Business Transformation · Powered by AI
Roseate helps PE-backed software companies between $10M and $150M ARR combine two decades of operator experience with applied AI — redesigning the workflows that limit growth, margin, and customer outcomes.
How We Engage
Every engagement starts with clear scope, fixed fees, and measurable outcomes. No engagements without clear, measurable outcomes.
A structured review of your commercial operations, support workflows, and revenue processes. We map where time is lost, where AI has real leverage, and what a transformation sprint should target.
The core engagement. We redesign target workflows, build and integrate AI tooling, run production pilots, and document the ROI. You finish with working systems, not slide decks.
For companies that want to keep moving. We stay embedded as a fractional operating partner — managing adopted systems, identifying the next sprint, and running ongoing optimization cycles.
The Method
Every Sprint follows the same architecture — not because it's a template, but because transformation has a sequence that works.
Map current workflows end-to-end. Identify where time, money, and customer experience are lost. Pinpoint the AI leverage points worth building against.
Reengineer the process around what automation can actually do — not what looked good in a vendor demo. We eliminate steps, not just accelerate them.
Build, integrate, and test in production. We own the go-live — tool selection, integration design, security review, and the change management that makes adoption stick.
Measure outcomes against baseline. Document the ROI in terms your board and sponsors can read. Plan the next sprint against the highest remaining opportunity.
Where We Work
We focus on the commercial and operational workflows where AI reliably moves the metrics that matter to PE-backed software companies.
Who We Serve
We work best when the person signing the engagement also has skin in the outcome.
You're accountable for the P&L and you've heard enough AI pitches. You need a partner who has sat in your seat, speaks in outcomes, and delivers working systems — not frameworks.
You own the number and the team. You need workflows that actually support how your people sell, onboard, and retain — not another tool that becomes shelfware after the kickoff call.
You're looking at a portfolio company or a target with real operational upside. We can run the AI diligence, model the workflow opportunity, and lead the first sprint post-close.
The Team
Every principal at Roseate has held an operating role at a PE-backed software company. We engage as practitioners, not advisors.
Principals who have held operating roles — CRO, CMO, CS leadership, GTM Systems — at PE-backed software companies from $5M to $100M ARR. We build and run commercial workflows because we've owned the number they support.
Senior technical leads who own tool selection, integration design, security review, and the change management that makes new workflows stick. They build for production, not demonstration.
Get Started
Start with a 30-minute call. We'll learn enough about your business to tell you whether we're the right fit — and if we are, what the first sprint could look like.