For VC and PE Firms

Portfolio GTM intelligence, codified and benchmarked.

A managed offering from LeanScale, powered by Vasco. We install a unified GTM data model at every company in your portfolio — then turn it into cross-portfolio benchmarks, monthly performance reports, and full visibility into how your investments are actually executing.

Talk to us contact@leanscale.team · Scope this for your portfolio
Investment $1,000 / portco / month
Implementation Done-for-you by LeanScale
Data Model Vasco, with Vasco-Claude MCP
Reporting Monthly cross-portfolio benchmarks
The Problem

You see ARR, churn, and burn. You don't see how they're getting there.

Every portfolio company runs its own GTM operating system, with its own definitions, its own stages, and its own dashboards. That makes meaningful comparison across the portfolio nearly impossible — and makes a board update a story rather than a measurement.

  • 01
    Definitions drift at every portco. "Pipeline," "qualified," "stage 3," and "ICP" mean five different things across five companies. You can't compare what isn't shaped the same way.
  • 02
    Stages live in disconnected systems. Sales staging, marketing staging, and the customer lifecycle are spread across CRM, MAP, CS tooling, and spreadsheets. There is no unified motion.
  • 03
    Goals and performance to goals aren't structured. Targets live in board decks. Actuals live in BI tools. Nothing connects the two in a model you can query.
  • 04
    Benchmarking is anecdotal. "How is portco A doing vs portco B?" gets answered with intuition, not with numbers from a shared frame.
  • 05
    Diligence-quality data goes stale immediately. What you measured to fund the company is rarely the same shape as what gets reported quarterly. The cycle restarts every round.
  • 06
    You learn what's broken too late. By the time a GTM problem surfaces in a QBR, it's already a board-meeting topic — not an operating one.
The Offer

A managed GTM intelligence layer across your portfolio.

LeanScale installs Vasco at every portco in scope, normalizes their existing data, and runs the ongoing maintenance. You get a portfolio you can finally read in one frame.

01

Codify Vasco

Vasco gives every portco the same opinionated data model: goals, performance against goals, sales staging, marketing staging, full customer lifecycle, and the GTM motions that connect them. Definitions stop drifting. Reporting stops being subjective. The model is the source of truth.

02

Implement LeanScale

LeanScale's GTM architects and engineers do the hands-on work at each portco. We install Vasco, normalize the existing CRM, marketing automation, and customer success tooling, and map them cleanly to the model. Your portcos don't have to staff for it, and they don't have to change tools — they just speak the same language as the rest of the portfolio.

03

Query Vasco-Claude MCP

Once the model is implemented, the Vasco-Claude MCP makes the entire portfolio conversational. Ask portfolio-level questions in natural language — "which portcos are pipeline-healthy this quarter," "where is marketing-sourced pipeline degrading," "which companies are tracking below plan on net new logos" — and get answers grounded in the actual data model, not in someone's interpretation of a dashboard.

04

Benchmark Cross-portfolio + market

Because every portco's numbers sit in the same shape, you can finally compare them apples-to-apples. We layer in outside benchmark data from comparable Series A–C companies so the portfolio also gets compared against the broader market — not just against itself.

For the GP

What you get as the firm.

For the Portco

What every portfolio company gets.

This isn't a tax on the portco. It's an operating upgrade — a real GTM data model and the implementation team to make it land — that they would otherwise have to build, staff, or live without.

Direct to the portco

A real GTM operating model

  • A real GTM data model — not a Frankenstein of dashboards and spreadsheets
  • Codified definitions everyone in the company finally agrees on
  • Goals and performance-to-goals surfaced continuously, not quarterly
  • Visibility into the full customer lifecycle, not just the top of the funnel
  • Sales staging and marketing staging that finally line up
  • An on-call GTM engineering team (LeanScale) keeping the model accurate
From the portfolio

Context they couldn't get alone

  • Benchmarks against peer companies inside the portfolio
  • Outside benchmark data from comparable Series A–C SaaS companies
  • GTM best practices propagated across the portfolio
  • Quarterly review prep that reflects reality, not a curated narrative
  • Faster, cleaner diligence support for their next round
  • A direct line to the firm's operating partners on what to fix first
Pricing

One number. Everything in.

What's Included

The work LeanScale does, every month.

01 · Implementation

Install Vasco at every portco in scope

We embed with each portco's RevOps, ops, and exec team to install Vasco against their actual GTM motion — not a generic template.

02 · Normalization

Map their existing stack into the model

We connect Salesforce, HubSpot, Gong, Clari, Snowflake, MAP and CS tooling — whatever they run — and map it cleanly into the Vasco model so it speaks the portfolio's shared language.

03 · Maintenance

Keep the model accurate as things change

Definitions drift. Schemas change. New tools come in. We keep the model honest at every portco, every month — so it's still trustworthy a year from now.

04 · Benchmark Report

Monthly cross-portfolio readout for the firm

Delivered to you on a predictable cadence. Cross-portfolio comparisons, outside-market benchmarks, and the questions you should be asking each portco's leadership next.

05 · MCP Access

On-demand portfolio queries

Ask anything via the Vasco-Claude MCP. Answers come from the actual data model — no dashboard interpretation, no waiting on a portco RevOps lead to pull a one-off report.

06 · Operating Reviews

Quarterly portfolio operating review

One quarterly working session with the firm to walk through the portfolio's GTM performance, where the leverage is, and what to push each portco on next quarter.

Why this combination

LeanScale and Vasco, together.

LeanScale brings

The implementation muscle

~35 GTM and RevOps engineers and architects. $9.5M of GTM implementation work across Series A–C SaaS, including Mistral, Clio, AssemblyAI, Chainguard, and SpyCloud. AI-native delivery model. We live inside Series A–C GTM motions every day.

Vasco brings

The data model

The most opinionated and codified GTM data model in market — built specifically to house goals, performance to goals, customer journey lifecycle, sales staging, marketing staging, and the full GTM motion definition. Conversational via the Vasco-Claude MCP.

Together

An operating layer you actually trust at the portfolio level.

Vasco alone is a model. LeanScale alone is a services firm. Combined, you get a managed GTM intelligence layer — implemented at every portco by a team that does this work for a living, sitting on top of a data model that's purpose-built for portfolio-level visibility and benchmarking.

Scope this for your portfolio.

We'll walk through your current portfolio, identify which companies are good fits to start with, and put a 12-month rollout plan in front of you. No commitment to talk.

Email us