A pre- and post-deal audit for VC funds and boards. It focuses on building the right constraints into GTM, exposing where the system is misaligned, and defining the actions needed to hit plan. GTM is your biggest investment: ~40% of SaaS revenue goes to marketing, sales, and customer success. Can you afford not to do it?
We focus on constraints. Most teams are doing too much. We isolate the few GTM problems that matter and show how to fix them.
We are ex-operators. We have run GTM under pressure and know what it takes to hit plan. This is not consulting theory.
We align investors and CEOs. We make sure strategy, people, and structure work together so growth targets are achievable.
Edwin is one of the best out there when it comes to advisory related to go to market / marketing in the enterprise SaaS world — both software and services.
He's been invaluable to our team at @Tercera in helping diligence companies and providing super helpful guidance to our portfolio companies. His frameworks, approach and importantly style is engaging and efficient.
Super thankful to work with him in prior lives and ongoing as part of his role in our Tercera Advisor Network!
Edwin was a pleasure to work with and gave excellent go-to-market strategy insights during the due diligence of a B2B SaaS investment we made at Octopus Ventures.
He gave tailored advice and recommendations and was not afraid to make out of the box suggestions on S&M org structure and customer acquisition & upsell strategies.
I would highly recommend Edwin for GTM Strategy advice and due diligence.
Ed is encyclopaedic when it comes to the latest go-to-market strategies for B2B SaaS businesses. For me, he is a go-to reference point on all things marketing. With his broad view and deep experience, Ed is able to distill complex concepts down to actionable insights.
Ed is a pleasure to work with, generous with his time and his network. He has made a real difference to businesses I am involved with. I always learn something new talking to him.
Ed is encyclopaedic when it comes to the latest go-to-market strategies for B2B SaaS businesses. For me, he is a go-to reference point on all things marketing. With his broad view and deep experience, Ed is able to distill complex concepts down to actionable insights.
Ed is a pleasure to work with, generous with his time and his network. He has made a real difference to businesses I am involved with. I always learn something new talking to him.
Edwin is one of the best out there when it comes to advisory related to go to market / marketing in the enterprise SaaS world — both software and services.
He's been invaluable to our team at @Tercera in helping diligence companies and providing super helpful guidance to our portfolio companies.
His frameworks, approach and importantly style is engaging and efficient. Super thankful to work with him in prior lives and ongoing as part of his role in our Tercera Advisor Network!
Ed worked with Evotix from December 2021 to April 2022 to support our marketing team while we established new leadership and engaged and onboarded agencies.
Ed provided advice to me (CEO — but effectively acting CMO over this period) and coaching and support to the team collectively and individually. Ed has deep and practical insight into all aspects of marketing and was always available and helpful.
He has a framework or template for everything!! We thoroughly enjoyed working with him.
We engaged Ed to carry out a full Marketing and Sales due diligence. He not only provided us with a honest and frank review of how we are working, but also some fantastic insights and recommendations that have now been embraced by the team.
Wouldn't hesitate for a second in recommending Ed after getting to know him during our funding round last year.
The DD project undertaken was pretty unique from my perspective in the way that it got the job in hand done, but also really helped me enhance my thinking around things we should be doing at Delio post investment.
Often the report output is a means to an end but Ed's work has been something tangible that we've been able utilise going forward. I continue to stay in touch with Ed as we look at other ways of working together at Delio now and in the future.
Edwin has been a delight to work with and exceptionally valuable to the work we do with young companies.
He has helped struggling companies to turnaround their challenged marketing strategy, as well as support growing companies to further refine their value proposition.
On top of that, he's educated our investment team on what good looks like in sales systems and processes. Edwin also isn't afraid to advise on sectors beyond his classical SaaS experience — something that's very helpful for generalist investors. Thank you Ed!
We run a structured GTM audit pre- or post-deal. This exposes the real root causes in strategy, people, and issues that are blocking growth. We look at data, people and process.
We align investors, CEOs, and GTM leadership around the facts. Everyone sees the same issues, the same constraints, and the same priorities.
We show the specific fixes that matter most. Instead of spreading teams across endless activity, we focus on the few constraints that unlock growth. The company acts on the changes required to hit plan, and we can support execution directly through our GTM Accelerator if needed.
Decisive action replaces months of drift. Investors protect capital, boards regain confidence, and CEOs know exactly how to move their GTM system forward.
It exists to help you make better GTM decisions, faster.
An in-depth GTM review using our operator’s checklist with practical actions for investors and CEOs pre-deal, post-deal, and mid-cycle when growth stalls.
Full assessment against 200+ GTM capability points
Challenge assumptions of the core investment case. Take actions and deal with things early
Full data analysis, stakeholder interviews, and asset reviews
Visual dashboard insights detailing capabilities and fixes to speed up growth plan
Full written report + recommendations debrief, including a priority roadmap of fixes
Investors & VCs gain clear visibility of GTM gaps + identify actions to resolve critical growth areas
COMING SOON: 6-12 month accountability and milestones module to align VC and portfolio company
Designed for investors and CEOs pre-, post-, and follow-on (stalled mid-cycle) investment to uncover GTM gaps and deliver practical actions that drive value creation.
Red flag exercise looking at specific areas or concern i.e. strategy, proposition, GTM or people, and more
Challenge assumptions of the core investment case. Take actions and deal with things early
Data analysis, stakeholder interviews, and asset reviews
Bespoke feedback, insight on areas for concern and action steps to resolve
Investors gain clear visibility of GTM gaps + identify actions to resolve critical growth areas
Ideal for Investors / CEOs who are unsure GTM is working, are looking to raise in the next 6-12 months
COMING SOON: 6-12 month accountability and milestones module to align VC and portfolio company
GTM is your biggest investment: ~40% of revenue is spent on marketing, sales and customer success in public SaaS companies. However, since 2022, GTM ROI has regressed dramatically: growth rates have cut in half yet costs have decreased by only 10-20%.
Commercial diligence is static. It looks at market size and demand at a point in time. GTM diligence is dynamic. It tests whether the company has a repeatable system to capture that demand and scale.
The real risk starts after the money goes in. GTM diligence does not stop at a report. It builds a 100-day plan with the leadership team so focus, rhythm, and execution are in place from day one.
Because they know GTM is the biggest use of capital and the main reason companies miss plan. Market leaders treat GTM diligence as essential to protect their investment and give CEOs the support needed to execute.
It is not just about diagnosing risk pre-deal. GTM diligence builds a roadmap for execution so CEOs and leadership teams know exactly what to fix, stop, and focus on to scale past $20M+ ARR.
The process takes maximum 3 weeks (4-5 dependant on stake-holder availability / documentation.
PREMIUM: This audit utilizes the entire Demand Karma framework and is mainly used by VCs, investors, and private equity firms before investing. It is not a typical commercial due diligence review focused on financial data. Instead, it offers practical insights into what actions are needed in marketing, sales, customer success, and overall alignment to drive revenue growth. This audit suits companies at various growth stages, aiming to scale from $1 million to $5 million, $5 million to $15 million, or $15 million to $25 million.
LITE: This audit is tailored for CEOs and investors who need specific insights or a quicker turnaround. It focuses on particular issues, such as evaluating the marketing team's capabilities, strategies, and execution. The bespoke audit is ideal for addressing specific concerns, like funnel conversion rates, CMO or CRO performance, or value proposition effectiveness. It provides fast, sharp answers to help resolve targeted problems.