RevRoad is a great fit for early-stage startups with valuations around the $3 million mark. We look for companies with a full-time founder and at least one co-founder, ideally with a B2B tech focus. The product should be at the MVP stage with some user traction, which could be beta or pre-revenue. Founders should have at least 6 months of operating runway.
While these criteria are important, the founders are what truly determine fit. We love working with founders who are capable yet humble, knowing they could succeed on their own but recognizing they could achieve success faster and better with the help of other smart and experienced people. The founders we partner with are coachable, customer-obsessed, and resilient, and they know the pain points they are solving firsthand.
At RevRoad, we strategically target investments in verticals, industries, and emerging spaces where our venture services can offer a distinct competitive advantage. By aligning our investment focus with areas where we can leverage our expertise, we ensure that our portfolio companies receive the most effective support, driving significant value and growth.
Our current target verticals include:
While this focus serves as a guiding framework, it is not a rigid constraint. We’re open to considering high-potential startups that fall outside our primary sectors. If you have a unique technology approach to solving a problem you can’t shake—regardless of your niche—we’d love to speak with you!
RevRoad differs from traditional venture capital firms and accelerators in that we offer comprehensive services—beyond just capital—to support startups. Most VC firms focus on financial investment. We provide hands-on expertise across multiple business functions in exchange for equity. This service-for-equity model, sometimes referred to as Venture Services, helps startup founders focus on what they do best, while we support them in building sustainable processes in sales, branding platform and messaging momentum, produce feature buildout, or other areas that might have gaps. By supporting growth with a strategy lead and meaningful capital and finance consulting, we liberate founders from friction points that can create distraction and burdens, while also helping them identify how and when to add talent to their own teams.
RevRoad is both! We are accountable for delivering top-notch venture services that drive value for your company. At the same time, we hold you and your team accountable—just like any other investor would.
Our approach is not just about performing services; it’s about building a partnership. We will have honest, sometimes difficult conversations to address weaknesses and refine strategies to help you succeed. Your growth is always our first priority
We rely on each other, challenge each other, and push each other to achieve the best possible outcome for your company. Ultimately, our goal is to build a strong, trusting partnership where both sides are committed to maximizing the company’s success.
RevRoad offers two services programs: the Ascent program and the Summit program, each with its own set of terms.
In the Ascent program, portfolio companies receive $250K in Venture Services, which is delivered in exchange for a SAFE note with a $3.125 million cap and no discount.
Approximately 50% of Ascent participants will advance to the Summit program. In Summit, companies receive an additional $250K in Venture Services, given in exchange for a SAFE note with an $8 million cap and a 20% discount.
RevRoad offers what we call Venture Services, designed to provide startups with access to experts in six core functional areas: Strategy, Development, Sales, Marketing, Finance, and Capital. These experts are not only leaders in their respective fields, but they are also experts in Lean Startup principles, ensuring that their guidance and execution are tailored specifically to the unique needs of early-stage companies.
Each portfolio company works closely with our service teams as both thought partners and operators. Depending on the type of work, RevRoad’s team advises on strategy and also directly executes the necessary tasks to drive growth. Whether it’s building your product, refining your go-to-market strategy, or optimizing your financial model, our team actively supports your progress every step of the way.
In addition to these core services, RevRoad also offers a suite of value-added offerings, called Member Benefits, such as access to pro bono and discounted services, a network of potential customers and investors, access to industry expert advisors and mentors, and a talent pool for key hires, ensuring startups have the tools and resources needed to succeed beyond the initial engagement.
RevRoad’s service packages are measured based on value provided, rather than a fixed length of time. Each program—Ascent and Summit—has its own 9-month window. This means that companies have up to 9 months in each program to utilize the full scope of services offered.
If the services are consumed before the 9-month mark, the engagement wraps up earlier. For each program, the engagement ends once $250K of value in venture services has been delivered, regardless of whether that happens within the full 9-month period or earlier. It is the responsibility of the company’s founding team, working closely with RevRoad service providers, to use the value well and on time. There are no adjustments or concessions on terms for any unused services by the 9-month period.
RevRoad offers two distinct service packages within its programs: Go-to-Market (GTM) and Product.
The Go-to-Market package is designed for startups with a fully functional MVP and a strong technical founder or development team in place. This package focuses on helping startups refine their sales and marketing strategies, build a scalable revenue engine, and define their ideal customer profile. The GTM package primarily supports companies that need help in growing their customer base, creating a repeatable sales process, and scaling their go-to-market efforts.
The Product Development track is ideal for startups that have an MVP but need to continue developing their product to make it more robust and ready for mass market adoption. Startups that choose this package typically have a strong sales or go-to-market team but need support in product development, refining the feature set, and ensuring that their product is built to scale.
Further information about both the Go-to-Market and Product Development tracks is available upon request.
Many founders might be tempted to compare RevRoad’s offering to outsourcing services to a variety of agencies or hiring fractional team members. They may think, “I can get these same services through the market.” Those who pursue that path are bound to find that while market rates may be comparable, the value they receive from other service providers won’t come close to what RevRoad delivers. Here’s why:
RevRoad’s team has a depth of startup-specific expertise that is almost impossible to replicate. We’ve collectively worked on hundreds of startups, and we know the Lean Startup framework inside and out. If you go to a standard agency or contractor, you might get services designed for large, established companies. But that approach can be the worst thing for an early-stage startup. RevRoad’s venture services team is highly skilled at navigating startup challenges and guiding you around common pitfalls.
Founders who hire multiple service providers or agencies often find themselves dealing with fragmented strategies. The right hand doesn’t know what the left hand is doing, leading to a loss of strategic alignment. At RevRoad, you get all these services under one roof, delivered in a fully coordinated and collaborative manner. Our teams communicate constantly, align on the same strategic plan, and execute with a unified vision. This cross-functional collaboration ensures every service is rowing in the same direction toward a common goal.
Because we are compensated with equity rather than cash, we’re fully aligned with your long-term success. Unlike other service providers who are incentivized to keep the cash flow coming, our focus is on maximizing the value of your business. As equity owners, we’ll always steer you toward what’s right for your company, even if it’s the harder path.
The $250K of Venture Services doesn’t capture the additional value of RevRoad’s Member Benefits, which continue indefinitely even after your engagement with us ends. Through our network, we can connect you with the right investors, customers, key hires, and industry leaders—opportunities that can be transformational for your startup’s growth. These benefits can be worth even more than the core services we provide.
Every portfolio company at RevRoad is assigned a Strategy Lead. This person serves not only as your primary point of contact but also as a strategic advisor and account manager throughout the entire engagement.
Your Strategy Lead is responsible for guiding the creation and iteration of your Dynamic Strategic Plan (DSP), ensuring that all RevRoad services are aligned and working toward your startup’s goals. They will act as a thought partner, helping you navigate challenges, seize new opportunities, and refine your strategic direction.
Ultimately, they are your go-to person at RevRoad—coordinating across all service teams and ensuring that your experience with us is seamless and effective.
While we are not subject matter experts in all domains, our team has deep experience across a wide range of verticals and extensive expertise in our target industries. Our focus areas include B2B SaaS, Cybersecurity, Fintech, IoT, AgTech, Mobility, Climate Tech, Gaming, Dual-Use Civilian-Defense Tech, and AI/ML.
However, it’s important to understand that at your current stage, what matters most is partnering with people who know how to build a startup. The principles of Lean Startup and the best practices for how to scale a company are largely universal—meaning that even if we aren’t subject matter experts in your field, we can still deliver massive impact by applying proven startup-building principles.
We also rely on you and your expertise.With our deep background in technology startups and your specific knowledge in your niche, we make a balanced and capable team.We have multiple examples of companies where we didn’t start out as experts in their field, and those companies have gone on to raise follow-on rounds and are currently seeing remarkable success. So, while we have a specific strike zone we play best in, we can quickly learn new verticals and become valuable partners.
RevRoad’s team works in a cross-functional, collaborative manner. The Dynamic Strategic Plan (DSP) ensures that all service areas—whether it’s Sales, Marketing, Development, Strategy, Finance, or Capital—are aligned with your overall business goals. Regular cross-team meetings and check-ins help maintain communication and coherence across all efforts.
One of the key differentiators of RevRoad’s offering is that all our services are under one roof and perfectly aligned. Most founders who rely on piecemeal contract or fractional services from multiple third-party providers don’t have this benefit. With RevRoad, you don’t need to worry about outsourcing the most important functions of your business to disconnected providers. Our teams work together, ensuring that all efforts are exactly aligned and focused on driving your business forward.
Your company retains full ownership of all work performed by RevRoad’s service teams. Whether it’s development, marketing collateral, or financial models, we ensure that all deliverables are transferred to you with no retained rights or claims from RevRoad, including having all our employees sign a Proprietary Information and Invention Assignment agreement (PIIA) to protect you.
Absolutely! RevRoad works seamlessly with existing internal teams or outside contractors. Whether it’s marketing, development, or sales, we collaborate closely to amplify efforts and ensure alignment with your strategic goals.
Yes, RevRoad has experience working with companies aiming to expand into international markets. We can help develop global go-to-market strategies, advise on international sales and marketing efforts, and assist with fundraising and financial planning related to scaling abroad.