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What We Do

GTM Strategy,
Sales Execution &
Revenue Operations.

Four integrated disciplines. One practitioner-built playbook. Designed for founder-led and growth-stage EdTech and SaaS companies from $1M to $100M ARR.

Mission & Approach

Enable ambitious teams to unlock their next level.

The fractional model exists because most companies at the growth stage don't need a full-time VP of Sales — they need one for the right season. Fulcrum brings senior-level strategy and hands-on execution precisely when and where it matters most, without the permanent overhead.

The Mission
"To unlock the next level of performance, predictability, and enterprise value for every company we work with."
What We Stand For

Principles that drive every engagement.

🏗️
Practitioner Over Theorist
Every recommendation comes from having done it — not read about it. We bring a real operator's perspective to every engagement.
🤝
Skin in the Game
Flexible engagement models that align our success with yours. We win when our clients win — not by the hour.
📐
Build to Last
We build playbooks, systems, and teams that outlast the engagement. The goal is capability and independence, not dependency.
🎯
Embedded, Not Advisory
We become your sales leader — accountable to revenue targets, embedded in the team, operating as a true partner.
01
🗺️

GTM Strategy &
Playbook Design

Most founder-led companies hit a wall when the founder can no longer be the primary salesperson. The fix isn't just hiring more reps — it's building the architecture that lets anyone on the team sell effectively. We design go-to-market strategies from the ground up: who to sell to, how to reach them, what to say, and how to close — then codify it all into a repeatable playbook your team can run without you.

What's Included
  • Ideal Customer Profile (ICP) definition and segmentation
  • Territory design and account assignment strategy
  • Pricing strategy and packaging recommendations
  • Sales motion design — inbound, outbound, or hybrid
  • Full sales playbook: messaging, objection handling, discovery framework
  • Transition roadmap from founder-selling to team-led execution
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GTM Build Phases
🎯
Define the ICP
Who's your best buyer — and why do they buy?
🗺️
Territory & Coverage
How do we segment the market and assign resources?
💬
Messaging & Positioning
What's the story that makes buyers lean in?
📋
Playbook Creation
Codifying the process so anyone can execute it.
🔁
Repeatable Engine
From founder-selling to a scalable, self-running motion.
"From founder-selling to a repeatable, scalable engine."
02
🚀

Sales Execution
& Coaching

Strategy without execution is just a document. We embed directly into your team's operating rhythm — running pipeline reviews, coaching individual reps, instilling forecast discipline, and building the weekly cadence that turns strategy into closed revenue. This is where the real work happens.

What's Included
  • Weekly pipeline reviews and deal inspection
  • Individual rep coaching and performance development
  • Forecast methodology and discipline
  • Sales team hiring, onboarding, and ramp frameworks
  • Operating cadence design: weekly, monthly, quarterly rhythms
  • Performance management and accountability frameworks
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Annual Net New at Peak
$50M+
Driven at PowerSchool
↑ Net New
Gross Revenue Retention
95%
Across 18,000+ districts
↑ GRR
Net Revenue Retention
100%+
Maintained at scale
↑ NRR
Annual Growth Rate
15%+
Net new on $350M base
↑ Growth
03
📊

Revenue Operations
& Metrics

Revenue that isn't measured isn't managed. We build the operational and data infrastructure that makes your revenue engine predictable, defensible, and scalable. From KPI frameworks to NRR optimization to upsell playbooks — this is about turning your revenue motion into a machine that leadership can trust and investors can underwrite.

What's Included
  • KPI framework design and dashboard buildout
  • NRR / GRR optimization strategy
  • Upsell and cross-sell playbook development
  • Customer retention and renewal strategy
  • CRM audit, optimization, and process design
  • Revenue forecasting methodology and cadence
  • Board-ready revenue reporting and narrative
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Revenue Health Dashboard
NRR
Net Revenue Retention — the north star metric
GRR
Gross Revenue Retention — churn defense
CAC
Customer Acquisition Cost — efficiency signal
LTV
Lifetime Value — growth ceiling indicator
Pipeline Coverage Ratio
Forecast Accuracy
NRR Health Score
04
🏦

Exit Planning &
PE Readiness

Most founders only go through one exit. Steve has navigated seven — including 5 SaaS acquisitions, a $3.5B IPO, and a $5.6B PE acquisition. That experience is rare, and it's directly applicable when you're preparing for your own exit, PE investment round, or strategic acquisition. We help you build the metrics story, organizational readiness, and enterprise value narrative that investors and acquirers want to see.

What's Included
  • Rule of 50 positioning and readiness assessment
  • Board-ready metrics package and revenue narrative
  • M&A preparation and organizational readiness
  • Enterprise value optimization strategy
  • PE acquisition and integration advisory
  • IPO readiness and investor narrative development
  • Post-acquisition integration leadership support
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Steve's Personal Exit Track Record
01
CyberShift → SumTotal
Enterprise SaaS acquisition (2011) — 10+ years building to exit
02
SumTotal → SkillSoft
Enterprise SaaS acquisition (2014) — Led sales through integration
03
PowerSchool IPO
$3.5B initial public offering (2021) — Led NA sales through IPO process
04
PowerSchool → Bain Capital
$5.6B PE acquisition (Oct 2024) — Largest K-12 SaaS exit ever
"7 acquisitions and exits navigated. This experience — at this level — is what we bring to your exit strategy."
Ready to get started?
Let's build your growth engine.
Together.
Book a Free Discovery Call