Partners

Grow together

We partner with agencies, SaaS platforms, and investment firms to deliver revenue growth for B2B organizations. You handle the relationship — we handle the execution.

0%

Clients at exit-stage performance

0d

Avg time to measurable impact

0+

Years B2B SaaS operator experience

Why Formulytic

What makes us different as a partner

Operator-Led Execution

We don’t hand over a strategy deck. Our founder has 10+ years as an in-house B2B SaaS GTM operator — we execute the work ourselves.

Integrated GTM + RevOps

Most agencies do demand gen OR RevOps. We build both as one system — channels and infrastructure designed together, not bolted on after the fact.

Platform Agnostic

We work across HubSpot, Salesforce, and Marketo. Your clients don’t need to switch platforms — we meet them where they are.

White-Glove Partner Experience

You stay in the loop at whatever level you want. We protect your client relationship and make you look good — not the other way around.

Partnership programs

Three ways to partner

Referral Partnership

Agencies & Consultants

You handle the relationship. We handle the execution. Partner with us to deliver demand gen and RevOps services to your clients without building the team yourself.

You bring

  • Client relationships & referrals
  • Domain expertise
  • Visibility into client gaps

We provide

  • Execution & delivery
  • Attribution reporting
  • White-glove service
Referral & Co-sell

B2B SaaS Organizations

Leverage our platform expertise for your customers. We provide qualified referrals and co-sell support for complex deals.

You bring

  • Platform technology & customer base
  • Partner programs
  • Complex sales support needs

We provide

  • Platform expertise demonstrations
  • Qualified referrals
  • Co-sell support
Portfolio Support

Venture Capital & PE Firms

Give your portfolio companies proven GTM playbooks and revenue infrastructure. 40% of our clients achieve exit-stage performance.

You bring

  • Portfolio companies needing growth
  • Investment networks
  • Portfolio visibility

We provide

  • Revenue infrastructure
  • GTM playbooks for B2B SaaS
  • Exit-stage performance track record

How it works

Five steps to a successful partnership

01

Identify

Spot the gap

You encounter a client need that falls outside your core discipline — demand gen, RevOps, or revenue infrastructure.

02

Connect

Make the intro

You make a warm introduction to Formulytic. We take it from there — no awkward handoffs, no undermining your relationship.

03

Scope

We define the work

Formulytic runs a discovery call and scopes a proposal tailored to the client’s specific revenue goals and tech stack.

04

Execute

Work kicks off

Formulytic engages directly with the client. You stay looped in at whatever level makes sense for the partnership structure.

05

Win

Shared success

The client hits their targets. Your relationship gets stronger. The partnership compounds over time as we grow each other’s business.

FAQ

Frequently asked questions

You introduce us to a client who needs demand generation, RevOps, or revenue infrastructure support. We run a discovery call, scope the engagement, and handle all execution. You stay in the loop at whatever level you prefer. There are no exclusivity requirements and no minimum referral volume — one introduction is enough to get started.

Our ideal clients are Series A through C B2B SaaS companies with $5M to $100M ARR. They typically have product-market fit but need help scaling pipeline, building revenue infrastructure, or aligning their GTM operations. Common triggers include a new VP of Marketing hire, a CRM migration, or board pressure to improve forecast accuracy and attribution.

We position ourselves as an extension of your recommendation, not a replacement. All client communication is transparent — you get visibility into project status, milestones, and outcomes. We never upsell or cross-sell your client without your awareness. The goal is to strengthen your relationship by delivering results that reflect well on the introduction you made.

We work directly with portfolio companies on demand generation and revenue operations — typically as a fractional GTM team. Engagements are scoped per company based on their stage and needs. For firms with multiple portfolio companies, we offer portfolio-level pricing and a shared playbook approach that accelerates onboarding for each new company.

Partner onboarding is lightweight — typically a single 30-minute call to align on how you want the referral process to work, what types of clients you encounter, and your preferred level of involvement. From there, any referral can move to a discovery call within 48 hours. There is no lengthy certification or training program required.

Let’s build a partnership

Book a call to discuss how we can work together to deliver revenue growth for your clients, customers, or portfolio companies.