The 2025 Portfolio Ops Report is out!

The Platform for Portfolio Ops

OneGuide helps firms boost value creation.

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Broaden Your Coverage with Vetted Experts

Building a Design Function
Building a Design Function
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Audrey Crane
Running Paid Acquisition Marketing
Running Paid Acquisition Marketing
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John Short
Driving Engagement on Distributed Teams
Driving Engagement on Distributed Teams
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Brandon Sammut
Calculating and Reporting SaaS KPIs
Calculating and Reporting SaaS KPIs
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Ben Murray
Scaling Sales With Automation and AI
Scaling Sales With Automation and AI
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Ted Glasnow
Conducting Annual Planning
Conducting Annual Planning
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Keziah Wonstolen
Building and Scaling a Product Org
Building and Scaling a Product Org
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Rich Mironov
Pricing and Monetizing AI Products
Pricing and Monetizing AI Products
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Ian Clark
Building an Account Expansion Program
Building an Account Expansion Program
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Rob Zambito
Discovering AI Use Cases In GTM
Discovering AI Use Cases In GTM
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Vikram Ekambaram

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OneGuide offers fractional portfolio ops services to make sure your portal is full of useful resources, and fully utilized by your portfolio execs.

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Since our founding, the OneGuide Team has facilitated:

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Read our Annual 
Portfolio Ops Report

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“OneGuide is a really low risk way to add value to your portfolio companies. Itʼs an amplifier of what youʼre already doing, and itʼs easy."
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Angad Singh
Partner, Long Ridge Equity
“OneGuide has let me be more helpful in more areas. To be able to say here’s a guide on pricing, or on hiring, or on setting up your books."
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Megan Dubofsky
Operating Partner, Ten Eleven Ventures

Value Creation Stories

How Resurgens helped Case IQ accelerate M&A integration
How Resurgens helped Case IQ accelerate M&A integration
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Case IQ was integrating an acquisition and wanted to ensure they could realize synergies.

Resurgens built a guide on “Managing M&A Integration”, including templates and guidance on topics like communications planning and integration planning and management.

Case IQ leveraged the Resurgens guide to validate their planning, and make decisions around integration strategy.
How Sageview helped  CallRail build their finance talent roadmap
How Sageview helped CallRail build their finance talent roadmap
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CallRail wanted perspective on if they should add finance headcount, and where to add.

Sageview created a guide and held a discussion on “Scaling a Finance and Accounting Function,” with their Senior Advisor Bill Ingram, former CFO of Avalara.

Callrail's CFO incorporated insights and org-building guidance from the guide to create the function’s talent roadmap.
How Long Ridge helped  Oritain plan their data org structure
How Long Ridge helped Oritain plan their data org structure
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Oritain needed guidance on who should be responsible for a data team, and ideal org structure.

Oritain's COO found a recording of a portfolio discussion Long Ridge had hosted on Building a Data Analytics Function, including discussion of centralized, decentralized, and hybrid models.

Oritain made an informed decision to move from a very decentralized approach to a hybrid model.
How Blueprint helped Sprocket Security scale their sales function
How Blueprint helped Sprocket Security scale their sales function
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Transitioning out of founder-led sales required Sprocket Security to implement scalable processes.

Blueprint brought together a group of portfolio leaders for a roundtable discussion on "Scaling From 1-10 Sellers" with a nine-time growth-stage head of sales as guest expert.

Insights on onboarding new sellers and capacity planning helped Sprocket Security build a more scalable sales function.
How Sageview helped Elemental Machines unify their data
How Sageview helped Elemental Machines unify their data
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Elemental Machines joined a Sageview roundtables on Tactical RevOps Planning and CS Playbooks.

They applied best practices to unify GTM and CS data and processes. That quarter, Elemental created a unified customer view, improved retention by 5%, and mapped their TAM to track campaigns and prioritize targets.
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