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Covert Revenue
Series A & Post-Funding

Scale Your GTM Motion Without the Growing Pains

You just raised capital and the pressure is on. We build the RevOps and CRM infrastructure you need to hit your numbers, align your teams, and satisfy the board.

The Series A Inflection Point

You've hired new reps, increased your marketing spend, and the board is expecting predictable growth. But suddenly, your CRM is breaking, data is messy, and visibility is dropping.

At the Series A stage, founder-led sales isn't enough anymore. You need a scalable, repeatable go-to-market engine. The systems that got you to $1M-$3M ARR will break when you try to push them to $10M. Without a solid RevOps foundation, you risk burning through capital on inefficient processes, lost leads, and reps spending more time on admin than selling.

Covert Revenue specializes in stepping in at this critical juncture. We transform your chaotic, ad-hoc CRM setup into a streamlined, automated revenue engine that provides the visibility your leadership team needs and the efficiency your reps crave.

Common Series A Growing Pains

If you're experiencing these issues, your revenue engine is leaking.

Data Quality Issues

Duplicate records, missing contact info, and inconsistent data entry make it impossible to trust your pipeline or forecast accurately.

Low Rep Adoption

Your sales team hates using the CRM because it's clunky and requires too much manual data entry, leading to shadow pipelines in spreadsheets.

Board Reporting Nightmares

Pulling together the monthly board deck takes days of manual spreadsheet gymnastics instead of being a simple dashboard export.

Broken Attribution

Marketing is generating leads, but you have no idea which campaigns are actually driving closed-won revenue, making ROI impossible to calculate.

What You Need to Scale

The essential RevOps infrastructure for post-funding success.

01

Proper CRM Setup

A customized HubSpot or Salesforce instance tailored to your specific sales motion, with clear deal stages and required fields.

02

Smart Automation

Automated data enrichment, task creation, and follow-up sequences that save your reps hours of manual work every week.

03

Lead Routing

Flawless lead handoff from marketing to sales with automated round-robin assignment and SLA tracking to ensure speed-to-lead.

04

Executive Dashboards

Real-time visibility into pipeline health, conversion rates, and revenue forecasts for leadership and board reporting.

Why Fractional RevOps Beats Hiring

Building an in-house RevOps team is expensive and slow. We offer a better way.

The Traditional Way

  • ✕Spend 3-6 months recruiting and hiring a RevOps leader ($150k+ salary).
  • ✕Wait another 3 months for them to ramp up and audit your systems.
  • ✕Realize they are too strategic to do the tactical CRM development work.
  • ✕Have to hire an additional CRM admin ($90k+ salary) to actually build things.

The Covert Revenue Way

  • ✓Deploy a fully embedded RevOps team immediately at a fraction of the cost.
  • ✓Get both strategic guidance and tactical, hands-on CRM execution.
  • ✓See tangible improvements in your systems within the first 30 days.
  • ✓Scale our involvement up or down as your business needs change.

Success Stories

See how we've helped other post-funding startups scale their revenue operations.

"The Covert team provided a ton of thought leadership to take us from founder-led sales to a growing and successful in-house team. They also helped us implement HubSpot as our single source of sales truth."

Mark Catalano

Mark Catalano

CEO, Takeshape

"Working with Tyler and his team has been an absolute pleasure. He seamlessly integrates into our team, feeling more like a full-time member rather than a contractor. Tyler is deeply involved in our day-to-day operations and has a comprehensive understanding of our entire RevOps function. This allows him and his team to keep our HubSpot instance running smoothly, anticipate CRM changes to support our sales and marketing initiatives, and introduce fresh ideas and best practices. He's an invaluable collaborator and a trusted resource who consistently gets things done quickly."

Smitha Gopal

Smitha Gopal

COO, EcoMap

Post-Funding RevOps Checklist

Not sure where to start? Get our comprehensive checklist for auditing your GTM systems.

Is your CRM ready to scale?

We've compiled the exact 50-point checklist we use when auditing new Series A clients. It covers data hygiene, automation health, reporting accuracy, and tech stack integration.

Frequently Asked Questions

When is the right time to invest in RevOps?+
The ideal time is right after a funding round (Seed or Series A) when you are expected to scale your sales team and hit aggressive growth targets. Bringing in RevOps early prevents the technical debt and messy data that become incredibly expensive to fix later.
Do you work with HubSpot or Salesforce?+
We are experts in both platforms. We can optimize your existing instance, manage a migration from one to the other, or implement a brand new instance from scratch depending on your specific needs.
How quickly can we see results?+
We focus on quick wins in the first 30 days—typically cleaning up data, fixing broken automations, and building foundational dashboards. More complex architectural changes and go-to-market optimizations are rolled out systematically over the first 90 days.
How do you integrate with our existing team?+
We operate as an embedded extension of your team. We join your Slack/Teams channels, participate in relevant revenue meetings, and communicate directly with your sales reps and marketing team to ensure high adoption of the systems we build.

Ready to Build a Scalable Revenue Engine?

Stop letting broken systems slow down your growth. Let's discuss your GTM strategy.