Sales and marketing programs are only as good as the tools behind them. We evaluate the target’s technology stack to understand if its systems are enabling or hindering success.

Evaluation includes:

• CRM: Is the system leveraged for accurate forecasting, pipeline visibility, and actionable sales processes?
• MAP: Does marketing automation drive engagement with intelligent lead scoring and nurturing?
• Analytics: Are insights being acted on to refine strategies and enhance ROI?

We also assess scalability, ensuring the infrastructure can support aggressive growth post-investment.

A high-performing sales team can make the difference between stagnant revenue and exponential growth. TechCXO evaluates both the performance of a target’s sales organization and the compensation structures in place to ensure behaviors are aligned with business objectives.

Specific areas analyzed:

• Are revenue targets met consistently, and do quotas align with market realities?
• Is the team incentivized to create value, not discounts or short-term wins?
• Do sales enablement practices ensure proper training and utilization of messaging and tools?

We identify gaps in team makeup, incentives, or execution that could impact ROI.

Understanding the value of marketing programs requires looking beyond cost-per-lead (CPL). Our experts assess the strategic design and measurable outcomes of campaigns to evaluate overall effectiveness.

Campaign-level reviews include:

• Demand generation efficiency across key channels.
• Engagement and conversion rates for inbound marketing efforts.
• Retention programs designed to drive loyalty and upsell opportunities.

This approach gives investors a full picture of marketing’s ability to generate long-term customer value.

Ultimately, the quality of sales and marketing programs defines the long-term scalability of a company. TechCXO doesn’t just evaluate what’s happening today—we explore whether the programs can evolve to capture future growth.

High-growth readiness includes:

• Proactive segmentation strategies to address new markets.
• Messaging retooling to stay ahead of competitor positioning.
• Expansion capacity across additional channels and geographies.

Our findings highlight where the target is positioned to grow and where interventions might be needed.