Don’t let the quarter end explaining what went wrong.
Fix it now.
Private Operating Firm | Revenue Recovery. Strategic Execution. Operational Precision.
Fighting fires under $50M or scaling toward an exit above it, the outcome’s identical: stronger systems, faster revenue, lasting momentum.
Pipeline dead. Executive just quit. Board meeting in 30 days. Marketing burning cash, zero results. You can't wait 6 months for a hire. We parachute in Monday, fix what's killing revenue, and leave you stronger. 40 years of scar tissue. Zero ramp time.
Who We Are
*True Change Global Fund
*American Red Cross
*SmartFastCreative
*Kerry Publishing
*SpectorSoft
*Veriato
*Havilah Group
*Bankrate.com
*RetailMeNot.com
*Veriforce
Affinitiv
*Vysk
*Outseer
Who We Are *True Change Global Fund *American Red Cross *SmartFastCreative *Kerry Publishing *SpectorSoft *Veriato *Havilah Group *Bankrate.com *RetailMeNot.com *Veriforce Affinitiv *Vysk *Outseer
Former CMOs, CROs, COOs who built $1B+ companies, led exits, and already solved your exact problem 47 times. We're not consultants. We're operators who execute. We start next week. We leave you stronger.
PROOF: WE'VE ALREADY SOLVED YOUR PROBLEM
→ RetailMeNot: Scaled to $1B+ IPO, 124M users
→ Veriforce: Led to Apax Partners exit, 2024
→ Post-Crisis Pipeline: Rebuilt $2M in 6 weeks when pipeline hit zero
→ Demand Gen Overhaul: 150% pipeline growth in 12 months
→ 8 M&A Integrations: Zero revenue loss, zero talent flight
→ PE Portfolio: 10x revenue growth, multiple companies
→ Unit Economics Fix: Cut CAC 25%, increased LTV 40%
→ Churn Crisis: Reduced 50%, lifted NPS +35 points
Industries: SaaS • Cybersecurity • Energy • FinServ • Healthcare • E-commerce
Stages: Pre-revenue to post-IPO • Turnarounds to scale-ups • PE-backed to founder-led
Revenue Impact: $500M+ delivered across 40+ engagements
If It’s Killing Revenue, We Fix it
💰 REVENUE KILLERS Pipeline at zero • Marketing burning cash • Sales demos going nowhere • CAC destroying margins • Leads garbage, sales furious
⚙️ OPERATIONAL BLEEDING Team drowning in chaos • Systems don't talk • Everything manual • Can't see what's happening • Burning money on unused tools
🔄 M&A REVENUE RISK Post-close chaos • Customer and talent flight • Two systems, zero integration • Deal economics dying
👥 LEADERSHIP GAPS CMO/CRO/COO just quit • Seat empty, team rudderless • No succession plan • Retention death spiral
📊 BOARD & INVESTOR PRESSURE Can't answer board questions • 90 days to funding, metrics shaky • Exit prep messy • Operations held together with hope
📉 CUSTOMER REVENUE LEAKING Churn climbing • NPS tanking • Onboarding broken • Support overwhelmed • Adoption dying
🎯 STRATEGIC INITIATIVES STALLED M&A integration stuck • New market launch paralyzed • Rebrand dead • Partnerships generating zero revenue
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“Revenue & Turnaround
“We were staring at a 40% revenue drop and a furious board. Trellis came in, diagnosed the problem in days, rebuilt the GTM, and we closed the quarter up 22%. I’d hire them again tomorrow.”
— CEO, SaaS Portfolio Company
HOW FAST WE MOVE
Week 1: We're inside your business. Talking to your team. Reviewing data. Identifying the 3-5 revenue killers.
Week 2: You get the truth: what's broken, what it's costing you, how we fix it. No slides. Just the plan.
Week 3-8: We execute with you. Rebuild pipeline. Fix ops bottlenecks. Align teams. Install revenue dashboards. Get money moving again.
Month 3+: We transfer everything. Train your team. Document the systems. Make you self-sufficient. Stay on speed dial for the next crisis.
You're profitable and strong. We're gone or we stay for the next mountain.
THE REAL COST OF WAITING
Build Traditional Leadership Team:
CMO + CRO + COO = ~$1M/year + equity + overhead
6-12 months to hire, onboard, hope they work together
Risk they fail, you start over
Politics, competing agendas, empire-building
Call Trellis:
All three functions, fractional, battle-tested
Start Monday
40 years of proven revenue execution
Zero politics, overhead, or ramp time
Save ~$850K in year one. Save 9 months you don't have.
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Marketing & Pipeline
“Our marketing was burning cash with zero pipeline to show for it. Within six weeks, Trellis had redefined our ICP, rebuilt our funnel, and doubled qualified leads. It’s the first time I’ve seen strategy turn into actual deals that fast.”
— Chief Revenue Officer, B2B Tech Firm
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Strategy & Leadership Gap
“We lost our CMO mid-quarter. Trellis stepped in that Monday, stabilized the team, launched a campaign, and delivered the numbers. No slide decks—just execution.”
— CEO, PE-Backed Healthcare Platform
WHY COMPANIES CALL US (REAL TALK)
They're tired of:
Expensive hires who take 6+ months to ramp and might not work out
Consultants who deliver slides but no revenue
Teams stretched so thin they can't execute strategic work
Burning runway waiting for Superman to apply
They call us because:
We've already built what they're trying to build
We move at the speed of urgency, not corporate process
We're accountable for revenue and outcomes, not activity
We cost less than one senior hire but deliver like a full C-suite
We make them self-sufficient, then stay available for the next crisis
WHAT YOU'RE ACTUALLY BUYING
NOT THIS:
Discovery phases that never end
Frameworks that don't survive reality
Junior people learning on your dime
Advice with zero accountability
Theory from people who've never run the thing
YOU GET THIS:
Speed: Delivering results Week 1, not Month 6
Truth: What's broken, what it costs, how to fix it
Execution: We build, launch, optimize—not just strategize
Battle scars: 40+ years solving problems you're facing now
Flexibility: Exit clean or stay for next chapter—your call
Always available: On speed dial after you're self-sufficient
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Post-M&A Integration
“We’d just acquired three companies and chaos hit instantly—duplicate systems, talent flight, customer confusion. Trellis built a clean integration plan, unified the GTM, and kept every key account. They protected the deal’s value.”
— Operating Partner, Private Equity Firm
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Operational Clarity
“We didn’t need another consultant telling us what’s wrong. Trellis gave us visibility, process, and rhythm in 30 days. Our teams are aligned, and the dashboards actually mean something.”
— COO, Industrial Services Company
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Scale & Exit Readiness
“We were growing fast but messy. Trellis tightened operations, documented systems, and turned us into a buyer-ready company. The exit closed at 1.3x the expected multiple.”
— Founder & CEO, $80M SaaS Company
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Culture & Execution
“They didn’t just fix our systems—they trained our team to think differently. Revenue improved, morale improved, and we stopped chasing noise. They left us stronger.”
— Chief People Officer, Consumer Tech Company
Pick Your Crisis
For C Suite Leaders
Bring us in when:
Inherited predecessor's disaster → Need to triage and rebuild fast, your name on it
CEO just added two strategic initiatives → Already at 110%, need peer-level operator
Board wants proof in 90 days → Need execution insurance, can't miss this
Team lacks critical experience → Demand gen, M&A, ops transformation—need expert fast
Know what needs to change, need air cover → Need external validation to make hard call
New to role, steep curve → First-time exec, need experienced operator alongside
Drowning in workstreams → Need someone who can own parallel track and deliver
Need to deliver under pressure → Your credibility on the line, need backup that makes you look good
For PE Firms
Deploy us when:
Just closed platform buy → Need operational leadership day one
Portco missing plan → Revenue stalled, thesis at risk, need turnaround
12-18 months to exit → Need EBITDA lift, multiple expansion, clean ops
Rolling up acquisitions → Need repeatable integration playbook that works
Management team gap → CMO/CRO/COO gone, can't leave seat empty during search
Growth stalled → Good company, needs operational horsepower to hit milestone
Value creation pressure → Need margin improvement, revenue acceleration, scalable processes
Pre-exit prep → Need clean data room, documented systems, buyer-ready operations
For CEO’s & Founders
Call us when:
Board just asked questions you couldn't answer → Confidence eroding, need data fast
CMO/CRO/COO just quit → Leadership vacuum killing revenue, need interim now
Marketing spending, pipeline not moving → Burning cash, need pipeline rebuilt
90 days to funding round, metrics shaky → Need proof of growth, fast
Just acquired company, no integration plan → Revenue and talent at risk
Team drowning, velocity dying → Need operational systems that scale
Sales busy, deals not closing → Pipeline stuck, need revenue architecture fixed
Exit prep, operations messy → Need to look investable, not fixable
Investors getting nervous → Need quick wins, restored confidence
COMPANIES OVER $50M? You're not in crisis—you're optimizing for the next level.
FOR COMPANIES UNDER $50M:
Your Revenue Is Stalled. We Unstall It. This Week.
Executive just quit. Pipeline dead. Board meeting in 30 days. Post-merger bleeding talent and money. You can't wait 6 months for a hire. We parachute in Monday, fix what's killing revenue, and make you self-sufficient. 40 years of operational scar tissue. Zero ramp time. Gone when you're strong.
FOR COMPANIES OVER $50M:
You're Not in Crisis. You're Optimizing for the Next Level.
Your revenue is growing. Your team is capable. Your operations are solid. But you're staring at high-stakes initiatives that will define the next 12-24 months—and your team doesn't have the bandwidth, specialized expertise, or external perspective to execute them without dropping other priorities.
That's where we come in.
We embed as interim executives, integration leaders, and project operators who own complex workstreams your internal team can't carry—then we transfer everything and exit clean.
WHEN $50M+ COMPANIES CALL US
EXIT PREPARATION (12-18 Month Window)
The Situation: You're positioning for acquisition or exploring strategic alternatives. Buyers will scrutinize operations, margins, systems, and scalability. Right now, your operations work—but they're not buyer-ready.
What's at Stake: Every operational weakness becomes a discount in valuation. Clean operations, documented processes, and scalable systems drive multiples.
What We Do:
Professionalize financial reporting and operational dashboards
Document tribal knowledge and create transferable processes
Improve margins through operational efficiency (not headcount cuts)
Build leadership succession plans that reduce key-person risk
Prepare clean data rooms and operational due diligence materials
Install scalable systems that prove the business can grow post-acquisition
Recent Example: $120M SaaS company preparing for strategic exit. Cleaned operational infrastructure, improved EBITDA margins 8%, documented all critical processes, built executive succession plan. Sold 14 months later at 1.4x higher multiple than initial projections.
Timeline: 12-18 months, flexible engagement model
M&A INTEGRATION (Post-Close Execution)
The Situation: You just acquired a company (or multiple companies). Two cultures. Overlapping systems. Duplicate roles. Customer confusion. Integration complexity your team has never faced at this scale.
What's at Stake: Most M&A value destruction happens in months 1-6 post-close. Poor integration bleeds revenue, loses talent, and destroys deal economics.
What We Do:
Lead 90-180 day integration roadmap: systems, teams, customers, culture
Triage duplicate functions and make tough organizational decisions
Merge tech stacks without disrupting revenue operations
Unify go-to-market and eliminate customer confusion
Retain critical talent through transition periods
Maintain revenue momentum while integration happens
Recent Example: Led integration of 8-company roll-up across $300M+ combined revenue. Unified systems, merged cultures, retained 98% of key talent, maintained 102% of revenue projection through integration period.
Timeline: Immediate start, 90-180 day intensive engagement
INTERIM EXECUTIVE LEADERSHIP (3-9 Months)
The Situation: Your CMO, CRO, or COO departed (or is being transitioned out). You need 4-6 months to conduct a proper search. You can't leave the seat empty, but you also can't rush a bad hire.
What's at Stake: Leadership vacuums stall momentum. Teams lose focus. Strategic initiatives die. Competitors gain ground. Every week without leadership costs revenue and credibility.
What We Do:
Step in immediately as acting CMO/CRO/COO
Stabilize the function and maintain team performance
Execute critical initiatives during transition period
Provide candid assessment of team capability for incoming leader
Onboard permanent hire when selected
Transfer complete context, relationships, and momentum
Recent Example: Interim CMO for $150M PE-backed software company during leadership transition. Maintained marketing operations, launched two major campaigns, rebuilt demand gen engine, hired and onboarded permanent CMO. Zero momentum lost during 7-month search.
Timeline: Flexible 3-9 month engagements, start within days
STRATEGIC INITIATIVE OWNERSHIP (6-12 Months)
The Situation: Your CEO or board mandates high-value strategic projects: new market expansion, major rebrand, partnership ecosystem build, enterprise sales motion launch, operational transformation. Your team is already at capacity.
What's at Stake: Strategic initiatives fail because they become "someone's extra job." Without dedicated ownership, they drag for 18 months, burn budget, and deliver weak results.
What We Do:
Own the initiative end-to-end as dedicated operator
Build cross-functional project teams and drive execution
Remove internal roadblocks and maintain momentum
Report directly to CEO/board with transparency on progress
Transfer ownership to internal team once operational
Exit clean when initiative delivers
Recent Example: Owned enterprise go-to-market launch for $80M mid-market SaaS company. Built enterprise sales team, created new pricing/packaging, launched ABM program, closed first $1M+ deals within 6 months. Transferred to internal team, exited after 10 months.
Timeline: 6-12 months depending on scope
OPERATIONAL LEVERAGE (Ongoing Advisory)
The Situation: You're scaling from $50M to $100M+ (or $100M to $250M+). Your operations worked at the previous scale but are starting to crack. You need operational expertise to scale without proportional headcount growth.
What's at Stake: Scaling by just adding headcount destroys margins and creates chaos. Smart scaling requires systems, automation, and operational leverage.
What We Do:
Audit operations and identify bottlenecks killing efficiency
Design scalable processes that support 2-3x growth
Install automation and systems that replace manual work
Build operational dashboards that create visibility without meetings
Coach leadership team on operational best practices
Provide ongoing strategic guidance (monthly or quarterly)
Recent Example: $90M professional services firm scaling to $200M. Rebuilt project management systems, automated client onboarding, created capacity planning models, reduced operational overhead 15% while doubling revenue.
Timeline: Flexible ongoing engagement (monthly/quarterly check-ins + project work)
VALUE CREATION MANDATES (PE Portfolio)
The Situation: PE firm acquired your company with clear value creation targets: EBITDA improvement, revenue acceleration, margin expansion, operational excellence. Your team knows the business but lacks PE playbook expertise.
What's at Stake: Missing value creation milestones impacts exit valuation and follow-on funding. PE firms have limited patience for "we're working on it."
What We Do:
Execute PE firm's value creation playbook with your team
Identify quick-win margin improvements without cutting muscle
Accelerate revenue through GTM optimization and pipeline discipline
Professionalize operations to support higher multiples
Build board reporting that demonstrates clear progress
Partner with PE operating partners as embedded execution team
Recent Example: PE-backed $70M software company with flat growth. Rebuilt revenue operations, improved sales efficiency 40%, launched customer success program that reduced churn 35%, improved EBITDA margins 12%. Company hit value creation targets 8 months ahead of plan.
Timeline: 12-24 months, aligned with fund hold period
HOW WE ENGAGE
Three Engagement Models:
1. Interim Executive (3-9 months)
Full-time embedded leadership during transitions
Act as CMO/CRO/COO until permanent hire onboards
Maintain operations, execute strategy, lead team
Pricing: Fractional executive rate, monthly retainer
2. Project Operator (6-12 months)
Own specific strategic initiative end-to-end
Dedicated bandwidth for high-stakes projects
Build, execute, transfer to internal team
Pricing: Project-based or monthly retainer
3. Strategic Advisor (Ongoing)
Monthly/quarterly strategic guidance
Operational audits and optimization recommendations
Executive coaching and board preparation
Pricing: Advisory retainer, flexible engagement
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Board-Level Trust
“I don’t know how they moved that fast, but they did. Every deliverable, every number—on time and right. Trellis gave us back control and credibility with the board.”
— Board Director, Energy Portfolio Company
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Strategic Growth / Market Expansion
“We weren’t broken—we were stuck. Trellis helped us see the next growth path, rebuilt our pricing and GTM from the ground up, and opened two new markets in under six months. They think like operators and execute like owners.”
— President, Global SaaS Platform
Stop Waiting. Start Fixing.
Every week you wait costs you: → Revenue you're not closing → Talent you're losing → Board confidence eroding → Competitors gaining ground → Runway burning
Call us today. Start Monday. Fix this. We respond in 24 hours.
