Bringing Deep Sector Expertise To Your Due Diligence Process and Portfolio Challenges

We help Private Equity and Venture Capital investors sort the wheat from the chaff by bringing decades of B2B  operational and board experience to the table; whether that’s to aid due diligence, strengthen the Board or simply help diagnose and fix existing portfolio issues.

Struggling to Diagnose Portfolio Growth Issues?
Need Serious Expertise in the Acquisition Process?

We’re not your typical consultants – we’re a team of battle-tested veterans who’ve built,
consulted for and exited scaled B2B businesses. We understand the unique challenges your deal flow and portfolio teams face. We exist to work alongside as a partner to help you deliver both, at scale.

Our Advisory, NED, GTM and Revenue Services provide the experience and tools to GROW
fast, without the usual pain through our two key workstreams…

What Makes Us Different?

We Speak Your Language

We’ve been in the trenches and have supported due diligence processes, so we get the specific challenges you face. No more generic advice – you get actionable support, reporting and diagnosis tailored to your deal.

We Get Our Hands Dirty

Forget ivory tower consultants. We’re an extension of your team, working alongside you at any level – boardroom, strategy, or operational – to ensure you know what you are investing in, or can quickly diagnose and fix existing growth challenges.

We Can Strengthen the Board

We don’t just advise and consult either, we can add further value as investor NxDs or Chairs to further align us in the process. It's not an offering that fits every deal, but where it does it can create much deeper, longer term alignment and relationship.

Meet The
Team

Our core team is who you work with each day and they’re augmented by our huge Scaler Network, bringing specific specialisms and experience to the table, precisely when we need them.

OUR EXPERTISE & EXPERIENCE

The Key Services We Offer

We know what we’re good at and what we’re not. Our experience and expertise lives through the following services:

And We're Good At It, According To Our Clients...

Scaled Reviews
CRO - Bannerflow
Verified Review
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"They have come in and quickly understood our business, despite its complexity. Initially they have built out our pipeline for a specific territory we want to grow in, but now support on the transformation of our entire approach to Rev Ops and marketing."
Pete Reis-Campbell - CEO & Founder, Kaizen
Verified Review
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"They have various frameworks, methodologies, and processes to help any business overcome growth challenges but more importantly they have been there and built it! That lived experience has added at least £6m in EV for us. We have 5x our OP since working with them"
Nick Thackray - Creative Director, Phable
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"Their first hand experience in successfully scaling a business has provided us with invaluable insight and unbelievable revenue growth. Scaled is the reason for our success in short and working with Richard has been nothing short of brilliant."
Andrew Mole, CEO, PUBx
Verified Review
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"The team's capability and passion for our business is unmatched and so far they have built sales pipeline improvement in excess of £1m in MRR. Mind blowing for us and as a result we are expanding their services with us."
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How You Can Buy From Us

Consultancy, NED and Advisory

£ 1600
/mo
  • Our Senior Partners and Managing Partners lead our key headline offering, designed to fully support you through a long term growth programme.
  • The process sees us working together, acting as an advisor/NED to ultimately affect every area of the business so you GROW faster, and without the pain.

RevOps, Sales & Marketing

£ 1000
/mo
  • Our revenue services team has masses of experience in growing agency pipelines and converting business.
  • We work with you to build a bespoke plan to grow revenue and can handle ALL or just elements of the entire sales and marketing process. We truly act as an extension to your team.

Detailed Go To Market Projects

£ 3000
  • Getting Go to Market right is absolutely CRITICAL to the success of your agency now as competition ramps up.
  • We take you through a root and branch process, borrowed from the world of SaaS that will ensure you stand out from the crowd and own your niche - from proposition to sales and marketing and beyond.
What impact does it have?
Scaled makes a
BIG difference…
Whilst we can harp on all day about how we can help you break through those glass ceilings to true scale we think it best you hear from the people we have helped already. Real world case studies matter in B2B after all, right?

FAQs

Our consultants, led by managing partner Simon Penson, all have significant exit stories to tell with Simon himself having exited two different digital businesses over the last 15 years. The first was one of the first affiliate content groups and the second a 280 person agency in a deal worth north of £35m.

Alongside that Simon also helped to build one of the UK’s foremost VC Funds and has invested in and supported more than 100 B2B SaaS and tech-enabled service businesses and now he works as an advisor, consultant and NxD for several B2B businesses.

He now supports several PE houses and VC funds with commercial due diligence and existing portfolio growth support.

The answer is simple – B2B! But to be even more specific we have the most experience across the agency and consultancy ecosystems as well as tech-enabled service organisations and B2B Software.

We partner with VC funds and PE Houses in two ways:

  1. To support new investment commercial due diligence covering the end-to-end spectrum from team and organisation structure to sales and marketing analysis and even culture.
  2. Supporting existing portfolio companies diagnose and fix existing growth issues so they can run faster.

Costs vary depending on the stage of the business, amount of time commitment needed for the role. We work on both a consultancy/strategy level but also have capability and capacity to execute also, especially across the sales, marketing and RevOps piece.

That’s easy! Simply get in touch via the Contact Us button in the menu and we will be in touch the same day. We offer free consultancy sessions as fit is important for us too. We ONLY work with those who we feel we can truly help reach ‘success’.

Scaled is a ‘mission-focused’ business. It was borne out of the personal learnings of exiting a significant B2B agency business and the realisation that money doesn’t solve everything. We found our collective purpose in wanting to help others build and make that journey just a little less painful than our own. Every Scaler that joins must share this belief if they are to make it through our intensive interview process. It has to MATTER because when it does we deliver.