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Tactical, quantified case studies of how companies create value through revenue growth, cost reduction, and process improvement.

Value Levers

  • Revenue Growth
  • Cost Reduction
  • Process Improvement

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TacticalVC · Value Creation Playbook
VALUE CREATION PLAYBOOK

How the best companies create value

Quantified case studies across revenue growth, cost reduction, and process improvement. Real companies, real results, real playbooks.

Browse Playbooks224 Case Studies

Value Levers

Three dimensions of enterprise value creation

Revenue Growth

Levers that increase the top line.

3 sub-levers180 cases

Cost Reduction

Levers that lower the cost base without proportionally reducing output.

3 sub-levers35 cases

Process Improvement

Levers that improve how the business operates — amplifying the impact of revenue and cost levers.

3 sub-levers70 cases

Latest Case Studies

Recently published value creation analyses

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Packaging and Bundling

Rippling

Rippling scaled ARR to $1B+ at 78% growth by stacking HR, IT, and Finance products onto a single employee data platform.

Rippling scaled ARR from $175M to over $1 billion at 78% growth by expanding HR, IT, and Finance onto a single employee data platform that generated $5M in monthly expansion revenue

Enterprise SaaSEnterprise
Revenue Model Shift

MongoDB, Inc.

MongoDB grew Atlas revenue 724% to $1.4B by converting its developer database into a multi-cloud consumption platform.

MongoDB Grew Atlas Cloud Revenue 724% to $1.4B and Total Revenue to $2.0B by Shifting to Consumption-Based Developer Data Platform

Cloud Infrastructure & DevOpsLarge Enterprise
Customer Expansion

Procore Technologies, Inc.

Procore doubled revenue from $515M to $1.15B in three years as contractor growth drove volume-based pricing expansion.

Procore More Than Doubled Revenue from $515M to $1.15B FY2021-FY2024 through Construction Volume-Based Platform Expansion

Enterprise SaaSEnterprise
General and Administrative

Zendesk, Inc.

H&F/Permira's $10.2B Zendesk take-private enabled an 8% headcount cut and restructuring of its –12.5% operating margin.

Zendesk Accelerated Operational Restructuring and Profitability through Hellman and Friedman and Permira 10.2B Take-Private in 2022

Enterprise SaaSLarge Enterprise
Talent and Capability

Accenture

Accenture invested $1B/year in reskilling 250K employees for AI, generating $3B in GenAI bookings in FY2024.

$1.1 Billion Annual Training Investment Repositions Workforce for AI Services Demand

IT Services & ConsultingGICS 4510Large Enterprise
Forecasting and Planning

Clari

Clari grew revenue 264% in three years by deploying AI forecasting that cut enterprise deal slippage by 19%.

Clari grew revenue 264% in three years by deploying AI that cut enterprise deal slippage by 19%

Enterprise SaaSEnterprise

Industries

Value creation analysis by industry vertical

Business Services

10 sub-industries·100 case studies

Commercial Real Estate Services

8 case studies

Consumer

3 sub-industries·7 case studies

Financial Services

3 sub-industries·4 case studies

Healthcare

3 sub-industries·4 case studies

Industrial

3 sub-industries·6 case studies

Insurance Brokerage & Risk

10 case studies

Serial Acquirers & Roll-ups

7 case studies

Software & Cloud

5 sub-industries·78 case studies