We help Organizations Navigate

StartupScaleup
Covert Ventures is a boutique growth consulting firm that helps startups solve their biggest scaling and revenue challenges.
to Truly scale your startup it is Absolutely critical to have a reliable and predictable growth engine.

our mission is to Help you achieve scalable growth while also solving your biggest Revenue Hurdles.
our services
Revenue Operations

Revenue Operations is crucial for startups scaling their operations as it aligns sales, marketing, and customer success to drive revenue growth efficiently. We specialize in optimizing Revenue Operations for startups, offering tailored strategies and execution to streamline processes, enhance data visibility, and maximize revenue potential and predictability. By leveraging our expertise in sales strategy, marketing automation, and CRM optimization, startups can achieve sustainable growth and confidently navigate the complexities of scaling.

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Revenue Forecasting
Revenue Planning
Reporting & Dashboards
Lead Generation

Lead generation is the lifeblood of any growing business, especially startups. We offer tailored lead generation strategies to help startups acquire qualified leads efficiently. Through a combination of targeted prospecting, compelling messaging, and data-driven approaches, we empower startups to fill their sales pipelines with high-quality prospects, driving revenue growth and scalability. With our expertise in prospecting playbooks and outbound technology, startups can achieve consistent top-of-funnel and accelerate their path to success.

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Prospecting
Market Segmentation
ICP Development
CRM Optimization

Are you struggling with disorganized customer data, inefficient sales processes, or lackluster reporting within your CRM? We understand the frustrations that startups face when their CRM instances, primarily HubSpot and Salesforce, fail to meet their needs. We address these pain points by streamlining workflows, enhancing data accuracy, and maximizing CRM capabilities. With our expertise, startups can transform their CRM into a single source of truth for driving sales growth and gaining valuable insights into their customer and prospect data.

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Workflows & Automations
Integrations
HubSpot & Salesforce
Go-to-Market Strategy

As startups scale, their go-to-market strategies must adapt to new market dynamics, customer segments, and product offerings. Our team collaborates closely with startups to refine and optimize their go-to-market approaches through benchmarking and market research, whether they're entering new markets, launching new products, or targeting different customer segments. By continually assessing and adjusting go-to-market strategies, startups can stay agile, capitalize on emerging opportunities, and maintain a competitive edge in dynamic market environments.

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Product Marketing
ABM Strategy
Sales Strategy
Management Consulting

In the fast-paced world of startups, effective quota building, territory planning, and compensation strategies are crucial for driving sales performance and incentivizing teams as you scale the org chart. We specialize in working with leadership teams and offer expert guidance on quota setting, territory optimization, and compensation planning. Our comprehensive approach helps startups design and implement strategies that align sales objectives with business goals, optimize resource allocation, and drive sustainable revenue growth.

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Territory Building
Quota & Comp Planning
Investor Reporting
About us
About us
About us
The startup and venture market is evolving. Nowadays, achieving a product-market fit is not enough to take your business from startup to scaleup. You need a predictable and reliable growth engine to succeed. We understand the specific challenges that arise when startups scale, from navigating the complexities of sales and revenue operations to optimizing systems and implementing effective revenue strategies.
Covert Ventures team in office image.
We are a team of former sales and operations leaders who have scaled startups to and through acquisition. We specialize in providing tailored services to help startups overcome obstacles in their journey from startup to scaleup.
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Client Testimonials
“The team at covert ventures were true partners in operationalizing our sales process and developing a scalable top-of-funnel playbook.”
Covert Ventures Testimonial by the Founder & CEO of Perry.

Dean Zimberg

Founder & CEO, Perry
“The Covert Ventures team has been instrumental in helping to Advance Our CRM Hygeine and Data Stewardship for Sales resulting In Improved Sales outcomes.”
Covert Ventures Testimonial by the Founder & CEO of Perry.

Sherrod Davis

Co-Founder & CEO, Ecomap
“The Covert Ventures team helped us Unlock the sales data we need to optimize and significantly enhance our go-to-market motion.”
Covert Ventures Testimonial by the Sales Lead at Parker.

Zach Cohen

Senior sales manager, parker
“We had exhausted our efforts with various HubSpot strategies and almost stopped using the product entirely. Covert Ventures Helped Us Build a Strategy And Use case that met our specific needs resulting in increased productivity.”
Covert Ventures Testimonial by the VP of Sales at Membrane Labs.

Pierce Hourihane

VP of Sales, Memberane Labs
“The Covert team provided a ton of thought leadership to take us from founder-led sales to a growing and successful in-house sales team. They also helped us implement HubSpot as our single source of sales truth.”
Covert Ventures testimonial from Co-Founder & CEO of TakeShape.

Mark Catalano

Co-founder & CEO, Takeshape
Covert Ventures black arrow on website.
Covert Ventures black arrow on website.
let's SCALE Together

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