For PE firms, portfolio companies & B2B GTM leaders
ICP and customer segmentationfor B2B companiesdelivered in weeks, not months
Expert-led ICP and customer segmentation on your data — actionable in weeks, not months.
A scoped engagement on your customer data — timeline and deliverables shaped to your deal or operating context. For GTM leaders building focus in-house, or PE teams running diligence and portfolio support. Expert-reviewed outputs without a million-dollar, months-long consulting program.
Design partners work with us ongoing to build living ICP—automated, CRM-connected, and updated as your pipeline wins, loses, and moves.
What lands on your desk
Board-ready segmentation and ICP deliverables — not a progress bar. Sample excerpts below (redacted).
Segment breakdown
Revenue-weighted segments with named profiles
| Segment | Accounts | ARR % |
|---|---|---|
| Enterprise Platform Buyers | 142 | 38% |
| Mid-Market RevOps Leaders | 318 | 29% |
| Growth-Stage Founders | 89 | 18% |
| Long-tail / non-core | 204 | 15% |
Value × potential matrix
Prioritize expansion vs. protect vs. deprioritize
One-page ICP summary
Executive-ready ideal customer definition
Primary ICP
B2B SaaS, $15M–$80M ARR, US/EU, sales-led motion
Firmographic
200–800 FTE · Multi-product
Technographic
Salesforce + modern data stack
Qualifiers
- Dedicated RevOps or sales ops function
- Repeatable outbound or ABM program
Disqualifiers
- PLG-only with no sales team
- < $2M ARR without expansion budget
Exec deck slide
Investment committee / board-ready framing
Portfolio Co. · Segmentation
Three segments drive 85% of ARR
Recommendation: concentrate GTM on Enterprise Platform Buyers; rationalize long-tail.
ICP & segmentation engagement
The platform is the engine. The engagement is what you buy.
Due diligence
Compress market segmentation and ICP work into the DD window. Validate thesis, concentration risk, and growth pockets before close.
Portfolio support
Give portco management a crisp ICP, segment priorities, and GTM implications — not another months-long advisory workstream.
Expert review
Humans in the loop on every engagement. Output quality is guaranteed; segment names and narratives are client-ready.
Who we work with
Same engagement model — scoped to whether you are the sponsor or the operating company.
Private equity
Due diligence, thesis validation, and portfolio company GTM support on compressed timelines.
Learn more →Companies
CEOs and GTM leaders who need ICP and segmentation grounded in their customer data — PE-backed or independent.
Learn more →How an engagement works
Kickoff & scope
Align on DD vs. portfolio context, data requirements, and deliverable format.
Data & analysis
Secure ingest of customer data; platform runs row-level ICP and segmentation.
Expert review
We refine segments, narratives, and strategic recommendations with your team.
Deliver
Board-ready deck, exports, and walkthrough with operating partners or portco leadership.
Building your ICP playbook?
Our ICP guide is a long-form resource on frameworks, PE portfolio use cases, and segmentation methodology — built for inbound, not as an afterthought.
Read the ICP guide →Ready for a scoped engagement?
Scoped ICP & segmentation engagements with expert review — actionable in weeks, not months.
Want a low-friction look first? — then we'll schedule a call to scope the full engagement.