AI GTM Intelligence · Growth Equity · Portfolio Ops
What 2030 GTM
looks like
today.
AI is eating every GTM function in your portfolio. Most operators don't know it yet. This is the brief for the ones who do.
Latest Intelligence
All posts →Your Portco's Next SDR Hire Is Probably a Mistake
AI roles are hockey-sticking. Design is being automated away. And most portfolio companies are still building SDR teams from a playbook written in 2018.
Your Portfolio's GTM Dashboard Was Built for 2019
The metrics operating partners use to evaluate portco GTM health — ARR, LTV:CAC, pipeline coverage, SDR productivity — are systematically misleading for AI-era companies.
AI Outbound Prospecting Best Practices: Why Most Teams Are Getting It Wrong
Generic AI outbound is dead. Real AI outbound — agent chaining, account-first signal finding, pipeline thinking — is generating pipeline most teams can't touch.
Your GTM Stack Is Running Blind
GTM automation is eating engineering headcount. But it's still being run without any of the observability practices that make engineering work. That's a problem.
The Brief
Get the AI GTM brief before
your portfolio figures it out.
AI outbound teardowns, portfolio GTM patterns, stack analysis.
1–2x/month. Only when something's worth reading. Unsubscribe any time.