See your revenue leaks before the board does.
A Rev Ops & FP&A advisory firm for PE-backed SaaS companies, powered by our AI Intake & Diagnostics Engine (AIDE). Pipeline, forecast, and revenue architecture — benchmarked against top-quartile peers and delivered by seasoned operators.
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 in SaaS — including executive consulting at Gartner.
Does this sound like you?
The patterns I kept seeing across PE-backed SaaS companies — the reason I built RevGency.
Unreliable Forecasts
Forecast accuracy is routinely challenged by the board or PE sponsor.
Pipeline Visibility Gaps
Pipeline coverage looks strong on paper, but results consistently underdeliver.
Disjointed Data
The same metric shows different values across Finance, Sales, and CS.
Misaligned Capacity
Hiring and capacity decisions are made without signal confidence.
Compensation Misfire
Comp plans aren't translating into the behaviors or results you need.
Unclear Growth Path
Growth strategy exists on paper, but execution lacks operational structure.
If you nodded at two or more, book a call — let's walk through your numbers together.
What you walk away with.
Every diagnostic produces three deliverables — designed to survive every room at your company.
Executive PPTX deck
8-slide deck: cover, executive summary, 5 module diagnostics with findings, risks, and prioritized recommendations, 90-day action plan, and RACI matrix.
90-day action plan
Prioritized actions (High / Medium / Low), dollar-impact estimates, named owner functions. Designed to be adopted into your next operating review.
Power BI dataset
Structured CSV you can plug into your existing BI stack. Every benchmark, score, and recommendation tagged and exportable for your analytics team.
Three ways to work together.
Every engagement combines advisory expertise with our AI Intake & Diagnostics Engine (AIDE). Start with a diagnostic. Engage more deeply only when the findings justify it.
Diagnostic
One-time engagement · 5–10 business days
- →AIDE diagnostic on your data (Salesforce, HubSpot, or manual upload)
- →Executive PPTX deck with custom narrative
- →90-day prioritized action plan + RACI
- →Power BI dataset
- →2-hour advisory walkthrough with your exec team
- →1 week of follow-up advisory office hours
Operating Partner
Ongoing · 3-month minimum
- →Everything in Diagnostic
- →Dedicated RevOps + FP&A operating partner
- →Weekly advisory rhythm + forecasting/pipeline meeting participation
- →Board prep support
- →Quarterly AIDE diagnostic refresh
- →Cross-functional alignment with Sales, CS, Product
Portfolio
For PE firms · Multi-portco
- →Dedicated advisory team across 3–5 portfolio companies
- →AIDE diagnostic run per portco
- →Executive roll-up for PE Operating Partners
- →Cross-portco benchmarking
- →Value creation plan alignment
- →Individual portco deliverables
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.
Book a call →Financial Planning
Design planning models that improve forecast accuracy and capital allocation.
Book a call →Pipeline & Forecast
Improve pipeline quality and forecast reliability through structured governance.
Book a call →Revenue Analytics
Unified analytics engine that delivers actionable insights across the enterprise.
Book a call →Sales Strategy
Segmentation, territories, and capacity models built for scalable growth.
Book a call →Sales Compensation
Align incentives with revenue objectives to drive the right behaviors.
Book a call →M&A Support
Support the full transaction lifecycle, from diligence through integration.
Book a call →
The dashboards were fine. The data was there. The diagnostic layer was missing.
Over 12+ years I've led Revenue Operations and Finance teams in director- and executive-level roles at SaaS companies — including executive consulting engagements at Gartner serving Finance and RevOps leaders.
The pattern I saw repeatedly: the 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. Every company, same story.
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
Questions that come up.
What data do you need?
Is my data secure?
Who is this for?
What if I'm not PE-backed?
Will you upsell me?
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.