TEE 5 Productized Services Portfolio
1) AI-optimized digital B2B tech MARKETING, SALES, PRODUCT & CUSTOMER SUCCESS
strategy, tools and programs designed to accelerate GROWTH
2) Strategic M&A time-to-value playbooks for PE firms
Let's discuss how we can help you with our productized, AI-enabled service offerings!
For Enterprise ISV and SI
CEOs, CMOs, CROs, and CPOs
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EdgeInfluencer. Annual thought leadership podcast series with lead generation. 83% of senior business executives listened to a podcast in the past week. 53% of weekly podcast listeners participate in purchase decisions at work.
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EdgePulse. A rapid cross-functional GTM health check for B2B tech firms to quickly set up for the next gear of growth rate.
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EdgeSprint. Marketing, Sales, Product and Customer Success 90-180-day sprints with tangible assets and concrete outcomes.
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EdgeLive. In-person event video POV series.
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EdgeIntelligence. Custom projects for GTM leaders and PE/VC firms.
Crush the needle on ARR, GRR, NRR, CLTV, win rate, customer acquisition cost (CAC) and sales cycle compression.
For PE operating partners, managing directors, and fund managers
Specialized M&A due diligence service designed exclusively for private equity firms seeking to accelerate portfolio company growth through strategic acquisitions in the enterprise technology sector. Uses proprietary AI-enabled framework to improve end-to-end efficiency and value realization of the vital inorganic growth play.
Innovation Pipeline
We constantly tap into our Advisory Council and global community to refine our offerings, deepen the impact of GenAI and AgenticAI in our processes and deliverables, and to sharpen our unique value proposition (UVP). Five current NPI candidates encompass demand generation, conversational AI interface, original data and research, end-user advisory, and RFI assistance & AI-assisted vendor selection.
Metrics Matter
Top KPIs targeted by TEE 5 portfolio
Net Revenue Retention (NRR)
Gross Revenue Retention (GRR)
Product-Market Fit Score
Product feature adoption rate
% of installed base on latest product version
Customer Acquisition Cost (CAC)
Average Annual Contract Value (ACV)
Average Client Lifetime Value (CLTV)
Customer retention / renewal rate
Customer referenceability / NPS
Share of customer wallet
Marketing generated bookings (MGB)
Buying group engagement density
Buyer consensus velocity
Influence network penetration
Lead-to-MQL-to-SQL-to-Sale conversion %
Sales win rate % / cycle compression
Year-over-year customer event attendee quantity and quality
Content engagement (e.g. CTR)
Share of voice (SOV)
M&A deal velocity
Exit velocity
Time-to-value (TTV)
Profit per customer via revenue synergies
