In October, Marlin Equity gathered the GTM executives from their portfolio companies—Sales, Marketing, Customer Success, and Revenue Operations—to embrace a standard of excellence established by AJ Ghandi and the rest of the performance team at Marlin. I was invited to kick off the two-day event with the following remarks on GTM Efficiency.
Major points from the presentation:
Public markets are getting impatient for IPOs—this window will open up
…but public markets have a ruthless appetite for efficient growth
Public SaaS companies are struggling in general, paying over $2.50 for each incremental $1 of ARR
…but the best companies pay less than $1, and are getting better
We can learn lessons from lean manufacturing when it comes to efficient operations
Applying these lessons to GTM, we do things like:
Organize GTMs into production lines
Establish a data model as a measurement framework
Optimize inputs, throughput, outputs
All this we integrate into a Growth Model
The system is called Revenue Architecture, and it is designed to create efficient growth by demand
XOXO,
-db