AI and RevOps: on value creation in Private Equity

Good morning,

Most portfolio companies have invested heavily in sales and marketing tools, but many still struggle with fragmented processes, inconsistent data, and slow revenue cycles. This is where RevOps and AI intersect in a way that supports value creation.

The goal is not to introduce new complexity. The goal is to tighten the revenue system so the company can grow faster, forecast more accurately, and operate with less waste. AI can reinforce the RevOps structure by automating repetitive work, improving visibility, and strengthening decision making.

For private equity teams, this supports cleaner operating models, clearer reporting, and stronger exit narratives.

Why RevOps needs AI support right now

Several industry studies point to the impact of aligned revenue operations.

• Forrester reports that companies with formal RevOps functions see an average of 19 percent faster revenue growth compared to peers without integrated revenue teams.

• Bain notes that organizations with consistent revenue processes improve sales productivity by 15 to 25 percent in the first year of RevOps alignment.

• Gartner has found that companies with unified revenue data improve forecast accuracy by up to 30 percent, which directly affects planning and valuation confidence.

These improvements are driven by alignment, repeatability, and visibility. AI helps reinforce these areas by removing manual work and bringing more accuracy to pipeline and customer lifecycle data.

Async advisory seat: $2,100/mo offer just this month

Since I’m working closely with a handful of PEs and VC funds, my Async Advisory program (standard plan is $3,500/mo) is now available at a 40% discount. The original plan is available here: https://asyncadvisor.com/

Until the end of November, newsletter subscribers and warm referrals may secure their 2026 by signing up at $2,100/mo instead here: https://buy.stripe.com/5kQ3cw7t09sx7tT461gjC0a 

Where AI strengthens RevOps in B2B

1) Lead and account prioritization tied to ICPs

RevOps establishes the ideal customer profile and qualification standards. AI supports this by ranking leads and accounts based on patterns in current and past customers. This helps sales teams apply the RevOps framework consistently.

Expected outcomes:

• Higher conversion rates

• Less time spent on low-quality pipeline

2) Better forecast discipline

A core RevOps responsibility is forecast governance. AI assists by flagging stalled deals, surfacing risk indicators, and highlighting gaps in data. Leadership teams gain clearer visibility into the health of the pipeline.

This reduces the volatility that often frustrates deal teams and board reporting.

3) Automation of repetitive operational work

RevOps owns process consistency across sales, marketing, and customer success. AI and workflow automation can take on data entry, routing, reporting, and handoffs. This reduces manual effort and improves compliance with the RevOps process.

This is particularly valuable in healthcare, fintech, and professional services where accuracy and documentation matter.

Practical tools to support RevOps workflows

The ecosystem entails over 200 known tools, between CRMs, marketing automation platforms, email platforms, PM systems, helper tools and more. Some are commonly used (like the CRMs below), but some aren’t.

A similar stack will certainly help to streamline revenue operations without replacing core platforms.

• Clay: helps with lead research and enrichment to support outbound and account based workflows
  n8n: automates workflows across CRM, billing, support, and marketing tools
  Replit/Lovable: enables teams to build simple internal automation scripts and AI utilities
  Salesforce and HubSpot AI features: assist with lead scoring, forecasting, and rep productivity
  Notion AI or ClickUp AI: help document playbooks, SOPs, and insights to support enablement

I called out the broadened shift between the modern GTM AI stack and the skills of the general office worker in a LinkedIn post this morning as well:

A simple rollout plan for operating teams

I issued two similar frameworks (non-AI related) in my previous newsletter issues - this one is adapted to the AI rollout across PE portfolio cos.

Step 1: Identify one revenue bottleneck

Examples: forecast inconsistency, slow onboarding, low conversion from MQL to SQL, or long handoffs.

Step 2: Review current process and data

RevOps leads or operating partners assess where work is being repeated or delayed.

Step 3: Introduce automation into a small part of the workflow

Keep the existing process intact and automate one task such as routing, reporting, or qualification.

Step 4: Measure results and document the process

This produces a repeatable playbook for the next company.

Why this matters for PE value creation

When RevOps and AI are paired correctly, portfolio companies can expect:

• Faster revenue cycles

• Better visibility for decision-making

• Lower operational cost

• Stronger reporting during exit preparation

For PE firms, the most important benefit is predictability. A repeatable and measurable revenue system supports stronger valuations and smoother diligence.

Hope you’re set for most of 2026 by now. If not, get the annual async advisory plan before the month is over.

Mario

🏆️ DevriX featured in Wefunder - a recent Wefunder piece talking about revenue operations featured DevriX and our RevOps services.

📗 MBA Disrupted feature - Alexander Krastev attended a female entrepreneurship event and was captured featuring my “MBA Disrupted”. Really honored and grateful - thanks, Alex!

📚️ Books I read this month

• “The Algebra of Wealth” by Prof. Scott Galloway (55% in)

• “The Hard Thing About Hard Things” by Ben Horowitz (70% in)

• “The Sweaty Startup” by Nick Hueber (85% in)

• Ray Dalio’s “How Countries Go Broke: The Big Cycle” (55% in)

• The FP&A Handbook: Mastering Financial Planning & Analysis (40% in)

• “Revenue Architecture” by Jacco van der Kooij (55% in)

• “The Sales Acceleration Formula” ✅ 

• “Hooked” - on habits and cues and product alignment ✅ 

🔖 Track key metrics to scale subscriptions. Operators boosting revenue focus on MRR, NRR, and churn to stay on course.

🔖 Cut costs while meeting ESG goals. A green process redesign can lower expenses and raise sustainability performance.

🔖 Reduce big data costs before they spike. Tighter controls and optimized storage strategies help teams rein in growing budget waste.

🔖 Pantone won by defining the standard. Its dominance came from crafting the measurement tool competitors couldn’t ignore: the color language strategy.

🔖 Complex strategies often backfire. MIT research finds overplanning kills execution - try simpler strategic frameworks instead.

🔖 Influence grows with credibility, not conflict. Skilled communicators win by building trust and avoiding power struggles.

📰 Trust underpins fintech expansion. Syfe’s Dhruv Arora emphasizes transparency and access for lasting investor value.

📰 ACA subsidy extension raises debt fears. Trump’s plan has a $50B price tag with deep fiscal impact.

📰 French budget talks stall.Partisan battles are blocking key budget talks in Paris.

📰 Altman and Ive pitch calm computing. A screenless device promotes calm computing to reduce digital addiction.

📰 Burry warns of an AI bubble. Michael Burry shares market warnings on Substack.

📰 Game engines drive AI training. Developers use virtual worlds to shape AI innovation.

📰 Amazon uses AI to test security. Its Autonomous Threat Analysis speeds threat detection for engineers.

📰 AI tools widen performance gaps. Google’s Martin Gonzalez warns of culture and fairness challenges.

📰 Vagaro CEO launches a podcast. Fred Helou shares candid leadership advice in his new show.

📰 Pinnacle and Synovus merge. Federal approval sets up a $116B regional banking leader.

📰 Nielsen links FAST and digital data. The partnership blends measurements for audience insights across platforms.

📰 Search content expires faster now. AI search rewards fresh updates over evergreen pieces.

Let’s see the latest offers from Flippa. Don’t forget to sign up for their newsletter for daily/weekly/monthly offers like these.

Word Puzzle Mobile App: A fun, fast-paced Android word puzzle game boasting over 100K installs and stellar user ratings. Designed for multiplayer play and continual engagement, it runs at 93% profit margins - available for $161,999 (reduced 10%).

4K Travel YouTube Channel: A successful walking-tours channel producing evergreen content and showing consistent growth. With $9.6K monthly profit at 79 percent margins and 180K subscribers, it stands among the top creators in its niche - priced at $369,000.

Finance Content Platform: A nine-year-old comparison and review site in the finance niche with strong SEO authority and established brand partnerships. Delivers $16.4K in monthly profit at 53 percent margins with a proven seven-year performance track - offered at $749,999.

E-commerce Service Platform: A scalable e-commerce operation built for high-margin performance, achieving over $47K monthly profit. With solid growth metrics and operational efficiency, this business is selling for $1,200,000.

AI Video SaaS Platform: A four-year-old AI-powered video generation business with 15K users and over 10M videos created. Produces $28.2K in monthly profit and $767K in annual revenue, now reduced to $2,850,000 (down 5%).

Herbal Tea FBA Brand: A leading Amazon FBA brand specializing in natural herbal tea products with a 100% US customer base. Fully passive for the owner and generating $78K monthly profit, it’s available for $3,481,348 (excluding $100K of inventory).

Working with me

Here are the main projects I focus on:

🌐 Scaling $50M - $500M+ companies on top of WordPress. DevriX provides full RevOps consulting + delivery with GTM enablement for PE-backed portfolio companies, traditional tech, healthcare, finance, and professional service businesses pacing toward revenue growth initiatives. Our standard monthly retainers between $10K and $100K include revenue lifecycle services for marketing and sales leaders, FP&A for financial teams, pipeline enrichment through websites and dozens of lead sources, automations and delivery integrations, CRO and ongoing testing, product delivery and platform integration solutions, and more through our consulting solutions.

🚀 1:1 Consulting. At Growth Shuttle, I run two popular plans: Async Advisory ($3,500/mo) for $5M - $50M founders and executive teams and the smaller Strategic Growth Circle ($997/mo) for $100K - $1M entrepreneurs, agency founders, and scale ups.

📈 Building US LLCs from Europe. I help European and Asian founders scale faster through doola and their “Business in a Box” model. Also suitable for US citizens (given their bookkeeping solution), but in very high demand across Europe.

📊 Post-Merger Integration. I support M&A initiatives through Flippa’s marketplace. Working closely on PMI initiatives for PE companies and fast-growing startups integrating new companies within their portfolios, enabling data pipelines, and securing more deals through my personal network.