See your revenue leaks before the board does.
Forecast variance costs PE-backed portcos 2 turns of valuation. AIDE finds where and why in 48 hours.
A RevOps + FP&A advisory firm for PE-backed portfolio companies, delivering board-ready diagnostics through AIDE — our AI Intake & Diagnostics Engine — which decomposes every top risk across accounts, products, cohorts, and regions. Math reconciles to source data within ±5%. Vendor-neutral. Founder-led.
76-second AIDE walkthrough. Benchmarks pulled from real SEC 10-K data.
Built by a director- and executive-level RevOps and Finance operator with 12+ years across SaaS, Payments, and Global Services.
What the gap actually costs.
Benchmarks pulled from public sources your sponsor and auditors recognize.
Companies with >15% forecast variance trade at 4-6x EV/Revenue vs. 6-8x for accurate forecasters. On a $50M ARR portco, that's ~$100M of equity value.
Median mid-market portcos lose 6-8% of bookings through misaligned comp plans, slipped renewals, and CS coverage gaps. On $50M ARR, that's ~$3M annual leakage.
Finance teams in mid-market companies spend nearly half their time reconciling Sales, CS, and Finance data. Time not spent on planning, forecasting, or strategic partnership.
Does this sound like you?
The patterns I kept seeing across PE-backed portfolio companies. The reason I built RevGency.
Unreliable Forecasts
Forecast accuracy is routinely challenged by 15%+ variance. Each miss erodes board credibility and triggers value-creation-plan reviews.
Pipeline Visibility Gaps
Pipeline coverage looks strong on paper, but win rates and deal slippage suggest the real coverage is much lower.
Disjointed Data
The same metric shows different values across Sales, CS, and Finance. Reconciliation eats hours that should be spent on planning.
Misaligned Capacity
Hiring and capacity decisions are made without signal confidence. Plans get built on inputs no one trusts.
Compensation Misfire
Comp plans aren't translating into the behaviors or results you need. Attainment looks fine; ARR doesn't follow.
Unclear Growth Path
Growth strategy exists on paper, but execution lacks operational structure. NRR stays flat with no clear unlock.
If you nodded at two or more, book a call and let's walk through your numbers together.
The E.S.P.A.R.K. Advisory Framework.
Six stages. AIDE-powered diagnostics. AED-driven remediation. Human approval gates throughout.
Diagnose operating context and revenue architecture.
Identify structural tension between growth and financial control.
Define root-cause misalignment in forecasting and incentives.
Quantify economic leakage. AIDE-initiated, founder-vetted.
AED triages, designs, plans and builds remediation. Human approval gate at each stage.
Reinforce changes through embedded advisory cadence.
Every finding traceable to inputs, prompts, and benchmark sources. No black-box numbers.
What AIDE does.
Six capabilities that separate AIDE from generic AI tools, RevOps platforms, and traditional consultancies.
25-Module Diagnostic Matrix
One AI engine produces a board-ready diagnostic across 5 industries and 5 functions. What used to take a 6-week engagement now takes 5-10 days.
Industry-Tuned Prompts
The diagnostic asks the right questions for your industry, not a generic checklist. SaaS gets NRR and pipeline coverage. Fintech gets take-rate and cohort LTV.
Curated Benchmark Library
Every finding compared against top-quartile thresholds your sponsor and auditors recognize, pulled from public sources. No proprietary black-box numbers.
SEC 10-K Demo Picker
Test the engine on real public data from comparable companies before you ever sign an NDA. Try-before-you-buy in the PE-services space.
Reconciled Risk Breakdowns
Top risks decomposed across up to 4 dimensions: accounts, products, cohorts, regions. Math reconciles within plus/minus 5 percent. Every row traces to source. No competitor offers this.
Board-Ready PDF Export
Diagnostic outputs export as a board-ready PDF, bridging the gap between AI tool and consultancy deliverable. Drops directly into your next operating review.
Four deliverables. Designed to survive every room.
Each artifact purpose-built for a specific stakeholder. Reconciled to source data. Traceable to inputs.
Executive PPTX Deck
8-slide deck: cover, executive summary, 5-module findings, prioritized recommendations, 90-day plan, RACI matrix.
Remediation Roadmap
Sequenced PDF with prioritized actions, effort estimates, dependencies, named owners, risk register. Reconciled to source data.
Reconciled Risk Breakdowns
Top risks decomposed across up to 4 dimensions (accounts, products, cohorts, regions). Math reconciles within plus/minus 5%. Every row traces to source.
Embedded Advisor
Senior RevOps and FP&A operator embedded in your cadence. Advisory hours scale with engagement tier. Never junior consultants.
Four tiers. Setup plus subscription.
One-time setup gets you live. Monthly subscription keeps the diagnostic refreshing. Advisor hours scale with what you need.
Pulse
Entry tier, annual
One-time setup plus monthly subscription
2 hrs per month, 3 seats
- +1 to 2 AI Intake & Diagnostics Engine (AIDE) modules of your choice
- +Quarterly light pulse diagnostic
- +Reconciled risk breakdowns
- +Industry benchmarking
- +Below most CFO procurement thresholds
Operate
Flagship, annual
One-time setup plus monthly subscription
8 hrs per month, 10 seats
- +All 5 AI Intake & Diagnostics Engine (AIDE) modules
- +Monthly pulse and quarterly deep diagnostic
- +Reconciled risk breakdowns
- +Executive PPTX with custom narrative
- +Embedded advisor cadence
- +Power BI dataset
Scale
Embedded build, annual
One-time setup plus monthly subscription
25 hrs per month, 25 seats
- +Everything in Operate
- +Continuous roadmap maintenance
- +Expanded advisor cadence
- +Executive coaching sessions
- +Quarterly board prep support
Custom / PE
Portfolio, tailored
Multi portco, custom scoping
40 plus hrs per month, unlimited seats
- +3 plus portcos with per portco discount
- +Cross portfolio benchmarking
- +LP grade narrative
- +Embedded Operating Partner cadence
- +VCP alignment
Engagement pricing discussed on the call. Tailored to scope and team size. Annual contracts default. Month to month adds 25 percent premium. AED ships Q3 2026.
Services beyond the diagnostic.
When the diagnostic surfaces something worth fixing, these are the areas we go deep on together.
Revenue & Finance Sync
Connect pipeline, forecasting, and financial planning into one decision system. Eliminate the gap between Sales reality and Finance reporting.
Financial Planning
Design planning models that improve forecast accuracy and capital allocation. Bookings-to-revenue bridge, cash conversion, scenario planning.
Pipeline & Forecast
Improve pipeline quality and forecast reliability through structured governance. Deal-stage hygiene, conversion benchmarks, slippage controls.
Revenue Analytics
Unified analytics engine that delivers actionable insights across the enterprise. Cohort performance, funnel diagnostics, executive dashboards.
Sales Strategy
Segmentation, territories, and capacity models built for scalable growth. Quota-to-attainment ratios, ramp curves, coverage optimization.
Sales Compensation
Align incentives with revenue objectives to drive the right behaviors. Plan-to-pay alignment, accelerator design, attainment modeling.
The dashboards were fine. The data was there. The diagnostic layer was missing.
Twelve years across Revenue Operations and Finance leadership: Director of Global Revenue Operations at Kaseya, Director of Revenue Operations & Finance at Gartner advising CROs and RevOps leaders, Finance Director at Mastercard, and Head of Corporate Strategy & Finance at Western Union owning a $4B+ global business.
The pattern I saw in every role was the same: dashboards were sophisticated, the data was available, but no one was asking the right questions of the right data in a reasonable amount of time.
Forecast variance kept hitting 15%+. Pipeline coverage looked strong but deals slipped. NRR stayed flat and no one could explain why. Same story across SaaS, payments, and global services.
AI changes this. RevGency is the advisory firm I wish I'd had access to as an operator, and AIDE is the engine that lets us deliver it at the speed PE-backed companies actually need.
Simon Escobar
Common questions.
What PE operators and portco leaders ask before the first call.
How is RevGency different from a fractional RevOps consultancy?
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Fractional consultancies bill hourly for senior operators. RevGency leads with AIDE, our AI Intake & Diagnostics Engine, which produces a board-ready diagnostic in 5-10 days instead of 6 weeks. Operator-led delivery sits on top of that, not in place of it.
How is RevGency different from a generic AI tool?
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Generic LLMs can roleplay a consultant. AIDE is a diagnostic engine with industry-tuned prompts, a curated benchmark library, and a fixed result schema (Score, Findings, Risks, Recommendations, Quantified Impact, Benchmark table). Every output is traceable to inputs, prompts, and source.
What data do you need from us?
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For a Rapid Diagnostic, public data plus a few structured exports (pipeline, ARR waterfall, comp plan summary). For Full and Operating Partner engagements, read-only access to your CRM, billing, and BI stack. Read-only. No data retention beyond engagement. DPA available.
What does "PE-backed" mean for fit?
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We are tuned for PE-backed portfolio companies with sponsor-driven value creation plans. The diagnostic vocabulary, benchmarks, and deliverables (board deck, RACI, 90-day plan) are designed for that operating cadence. We work across the full mid-market and lower-upper-market range.
Who runs the engagement?
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A senior RevOps and FP&A operator runs every engagement. Senior operator on every call, never a BDR, never a junior consultant. AIDE accelerates the diagnostic; the human owns delivery.
Do you offer NDAs and DPAs?
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Mutual NDA before any demo or data exchange. DPA available on request. Master Services Agreement and Statement of Work for paid engagements.
Ready to see what's really going on?
One 30-minute call. We'll walk through your numbers and show you what the diagnostic would surface.
Book a 30-min Strategy Call→Free. No pressure. Actual operator on the call — not a BDR.