For PE operating partners and GTM leaders

Turn value creation plans into operating results.One team across your GTM program.

StreamForce designs and implements lead-to-revenue programs across process, data and systems. LEVR brings best-practice-enabled processes to the work; AI-SDF for GTM supports governed delivery. We measure operating efficiency against your baseline and assess its contribution to EBITA.

Explore LEVR See AI-SDF for GTM

Selected clients

ToastNewselaBerlitzHazel HealthLRNPurdue for Life FoundationPerceptyxDealerware

$240M+

enterprise value generated across clients

25+

SaaS, PE-backed and enterprise clients

5–7 → 1

days from lead to quote at LRN

120+

active Salesforce certifications

What we are

An AI-first GTM and revenue systems firm, founded in 2019. Teams in USA, India.

What we do

We design, build and run the lead-to-revenue system: CPQ, billing and RevRec, M&A integration, analytics, and the AI layer across them.

Who we serve

High-growth SaaS, PE portfolio companies and enterprise teams across more than ten industries.

Track record

$240M+ in enterprise value generated across 25+ clients, 18 business integrations and 12 private equity sponsors.

The StreamForce delivery model

One program from operating design through measurable execution.

LEVR defines the lead-to-revenue processes and measures the program needs. AI-SDF for GTM helps teams deliver approved work across the revenue stack with clear review and release controls. Salesforce is one of the environments we work in, alongside billing, finance, data and integration systems.

01 · Improve the process

LEVR

Start with best-practice-enabled lead-to-revenue processes, adapt them to the portfolio company and measure changes in cycle time, manual effort and cost-to-serve.

For operating partners and portfolio leadersExplore the LEVR framework →

02 · Deliver and verify

AI-SDF for GTM

Break the program into approved workstreams, prepare reviewable changes and evidence, and keep business and technical owners in control of decisions and release.

For delivery and technology leadersSee the delivery workflow →

Starting with a specific systems issue? Scope it with a GTM Health Check or see the M&A integration path.

Start with the program

Where does the operating pressure show up?

The right sequence depends on the business outcome and the handoffs causing drag. These are three common starting points for StreamForce engagements.

Portfolio value creation

Standardize lead-to-revenue processes, reduce manual effort and establish measures that show whether the program is improving operating performance.

Explore LEVR →

GTM transformation

Connect pipeline, pricing, contracts, billing and renewals as the business changes products, channels or growth motions.

Explore lead to revenue →

Post-acquisition integration

Bring acquired teams, data and revenue processes together around a sequenced operating plan and a trusted baseline.

Explore M&A integration →

Trusted by 25+ high-growth and PE-backed companies

ToastNewselaBerlitzLRNPerceptyxOversightETQDealerwareSilvercarAsure SoftwareAvettaWatermarkGPS InsightKipu HealthKiteworksLabsterLumenVoxBeviAutoQuotesProfitSolvRave Mobile SafetySpecialty Food Assoc.TruliooGuidelineBrisk TeachingHazel HealthPurdue for Life FoundationToastNewselaBerlitzLRNPerceptyxOversightETQDealerwareSilvercarAsure SoftwareAvettaWatermarkGPS InsightKipu HealthKiteworksLabsterLumenVoxBeviAutoQuotesProfitSolvRave Mobile SafetySpecialty Food Assoc.TruliooGuidelineBrisk TeachingHazel HealthPurdue for Life Foundation

Selected work

Three engagements, and the numbers behind them.

These outcomes come from complete StreamForce engagements, from global EdTech rollouts through PE-backed integrations to enterprise CPQ. They reflect the combined process, data and system work delivered with each client.

LRN · PE-backed M&A · Leeds Equity

LRN, global ethics and compliance platform

Legacy CRMs with manual, non-standard processes across multiple acquired companies, invoice errors and a five to seven day lead-to-quote cycle. We consolidated the post-acquisition landscape onto Salesforce with data quality controls, rebuilt quoting with CPQ and guided selling, and integrated CLM, Gainsight and BI. Quote approval time fell 34%, average ACV per sale rose 4%, automated PS project setup saved 4 FTE, and the Salesforce development and support team came down to 2 FTE on a no-code, click-to-complete model.

$30M+

across 2 M&As executed

-90%

month-end close time

1 day

lead-to-quote, from 5-7

Education · Revenue Cloud · global rollout

Global language training company

End-to-end Revenue Cloud and Education Cloud rollout for a global corporate language provider. Enrollment, ERP, e-signature, payments and tax automated across every region, with no business downtime.

95%

fewer invoicing steps

85%

enrollment automated

100%

data entry eliminated

HCM and payroll · 12 acquisitions integrated

HCM and payroll provider

Twelve business integrations delivered across an acquisition program, then lead scoring and routing rebuilt with just-in-time automation so no lead sat waiting for follow-up. Better scoring put reps on the right deals, closing the upsell opportunities and revenue leakage that had been going unnoticed.

business integrations

+18%

lead conversion

See all ten engagements →

Note$30M+ covers the two M&As executed at LRN. $240M+ is total enterprise value generated across all clients to date. Full case studies with client quotes.

Our specialties

Six ways we plug into a revenue engine.

Lead to invoice to revenue recognition to ERP to customer success, run end to end by the same people. No handoffs between vendors and no gaps at go-live.

GTM programs and revenue systems

Design and implement the process, data and systems that connect pipeline to recognized revenue and renewals, aligned to the program’s business measures.

Revenue operationsCRMCPQ and billingFinance integrationSalesforce expertise

M&A and Diligence

Dual-org consolidation, SKU rationalization and ARR reconciliation. A sequenced plan for CRM, product, pricing and billing integration, with owners and measures agreed up front.

Day 1 readinessCarve-outsTSA exitData migrationARR reconciliation

AI and agents

The intelligence layer designed in first, built by people who know the lead-to-revenue process it has to run on.

AgentforceClaudeOpenAIMCPLead scoringChurn prediction

Analytics and data

Board-ready reporting on modern data infrastructure, with the platform security underneath it done properly.

SnowflakeData CloudTableau CloudRBAC designSSO and identityCustomer 360

Managed services

Senior architecture on a partnership model, with SLA-backed delivery and month-end ownership.

Admin and architectureDeal deskMonth-end closeTestingPortfolio retainer

GTM Health Check

A structured assessment of lead-to-revenue processes, architecture and data across the connected systems in scope, ending in a prioritized roadmap.

Eleven dimensionsFour deliverablesValue quantified

Bottom lineOne team owns the whole revenue cycle, so nobody can point at another vendor when something breaks at go-live.

Industries

Where we have done this before.

Ten-plus industries, with the deepest benches in software, education and regulated services. If your vertical is here, we have already solved the version of your problem that comes with it.

SaaS and softwareEducation and EdTech Healthcare and behavioral healthEthics and compliance Payroll and HR technologyFleet and asset tracking Automotive and mobilityPeople analytics Financial servicesManufacturing Professional servicesTrade associations

Is this you

Three situations, one operating problem.

High-growth SaaS

Series A through pre-IPO

Scaling revenue operations, fixing CPQ, or modernizing the stack to support growth without adding headcount.

RevOps transformation
Pricing and quoting
Revenue-stack integration

See SaaS lead to revenue →

PE-backed companies

Portfolio companies under sponsor ownership

Working against 100-day value creation pressure, post-merger integration, or pre-exit revenue cleanup, where the board expects results fast and in a form it can read.

100-day value creation
M&A integration
Pre-exit revenue cleanup

See the LEVR framework →

Enterprise and mid-market

Education, healthcare, manufacturing, services

Modernizing revenue systems, integrating data, or building AI-powered revenue workflows on top of what already exists.

System modernization
Managed services
AI integration

The opportunity

Find the handoff that is slowing revenue down.

Quote approvals, invoice corrections, renewals and acquired systems each leave a different trail. We review your actual process and data before assigning a financial value to the gap.

Use the revenue operations diagnostic →

In their words

Clients describe us as a partner.

In their words. Scroll →

“StreamForce quickly became a trusted advisor, helping us redesign and implement a more scalable and manageable Snowflake RBAC security model. They were also instrumental in helping us implement Single Sign-On, an area where we lacked internal expertise. I would highly recommend them for Snowflake security, data platform architecture, analytics integrations and identity management.”

Chris Peck
Director, Business Intelligence · IT, CRM and Data Analytics
Purdue for Life Foundation

“StreamForce was the right partner in consolidating and streamlining our processes. They are customer-focused and allowed us to build a great foundation to grow our business efficiently.”

Principal Product Manager, Toast

“Responsive on requests as well as implementing complex system changes, including a very complex pricing methodology in Salesforce CPQ.”

Director of Revenue Operations, Perceptyx

“A very successful CPQ implementation. Your team was responsive, clearly understood the objectives, and the work was done efficiently, on time and on budget.”

VP of Commercial Strategy, LRN

The next step

Bring us the value creation or GTM program.

Walk through the operating problem, the systems and teams involved, the measures that matter and the sequence of work needed to move from plan to result.

Discuss your program