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
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
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
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
Identify
Spot the gapYou encounter a client need that falls outside your core discipline — demand gen, RevOps, or revenue infrastructure.
Connect
Make the introYou make a warm introduction to Formulytic. We take it from there — no awkward handoffs, no undermining your relationship.
Scope
We define the workFormulytic runs a discovery call and scopes a proposal tailored to the client’s specific revenue goals and tech stack.
Execute
Work kicks offFormulytic engages directly with the client. You stay looped in at whatever level makes sense for the partnership structure.
Win
Shared successThe client hits their targets. Your relationship gets stronger. The partnership compounds over time as we grow each other’s business.
What we deliver
Services your clients get access to
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.