Direct Ascent is the customer profitability platform for Finance teams.

Use Operational Intelligence to deliver insights to Sales, Marketing, Product, and Operations.

Platform Overview

Customer Profitability

Know which customers generate the most revenue relative to the cost to acquire, serve, and retain them.

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Operational Intelligence

Provide AI-generated insights and recommendations for hiring, spending, and business reviews.

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GTM Design

Generate a full-funnel GTM model that covers leads through closed deals.

Staffing & Capacity Planning

Consider sales rep attainment, hiring, ramp, and attrition to achieve desired targets.

Problems Solved / Value Proposition

Guide Operations

Align operational activities to your ICP, shorter payback periods, higher CLTV/CAC, etc.

Optimize Marketing and Demand Gen Spend

Reduce spending where monetization is low and direct $’s where growth can accelerate.

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Achieve Organizational Alignment

Integrate upstream and downstream dependencies to foster shared accountability for the customer journey.

Rebalance Headcount

Add resources where attainment is exceeding expectations.

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Use Cases

Finance Use Cases

  • Provide cohort and customer economic analysis.
  • Validate Go To Market models with real-time data from the field and operations.
  • Enable dynamic planning to support more agile decision-making on headcount and expenses.
  • Direct incremental investment to scalable growth endeavors.
  • Establish guardrails for the customer engagement model.

Go To Market Use Cases

Investor Diligence Use Cases

  • Get BoD sign off on your operating plan for the new fiscal year.
  • Support new investor financial and operational diligence to secure future financing.
  • Prove that your GTM motions are scalable.
  • Highlight the attractiveness of your business model to support a higher valuation.
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Our Background

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We have led companies ranging from $0M to multiple $B’s of revenue.
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Our team has found that the challenges of scaling a business are similar, no matter the size or maturation of a company.
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We are a venture capital-backed company headquartered in the SF Bay Area.