RevOps Solutions for PE & VC
Accelerate growth and increase visibility across your portfolio with Candybox. We partner with private equity and venture capital firms to bring clarity and control to the systems that power revenue.
Why PE and VC Firms Partner with Candybox
Speed to Execution
We know your timelines are tight. Our structured onboarding and proven Revops & Salesforce playbooks get your GTM systems up and running fast with minimal disruption.
Visibility Across Your Portfolio
We help standardize metrics, dashboards, and CRM hygiene so you can get accurate, real-time insights and compare performance across companies and make better decisions at the fund level.
Scalable Expertise
No need to hire full-time operators for each portfolio company. Our fractional RevOps and Salesforce consultants scale across multiple companies, aligned to your investment strategy.
Wynsum Partners Empowers SaaS Rollup with Candybox’s Private Equity Salesforce Expertise
Company
Wynsum Partners is a private equity firm supporting vertical software as a service business owners in niche markets.
Services
CRM merger and ongoing optimization.
Challenge
Merging three separate rollups into a single, unified CRM system.
Impact
2.5x increase in new customer acquisition
"Working with Candybox has been nothing short of remarkable. Their flexibility, creativity, and relentless execution have transformed our operations. Thanks to them, we’ve not only modernized our tech stack but also achieved unprecedented growth. I can’t recommend them highly enough."
What We Deliver for PE & VC-Backed Companies
Managed RevOps
We serve as a fractional RevOps team for your portfolio companies, establishing scalable GTM infrastructure, improving forecasting accuracy, and eliminating revenue leakage.
CRM Implementation & Optimization
From rapid CRM standups post-acquisition to consolidating multiple orgs into a unified, insight-rich system, our team builds Salesforce & HubSpot ecosystems that scale with your investment thesis.
M&A-Focused Systems Integration
Acquiring new businesses? We specialize in merging CRMs, aligning GTM systems, and minimizing operational disruption during acquisitions and carve-outs.
Custom Projects Across Salesforce, HubSpot, and RevOps
Every portfolio company is different. We support custom integrations, reporting infrastructure, and executive dashboards, tailored to the needs of each operating partner.
The reviews are in
Look at what our clients are saying on G2
Get sweeter insights
Taste test our insights on a free 30 minute call. We'll assess your systems, processes, and reporting to find quick wins that will yield the sweetest revenue gains in the shortest time.
