FOR PE FIRMS

GTM infrastructure built for portfolio value creation.

We work with PE operating partners and their portfolio companies to build the go-to-market systems that drive predictable revenue growth — from pre-acquisition diligence through post-close integration and organic scaling.

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THE PROBLEM WE SOLVE

Most portfolio companies have a revenue ceiling nobody can explain.

The product is strong. The market is there. But growth has stalled, forecast accuracy is poor, or the team keeps missing number. A new VP Sales hasn't fixed it. Neither has a new CRM.

The problem is almost always structural — a GTM motion built for an earlier stage, running a business that has outgrown it. The pieces are there. The system connecting them isn't.

That's where Black Bubble comes in. We diagnose the structural gap, build the operating system that closes it, and leave your portco with infrastructure that scales — without creating a dependency on us.

WHEN PORTFOLIO COMPANIES NEED US

Three situations we see most often.

Pre- or post-acquisition.

GTM diligence before close. Integration of two revenue motions, two tech stacks, and two sales teams after it. We've run this across six acquisitions inside PE-backed HealthTech — we know where the integration breaks down and how to prevent it.

Stalled organic growth.

ARR has plateaued despite a working product and an addressable market. The team is executing — but against the wrong process, with the wrong measurement, and without the infrastructure to scale past the current ceiling.

New leadership, no system behind it.

You've placed a new CRO or VP Sales. They have the experience. But they're inheriting a broken CRM, an inconsistent sales process, and a comp structure that incentivizes the wrong behavior. They need the infrastructure to execute — not just the seat.

TRACK RECORD

Built inside the ecosystem you're investing in.

Black Bubble's founder spent 13 years inside PE-backed HealthTech companies — not advising them from the outside, but operating inside them. He knows what the board asks at the monthly review, what the operating partner expects at the quarterly business review, and what it actually takes to build a GTM system that survives a leadership transition.

$46M
ARR scaled at a PE-backed portfolio company
6
M&A integrations led across a single platform
13 yrs
Operating inside PE-backed HealthTech
4
Organizations, same ecosystem
Experience built inside organizations backed by Vista Equity Partners · Summit Partners · Bain Capital Ventures · Cressey & Company · Evergreen
HOW WE WORK WITH PE FIRMS

From portco engagement to portfolio resource.

01

Portco engagement.

Most relationships start with a single portfolio company that has a specific GTM problem. We run the diagnostic, scope the engagement, and deliver a working system. Fixed-fee, defined timeline, clean handoff.

02

Results that speak for themselves.

We don't ask for portfolio-wide access. We earn it. When the work at the portco level is done and the results are visible, the conversation about other portfolio companies happens naturally.

03

Portfolio-level resource.

Operating partners working with multiple portfolio companies can engage Black Bubble as an ongoing GTM resource — available for diagnostics, build projects, and integration work across the portfolio at a defined cadence.

WHAT WE BUILD

Operational, not advisory.

Every engagement ends with something that runs — not a deck, not a set of recommendations, not a dependency on us. Here's what we typically deliver across portfolio company engagements:

  • GTM diagnostic across all 6M dimensions
  • ICP definition and market segmentation
  • Sales process design with stage exits and inspection criteria
  • Quota, territory, and compensation architecture
  • CRM build and data infrastructure
  • Pipeline and forecast reporting
  • Sales playbooks and enablement materials
  • Onboarding and ramp programs for new hires
  • M&A GTM integration across tech stacks and teams
  • KPI frameworks tied to board-level reporting

Working with a portfolio company that needs this?

Let's have a direct conversation about what's happening and whether we're the right fit. No pitch deck — just a working discussion about the problem.

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