Risk Revenue Assessment

The diagnostic engine behind everything.

We measure every dimension of the sales process - discovery, qualification, demos, proposals, deal stages, pricing, founder experience - and translate that into intelligence that powers both the Fund Dashboard and Revenue Architect.

For Funds

Fund Dashboard

  • Revenue Predictability Analysis
  • Portfolio Health Monitoring
  • Pre-Funding Due Diligence
  • Capital Allocation Guidance
  • Recommended Support Actions

The Intelligence Layer

Risk Revenue Assessment

For Founders

Revenue Architect

  • Assigned Sales Track (Paid Pilot or Direct)
  • Custom Sales Motion Build
  • ARR Goal Probability Analysis
  • Pipeline Risk Assessment
  • Prioritized Remediation Roadmap
Methodology

We measure the entire sales process.

Not activity metrics. Not self-reported confidence. We assess execution signals across every dimension that determines close rate, cycle length, and whether a sales hire would succeed or fail.

Discovery & Qualification

How deals enter and move through the pipeline.

  • Discovery call execution quality
  • Qualification rigor and frameworks
  • Deal stage definitions with entry/exit criteria
  • Inbound vs. outbound treatment

Demos & Proposals

How value is communicated and deals are advanced.

  • Demo structure and customization
  • Proposal execution (sent vs. built for business case)
  • Pricing defense under pressure
  • Urgency creation and next steps

ICP & Messaging

Whether the sales motion is anchored to the right buyers.

  • ICP clarity and documentation
  • Buyer persona definition
  • Messaging pulled through sales cycle
  • Sales playbook existence and quality

Revenue Mix

Where revenue is coming from and what that means.

  • Inbound vs. outbound closed revenue
  • Outbound readiness assessment
  • Best sales process fit (Paid Pilot vs. Direct)
  • Quickest path to revenue

Pipeline & Goals

Whether targets are realistic given current execution.

  • Current pipeline composition
  • ARR goal input and analysis
  • Goal probability scoring
  • What's at risk and what needs to be fixed

Scale Readiness

Whether the motion can be handed off - or if it's founder-dependent.

  • Founder's years of sales experience
  • Process documentation level
  • Sales Hire Readiness Index (SHRI)
  • First AE success probability
Why It Matters

Every dimension affects the numbers.

We don't just identify gaps. We quantify how each one impacts close rate, sales cycle length, and whether your first sales hire will succeed or fail in year one.

Close Rate Impact

A weak discovery process can discount win rates by 20+ points. We show you exactly which gaps are causing pipeline leakage - and how much revenue is being left on the table.

Cycle Length Elongation

Skipping stages, weak proposals, and unclear next steps can stretch a 60-day cycle to 150+ days. We measure the execution patterns that cause deals to drift.

Sales Hire Success Prediction

67% of first sales hires fail because the infrastructure doesn't exist. We calculate SHRI - the Sales Hire Readiness Index - so you know if you're ready before you spend $150K.

ARR Goal Probability

Given your current pipeline, execution quality, and sales motion gaps - is your revenue target realistic? We tell you what's at risk and what needs to change to hit the number.

Platform Integration

The data doesn't sit in a PDF.

Assessment intelligence flows directly into the Fund Dashboard for portfolio visibility and the Revenue Architect for founder activation.

Fund Dashboard

Portfolio-Level Intelligence

Assessment data aggregates across your portfolio to surface patterns, risk, and recommended actions at the fund level.

  • Revenue Predictability Analysis

    Are revenue projections achievable given current sales infrastructure?

  • Portfolio Health Monitoring

    See which companies are at risk before revenue misses - not after.

  • Pre-Funding Capital Allocation Guidance

    Before capital is deployed, know what sales gaps need to be addressed first.

  • Recommended Support Actions

    Specific interventions ranked by impact - not generic advice.

Revenue Architect

Personalized Sales Motion Build

Assessment data determines the exact sales track and build sequence for each founder.

  • Sales Track Assignment

    Paid Pilot or Direct Sales - based on revenue mix, deal size, and readiness.

  • Custom Sales Motion Build

    ICP, discovery framework, decks, proposals - built from assessment data.

  • ARR Goal & Pipeline Analysis

    Is the target realistic? What's at risk? What needs to change?

  • Prioritized Remediation Roadmap

    Exactly what to fix, in what order, to hit revenue targets.

See the assessment in action.

Request a briefing for one of your portfolio companies. We'll run the assessment, walk you through the findings, and show exactly how the data flows into the Fund Dashboard and Revenue Architect.

Request an Assessment Briefing
1
We assess one portfolio company
2
Walk you through findings
3
Show platform integration