You can't see beneath the metrics your portcos self-report. Each portco's revenue leader runs Management OS on their own CRM, so every company works to the same weekly forecast and coaching standard.
The sales management operating system built for leaders and used by their teams: insights, coaching and actions to develop yourself, your team and your business.
30 minutes, operator to operator, about your portfolio.
Read-only to every CRM
Standard published packages
Fund-level rollup on the roadmap
One number across the company with the evidence under it: which deals are real, who is coaching, and where the quarter moves, on live screens. Watch on YouTube (opens in a new tab)
Top-quartile sales managers hit 115% of team target, bottom-quartile 76%: $3.5M per manager of about nine reps at $1M quota. Vantage Point Performance, 2016
Desk · Develop Your Business · Daily Brief
Enlarge
Live product
The Vantage Point study is from 2016: 518 sales managers across a dozen global sales forces. The $3.5M is the author's arithmetic, assuming a $1M annual quota for each rep.
Because they reach you filtered through the operators being measured: twelve dashboards on twelve CRMs, each with its own definition of pipeline and its own forecast discipline, or none. Checking them one by one takes time you don't have.
This quarter
You find out late, and you can't reproduce the wins.
When a portco misses, you hear about it late. When one is quietly excellent, you can't yet say why.
The next fund
“We select well” is table stakes.
The next fund is raised on a value-creation story. What sets it apart is evidence of how you make companies better after the check clears.
Another layer, or a standard
Why not another reporting layer?
Because a report waits on numbers someone sends you. A standard runs inside each portco every week, and the revenue leader adopts it because it makes their own job easier.
Feature
Another reporting layer
A consultant's playbook
Management OS at each portco
Who runs it
You, chasing each portco for the numbers
The consultant, for the length of the engagement
Each revenue leader, every week
What the revenue leader gets
Another request for numbers
A method to put in place
Forecast Call Prep at 9pm on Sunday, and every 1:1 prepped 30 minutes before it starts
What reaches you
Metrics filtered through the operators being measured
A playbook and a readout
The weekly forecast and coaching read from each portco's own CRM, forwarded by its revenue leader
What happens next
The next report
The team keeps what it can once the engagement ends
The next move, drafted for the revenue leader
Automations · Daily and weekly rituals
Enlarge
Live product
What each portco runs
What sits under a revenue leader's forecast call?
The same weekly read at every portco: whose forecast holds as called, who needs coaching, and the move for each. If the portco takes Marcus's forecast as he called it, his slipped deals end up in the number they report to you.
Coaching · This week's coaching focus
Enlarge
Live product
Every screen here is the live product, on our demo workspace, Cipher Atlas. Its CRM uses real company names as accounts; none of those companies is a Management OS customer.
How a partnership starts
How does a fund put one operating standard across its portcos?
One portco at a time, as each revenue leader adopts it. A CEO who says no doesn't block the rest of the portfolio.
First, a conversation
Founder to operator: your portfolio, your value-creation thesis, and where the gap in what you can see actually bites.
Then, one portco proves it
The portco's revenue leader signs up on the package that fits their team and runs the 30-day trial on their own CRM. Card required. Cancel before day 30 and pay nothing. See how a portco runs it.
Then, the portfolio
Each company starts on the standard published packages, from $1,250 a month. Anything across the portfolio is a conversation with Jason.
Where it's heading, said plainly. A fund-level rollup and cross-portfolio benchmarking are not built yet. We'll build them with partners and won't claim them until they ship. If someone promises you a live cross-portfolio rollup, ask them to show it.
Proven by hand before it was software
Built by an operator who scaled the motion you're reproducing.
Jason Mesiarik spent twenty years installing the revenue motion at scale. He integrated sales organizations through the MCI and Verizon merger and Verizon's bolt-on acquisitions, and has sat across the table from boards and sponsors. Management OS, patent pending, runs that method on each company's own data, every week.
Results Jason led as an operator, using the method Management OS now runs. They are his results, not Management OS customer results.
Read-only to your CRM. Management OS never creates, changes or deletes a CRM record. No training on customer data. Trust & Security · Sub-processors · DPA
Questions
Questions operating partners ask
Can Management OS roll up across a portfolio?
Not yet. Fund-level rollup and cross-portfolio benchmarking are on the roadmap. Today each portfolio company runs Management OS on its own CRM against the same operating standard.
What does the operating partner see today?
What each portco's revenue leader forwards: the Monday Intelligence Brief from that company's own CRM. A fund-level view is on the roadmap.
What does it cost per portfolio company?
Each company starts on the standard published packages, from $1,250 a month, shown on the pricing page. Anything across the portfolio is a conversation with Jason.
What if a portco CEO won't deploy it?
Then it isn't deployed there. Adoption goes company by company, so a holdout never blocks the rest of the portfolio.
What if Management OS changes its prices or terms?
Prices change only with at least 30 days' notice, and a portco can cancel before a change applies (Terms, Section 6.4). It can export its data on request at any time.
On day 30 the trial becomes the package and billing you chose at sign-up, unless you cancel: from $1,000 a month billed yearly, or $1,250 billed monthly. See every package.
