Clarity and Control Of GTM Performance Across the Apax Portfolio
RevOper empowers Apax’s Operating Team with a unified platform that delivers real-time visibility into sales and go-to-market (GTM) performance across all portfolio companies. By seamlessly integrating data from diverse CRMs and providing out-of-the-box SaaS metrics, RevOper transforms fragmented information into actionable intelligence, enabling faster, smarter decisions that propel portfolio success.
The Problem
Apax portfolio companies are running on different CRMs—Salesforce, Dynamics, legacy systems—making it nearly impossible to get a consistent, aggregated view of go-to-market performance. Reporting is fragmented across dashboards and Excel files, resulting in manual work, inconsistent metrics, and delays.
There’s no simple way to benchmark performance across companies, identify underperformers early, or compare forecast accuracy, conversion rates, or pipeline health in a standardized way. This lack of unified visibility makes it difficult for Operating Partners to drive commercial excellence across the portfolio.
The Opportunity
RevOper gives the Apax Operating Team a single, unified platform to monitor GTM performance across the entire portfolio. With automated data aggregation across CRMs, out-of-the-box SaaS metrics, and AI-powered forecasting, RevOper enables consistent, comparable insights across companies—without the manual lift.
Operating Partners can benchmark performance, track trends, identify outliers, and drill down into what’s driving – or blocking – growth at every level. Whether you’re preparing board materials or diagnosing pipeline issues, RevOper gives you real-time clarity to take action faster and drive value creation with confidence.
What Apax Get With RevOper
Whether you’re rolling it out across a single portco or the full fund, RevOper gives you instant access to the metrics that matter—pipeline coverage, win rates, CAC, forecast accuracy, and more—all in one place. But this isn’t just backward-looking reporting. RevOper’s native AI surfaces forward-looking insights: predicting deal outcomes, spotting at-risk revenue, and flagging where teams need support before issues show up in the numbers. It’s the difference between reacting to performance and actively shaping it.
- Portfolio GTM Aggregation: One-click visibility across all portcos, including pipeline coverage, win rates, forecast accuracy, CAC, NRR, and more. Data from all portfolio companies is aggregated into a central dashboard, regardless of CRM, format, or data structure.
- Drill Into Individual Companies: Quickly identify outliers, compare companies, and track progress over time—down to rep-level performance.
- Compare AI Forecasts vs Manual: See where intuition aligns—or doesn't—with data-driven predictions.
- Flexible, Right Sized Implementation: Start with the metrics that matter most today. Build out over time. No overkill, just impact.
- Data-Agnostic & Integration Ready: Whether it's Salesforce, Dynamics, HubSpot, or Excel—we pull it together seamlessly.
- Value Creation Scorecards : Track GTM maturity and commercial readiness across companies using configurable scorecards.
- Document Intelligence:Upload board packs, sales decks, or internal docs and ask questions like, "What’s revenue growth over the last 2 quarters?
- Deploy in Any Portco in 24 Hours: RevOper can be deployed into any individual portfolio company in under a day, with no IT support required.
Let's Discuss
You don’t need another BI tool. You need a platform built for fast answers, not data wrangling. RevOper gives you:
- Fund-wide GTM oversight
- Automated reporting workflows
- Faster insight-to-action cycles
- Scalabe, repeatabe AI-driven GTM Insights
