Your company grew. Your systems didn't.Your mission grew. Your systems didn't.

When everything runs through a few people, growth stalls. We sync your sales, operations, and reporting, cut the friction, and automate the busywork so growth runs without you.When everything depends on a few people, the mission suffers. We sync your fundraising, operations, and reporting, cut the friction, and automate the busywork so your staff can focus on the mission.

First fixes in 2 weeksSalesforce, HubSpot, Monday, and custom systems
“We knew what worked. We just never had it automated or documented. RVG turned it into a playbook we can run.”
CEO, $2M Integration firm
$2M → $4M
“We came to RVG to fix our CRM. What we got was an organization that finally runs on clean data, real processes, and donor engagement that actually works. We have nearly doubled our annual giving since.”
Executive Director, Regional Nonprofit

We build your growth engine.

Your sales, operations, revenue, and reporting connected in one system, then written into a playbook your team can train on, automate, and hand to AI.

SalesHow deals move, from first call to close.
OperationsHow work gets delivered and handed off.
RevenueBilling, renewals, and forecasts in one view.
ReportingThe numbers leadership runs the business on.

Your Growth Playbook

Every part connected in one system and written down in the tools you already use, like SharePoint, Notion, or Google Docs.

Train new hires fasterAutomate the busyworkReady for AI

We build your growth engine.

Your fundraising, operations, revenue, and reporting connected in one system, then written into a playbook your staff can train on, automate, and hand to AI.

FundraisingHow gifts move, from first contact to thank-you.
OperationsHow programs, events, and volunteers run.
RevenueDonations, grants, and pledges in one view.
ReportingThe numbers your board and funders ask for.

Your Growth Playbook

Every part connected in one system and written down in the tools you already use, like SharePoint, Notion, or Google Docs.

Train staff and volunteers fasterAutomate follow-up and adminReady for AI

How we work with you.

We start with the problems costing you the most, fix the first ones within two weeks, and work alongside your team until they can run everything on their own.

Step 1

Find and fix

We look at how work actually gets done and fix the first things within two weeks.

Step 2

Plan

We map out a system that fits how your team already works, not a template.

Step 3

Build

We set up the tools, automations, and reports with your team, and train people as we go.

Step 4

Hand off

You get your Growth Playbook and a team that knows how to run it. Then we step back.

Problems we've fixed.

What was broken, what we did, and what changed.

Customer Example
±10%
forecast accuracy, by the second quarter
Commercial services company, $18M

Their sales forecast finally matched what actually closed.

BeforeThree sales teams, three spreadsheets, and a forecast nobody trusted.
What we didMoved everyone into one Salesforce setup, defined deal stages, and built a weekly pipeline dashboard.
Customer Example
90 days
until new reps closed deals on their own
Technology reseller, $6M

New reps started closing deals without the founder.

BeforeThe founder was the only person who knew how to close larger deals.
What we didWrote the sales process into a playbook and built it into Salesforce as guided steps.

Problems we've fixed.

What was broken, what we did, and what changed.

Customer Example
1 hour
to build the board report, down from 3 days
Youth services nonprofit, $3M budget

Board reports went from three days of spreadsheet work to under an hour.

BeforeDonor data spread across a spreadsheet, an event platform, and an old database.
What we didMoved everything into Salesforce Nonprofit Cloud, merged duplicates, and connected the event platform.
Customer Example
+12 pts
donor retention in year one
Health charity, $8M budget

More donors gave again, because relationships no longer lived in one person's notes.

BeforeMajor gift officers tracked prospects in their own notes, so relationships left with staff.
What we didBuilt a major donor process in Salesforce and trained the development team to use it.

Talk with Jeremy for 30 minutes.

Tell us what's slowing the business down. No sales pitch. We'll tell you what we'd fix first.

Jeremy Bliler
Jeremy BlilerFounder, Rise Venture Group