We diagnose the gaps, install the Revenue Assurance Platform, and run a weekly review with your leadership team — so the numbers become usable, not just visible.
16
KPIs Tracked
3
Steps to Clarity
95%+
Forecast Accuracy
Monday
Weekly AI Digest
The Problem
Most companies don't have a growth problem first. They have a visibility problem.
The dashboard says one thing. The CRM says another. Pipeline looks healthy until deals slip late. Leaders spend more time explaining the number than improving it.
📊
Messy Revenue Data
Metrics live across spreadsheets, HubSpot, board decks, and memory. No single version of the truth.
🎯
Hope Forecasting
Close dates based on rep confidence instead of customer evidence. Risk surfaces too late to act.
📅
No Operating Cadence
Leadership reviews numbers monthly, but problems show up weekly. The gap between seeing and acting is too long.
The Model
Software with a service model built for execution.
This is not another dashboard, and it is not open-ended consulting. It is a practical operating model for CEOs, CROs, founders, and investors who need cleaner numbers and better decisions.
We start with a diagnostic. We install the platform around your business. Then we meet weekly to turn the data into action — every week, not just before board meetings.
Revenue Assurance — Executive Summary
Marketing
New Contacts
228
+10 vs last mo
Inbound Pipeline
$410K
+$18K vs last mo
Outbound Pipeline
$198K
+$9K vs last mo
Mktg Revenue
$189K
+$9K vs last mo
Growth & Retention
Ending ARR
$7.1M
Above target
NDR
118%
Above 110% target
Magic Number
0.91
Above floor
Quick Ratio
4.2x
Above 4x target
Q1 2026 Pipeline Coverage2.8x / 3.0x target
Who It's For
Built for SaaS companies that have outgrown spreadsheet management.
💼
PE & VC Portfolio Companies
Sponsors managing multiple companies get a single login with access to every company's dashboard, benchmarks, and board reporting.
🚀
Growth-Stage SaaS ($5M–$125M ARR)
Post-Series A companies where the founder-led motion is giving way to a professional GTM team that needs rigor and accountability.
👤
Fractional & Interim CROs
Revenue leaders who want to show up to every engagement with a platform already built — not starting from a blank spreadsheet.
The Platform
The Revenue Intelligence Platform Built for PE-Backed SaaS
Every IOP engagement includes full access. No extra charge. No separate login. Your data, your benchmarks, your story — always current.
16 KPIs. Four Views.
Every metric that actually tells the story of a SaaS business.
Benchmarked against targets your team sets — not industry averages that don't apply to your stage.
Marketing
New ContactsInbound PipelineOutbound PipelinePipeline Sufficiency
Net Dollar RetentionGross Dollar RetentionRevenue Churn RateLogo Churn Rate
Efficiency
SaaS Magic NumberCAC Payback PeriodLTV to CAC RatioNew Logos
AI-Powered Features
Plain-language definition for every metric — what it means, why it matters, what good looks like
AI commentary on every KPI that reads your specific number against your benchmark
Ask Your Data — type any question and get an answer from your actual numbers
Pipeline risk scoring with High / Medium / Low flags and recommended actions
Weekly AI narrative digest delivered to your CEO and board every Monday morning
Year-over-year comparison for any month — every metric side by side
Integrations
🔗
HubSpot CRM
Pipeline, ARR, and marketing data sync automatically
Live
☁️
Salesforce
Opportunities and pipeline stage sync
Coming Soon
💳
Stripe Billing
MRR, churn, and expansion from billing data
Coming Soon
Board-Ready Exports
One click. Board meeting ready.
Export a full board report PDF with all 16 KPIs, trend data, and benchmark context. The weekly Monday digest goes to your CEO and board automatically — written by AI using your actual numbers.
Built for Portfolios
One login. Every company.
PE sponsors and VC firms get a single login with access to every portfolio company. Each company's data is fully isolated. Benchmarks are configured per company. The platform grows with your portfolio.
From messy data to a weekly revenue operating rhythm.
A simple three-step model that helps SaaS leaders see reality faster and act on it weekly.
01
Revenue Diagnostic
We review your current forecast, KPI definitions, pipeline quality, reporting process, and operating cadence to find the biggest points of friction and risk. This is a forensic assessment, not a surface-level review.
Forecast pressure test against customer evidence
KPI and reporting review across all data sources
Pipeline inspection by stage and age
Leadership process and cadence review
90-day corrective roadmap with prioritized actions
02
Platform Launch
We configure the Revenue Assurance Platform around your business so leadership can review consistent metrics in one place. Data is connected, definitions are clarified, and reporting becomes consistent from day one.
Data setup, upload, and CRM connection
KPI alignment and benchmark configuration per company
Board-ready reporting structure
Leadership orientation and onboarding
Weekly digest configuration and delivery setup
03
Weekly Revenue Review
We meet weekly with leadership to review the numbers, identify risk, and drive accountability. The platform becomes the operating system for revenue decisions — not just a dashboard someone checks occasionally.
Weekly review meeting with leadership team
KPI trend discussion and risk identification
Pipeline inspection and deal review
Action tracking and accountability
Ongoing advisory around revenue execution
Engagement Options
Three ways to engage.
Not sure where to start? Start with the diagnostic. We will tell you exactly what is working, what is not, and whether the platform is the right fit.
Assessment
Diagnostic Only
A focused forensic assessment of your revenue engine with a 90-day corrective roadmap and prioritized actions.
Most Popular
Platform + Weekly Review
Software and operator-led weekly discipline. The complete Revenue Assurance model from diagnostic through ongoing cadence.
Advisory
Strategic Advisory Add-On
Deeper GTM support alongside the platform — hiring, comp design, executive coaching, and deal strategy.
Client Outcomes
Cleaner numbers. Better decisions. More credible growth.
Examples of what changes when revenue visibility improves and leadership installs a real operating cadence.
Forecast Accuracy
Forecast credibility restored in two quarters
Situation: A growth-stage SaaS company had strong demand and investor pressure but forecast accuracy was inconsistent — risk surfaced too late and board conversations were reactive.
What changed: We ran a two-week Revenue Diagnostic, then onboarded the company to the Revenue Assurance Platform. KPI definitions were standardized, pipeline was re-qualified, and a weekly review cadence was installed using the dashboard as the single source of truth. The platform's AI commentary surfaced risk before it became a board problem.
Outcome: Forecast accuracy improved from roughly 80% to 95%+. Board conversations shifted from explaining what happened to deciding what to do next. The Revenue Assurance Platform continues to run the weekly cadence independently of the engagement.
Before
~80%
Forecast accuracy
After
95%+
Forecast accuracy
Timeline
2 Qtrs
To stabilize
Pipeline Quality
Pipeline truth replaced pipeline theater
Situation: A SaaS company showed healthy coverage on paper — 3x pipeline against target — but deals slipped consistently in the final weeks of the quarter. Managers lacked objective inspection standards and relied on rep optimism over evidence.
What changed: We reset the forecast methodology, aligned stage definitions and exit criteria, and implemented weekly pipeline inspection using the Revenue Assurance Platform. Coverage ratio, gap to goal, and stage aging became visible in real time. Leadership stopped asking for updates and started reviewing data.
Outcome: Late-stage slippage decreased materially within 60 days. Forecast consistency improved and the company entered the following quarter with a clean, qualified pipeline for the first time.
Key Win
60 Days
To slippage reduction
Visibility
Real-time
Pipeline by stage
Board Report
1 Click
Export ready
Better forecast accuracy
Earlier visibility into risk
Cleaner board reporting
Consistent KPI definitions across the team
Stronger leadership alignment
A weekly revenue cadence that actually sticks
"I've worked with Joshua at three different companies. That is not an accident. When you find an operator who brings clarity, discipline, and zero ego to the work, you stick with them. He says what he's going to do, then does it. Simple, but incredibly rare."
— PE Operating Partner
About
Built by an operator who got tired of bad data and late surprises.
Integrity Operating Partners exists to help SaaS leadership teams run revenue with more truth, more discipline, and fewer surprises.
Joshua Desmond is a 2x exit CRO and GTM leader who has spent years inside SaaS businesses where the board needed answers, the forecast was shaky, and the operating rhythm was not strong enough to catch risk early.
After years of seeing the same pattern repeat — inconsistent metrics, spreadsheet chaos, optimistic pipelines, and board decks built at the last minute — he built the Revenue Assurance Platform to solve the problem at the root.
Integrity Operating Partners combines software and operator oversight to help companies clean up the revenue story and run a better weekly cadence around the number.
Core Principles
High standards. Clear cadence. Predictable outcomes.
Every engagement is built around the belief that operators who show up with real data, a clear process, and consistent accountability create better outcomes than advisors who show up with slides.
