDF.