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Client Stories

Our Clients Use OneGuide to Maximize Portfolio Value Creation

"Our use of the platform continues to excite me. We have this deep pile of content that’s proprietary to Updata. It’s compounding"
Ryan Brady
Head of Value Creation, Updata Partners
“OneGuide has let me be more helpful in more areas. To be able to say here’s a guide on pricing, or on hiring, or on setting up your books."
Megan Dubofsky
Operating Partner, Ten Eleven Ventures
Our use of the platform continues to excite me, and the team is seeing the value: when we send out monthly emails, in the number of webinars we do, and now as we have lots of content to send to prospects on a drip cadence. We have this deep pile of content that’s proprietary to Updata. It’s compounding

Ryan Brady
Head of Value Creation at Updata Partners

How Pacifiic Lake generated 2,000+ monthly page views

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How Ten Eleven scaled 
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Value Creation Stories

How Resurgens helped Case IQ accelerate M&A integration
How Resurgens helped Case IQ accelerate M&A integration
Case IQ was integrating an acquisition and wanted to ensure they could realize synergies.

Resurgens built a guide on “Managing M&A Integration”, including templates and guidance on topics like communications planning and integration planning and management.

Case IQ leveraged the Resurgens guide to validate their planning, and make decisions around integration strategy.
How Sageview helped CallRail build their finance talent roadmap
How Sageview helped CallRail build their finance talent roadmap
CallRail wanted perspective on if they should add finance headcount, and where to add.

Sageview created a guide and held a discussion on “Scaling a Finance and Accounting Function,” with their Senior Advisor Bill Ingram, former CFO of Avalara.

Callrail's CFO incorporated insights and org-building guidance from the guide to create the function’s talent roadmap.
How Long Ridge helped Oritain plan their data org structure
How Long Ridge helped Oritain plan their data org structure
Oritain needed guidance on who should be responsible for a data team, and ideal org structure.

Oritain's COO found a recording of a portfolio discussion Long Ridge had hosted on Building a Data Analytics Function, including discussion of centralized, decentralized, and hybrid models.

Oritain made an informed decision to move from a very decentralized approach to a hybrid model.
How Blueprint helped Sprocket Security scale their sales function
How Blueprint helped Sprocket Security scale their sales function
Transitioning out of founder-led sales required Sprocket Security to implement scalable processes.

Blueprint brought together a group of portfolio leaders for a roundtable discussion on "Scaling From 1-10 Sellers" with a nine-time growth-stage head of sales as guest expert.

Insights on onboarding new sellers and capacity planning helped Sprocket Security build a more scalable sales function.