RevOps for Private Equity
Find the Revenue Leaks Holding Back Portfolio Growth.
Secret Source RevOps specialists combine AI with proven best practice to help private equity and portfolio leaders find and fix broken customer journeys, unreliable data, and uncapitalised technology.
Success stories
Proven in Investor-Led Transformations.
Here are some of our success stories.
02 US and Canadian acquisition-led logistics group
03 Canadian complex B2B industrial manufacturer
04 US multi-location wellness operator
HubSpot Adoption in 60 Days
- US B2B time-critical logistics provider
- Rebuilt pipeline automation, campaigns, dashboards, and team adoption.
- Pipeline operational by week6; SLT dashboards live by Day 75
Websites Consolidated into One Platform
- US and Canadian acquisition-led logistics group
- Unified proposition, digital architecture, and lead triage
- Delivered on time and on budget with no operating disruption
Commercial System of Record
- Canadian complex B2B industrial manufacturer
- Integrated HubSpot with MRP and finance platforms
- Real-time pipeline visibility and stronger forecasting
New Locations Supported Every Month
- US multi-location wellness operator
- Connected website, bookings, CRM, marketing, and reporting
- Reduced manual work and built a repeatable growth foundation
What Secret Source Delivers
Connect marketing, sales, and service.
We redesign customer journeys, lifecycle stages, and handoffs around how revenue is actually created.
Fix the data and technology behind them.
We improve CRM architecture, integrations, automation, and reporting so leadership has one trustworthy commercial view.
Improve how the business wins and grows.
From positioning and conversion to retention and expansion, we strengthen the routes to growth, not just the systems behind them.
Put AI to practical commercial use.
AI accelerates analysis, surfaces opportunities, and reduces manual work; specialists validate the findings and implement the change.
What You’ll Get from
Your RevOps Audit.
Market benchmark
How the business compares with relevant competitors and category expectations.
Revenue friction
Where customer journeys, data, technology, and GTM execution are holding back growth.
Priority signals
The opportunities and risks that warrant attention first.
Private Equity Advice from Subject Matter Experts.
Start with a focused RevOps Audit
We’ll show you where revenue is leaking and what to do next.
Book a RevOps Audit and a Secret Source specialist will respond directly to agree the right portfolio business and a starting point.