NextLevel mechanisms for growth

Taking companies to the next level with tailored strategies, hands on support, and expert guidance

Your Partners for Growth

We partner with exceptional businesses to drive sustainable growth by leveraging our deep experience, transparent style, and balanced approach.

people who trust us

"Level has been a great partner to Planet DDS from the beginning. The firm is filled with high-integrity people whose actions have always followed their words. The team at Level has a keen understanding of what motivates CEOs, allowing executives the room to solve problems while providing the support necessary to increase the likelihood that those decisions are correct."

Eric Giesecke

CEO, Planet DDS

Please see below for important disclosures related to CEO Endorsements.

Transform Your Business

You and your executive team will work alongside our investment and NextLevel Operations teams to build and execute a comprehensive Strategic Value Plan for your next phase of growth. Starting in due diligence, we’ll partner with you to identify and execute on key growth levers like market expansion and operational efficiency.

1:1 Coaching & Mentoring

Based on the unique needs of each company, we'll provide coaching, mentoring, and collaborate with your team on strategic projects.

Team Building

Get guidance on organizational design, executive hiring, and onboarding to bring on the right people for your next chapter.

Expanded Network

Benefit from a community of 400+ growth stage peers, annual summits, peer mentorship groups, roundtables, and a vendor referral ecosystem.

Events

Join annual summits, mentorship circles, round tables, and webinars to learn from your peers in the portfolio and other growth stage leaders.

Talent Ecosystem for Tailored Support

Partner with trusted experts and advisors from our three tier talent ecosystem. Strategic Vendors are vetted and curated to scale growth and offer tactical expertise. Special Operators serve as experienced SaaS leaders that accelerate the company’s highest-impact initiatives and integrate seamlessly with our value creation team. Nextlevel Operations aligns to the three critical domains of your business, with a unified strategic approach.

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Foundations of Scale

You'll gain access to proven methodologies for the key pillars that will support your next stage of growth.

Strategic Value Plan

A clear, shared roadmap focused on the 3–5 key drivers of enterprise value.

AOP (Budget)

Unified annual plan linking strategy to financial execution and measurable priorities.

Long Term Financial Forecast

Forward-looking model connecting revenue drivers, costs, and capital needs.

Monthly KPI Dashboard

Single source of truth for performance, accountability, and decision-making.

AI-Driven SDLC Transformation

Modern SDLC redefined by AI to accelerate delivery, improve quality, and reduce cost.

GTM Planning Prism

Multi-lens view of revenue model establishing growth levers and efficiency drivers.

ICP 2.0

Comprehensive, data-backed customer profiles capturing value delivered.

Renewal & Forecasting Strategy

Strategy backed by data including segmentation, customer journey, and health scores.

Insights Engine

Scoring strategy, models, and operations to deliver actionable funnel insights.

Always Exit Ready

Process and mindset to stay due-diligence ready and maximize enterprise value.

people who trust us

"The Level team has really good instincts and intuition. They also have a very balanced approach to growth and to building a very successful business, with open dialogues and a direct line of communication."

Anthony Brooks-Williams

CEO, HVR

Please see below for important disclosures related to CEO Endorsements.

NextLevel Operations Team

Experienced SaaS leaders who understand the challenges you face. Our team will work alongside yours to build tailored strategies and solutions for the unique needs of your business.

Ray Carey

Head of Next
Level Operations

Amy Kramer

Operating Partner,
Go-to-Market

Caleb Hill

Operating Partner,
Finance & Operations

Ron Yang

Operating Partner, Product Strategy & AI

Katie Christian

Operating Expert,
Retention

Jen Flanagan

Operating Expert,
Revenue Operations

Hilary Kay

Operating Expert,
Marketing

Amanda Mertes

Operating Expert, Operations and M&A

Jake Foster

Special Operator,
Technology

Patrick Donelly

Special Operator, AI

Sam Miller

Special Operator, GTM

M&A Opportunities

If you’re exploring growth opportunities through M&A, we can serve as your corporate development arm. Our deep experience in corporate growth and robust sourcing engine will give you a competitive advantage to source, execute, and integrate transformative mergers.

Success Stories

"Level took the time to understand the nuances of what made simPRO tick and what made us unique. They’ve empowered us to work as a unit and as a team, and we’ve leveraged their expertise and knowledge to be successful."

Sean Diljore

Former CEO, simPRO

Read Success Story

"Level has been an exceptional partner who provided guidance and insight that made us a much better company that helped us build Fusion into a market-leading global brand."

Daniel Nolan

Strategic Advisor and Founder, Fusion

Read Success Story

"Level has been an awesome partner for Instaclustr right from the get-go and all along the way. Having a global firm that could help us scale internationally was crucial for us as we expanded the business around the world and their depth of experience really came through in what was to become the next step of our journey. Whether things were going well, or there were hard decisions to make, Level was incredibly supportive and valuable to the founding team."

Peter Lilley

CEO & Co-Founder, Instaclustr

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"Level Equity was a fantastic partner for CloudCheckr. They were easy to work with, supportive and a great resource for the management team. They took the time to understand a complex business and were willing to invest into long-term initiatives. They were instrumental in helping us shape and pursue our vision. Their style is hands on, but not intrusive and extremely supportive. "

Tim McKinnon

CEO, CloudCheckr

Read Success Story

"Level has been a great parter to Planet DDS from the beginning. The firm is filled with high-integrity people whose actions have always followed their words. The team at Level has a keen understanding of what motivates CEOs, allowing executives the room to solve problems while providing the support necessary to increase the likelihood that those decisions are correct."

Eric Giesecke

CEO, Planet DDS

Read Success Story

"Working with Level Equity was an incredible experience. Their deep expertise in maturing companies of our size was vital to our growth and eventual sale. Their founder-friendly ethos made every step of the process collaborative and supportive."

Eric Elfman

Co-founder & CEO, Onit

"From the outset, Level was a true partner, embodying the same core values I hold dear—transparency and candor, whether the news is positive or challenging. Their support and guidance not only helped me grow personally but also provided the right foundation to drive our business forward."

Doug Thede

CEO, SiteHawk

"Level was an outstanding investment partner and had direct impact on how we thought about and executed our growth plans. I have had exposure to numerous investors over several decades and Level always stood out as having immense urgency while being straightforward, thoughtful and very strategic in the way they approach business building. I would work with them again without hesitation!"

Ron Books

CEO, ECi

"I often get reference calls for Level, and my advice is-- If I had money and I was investing it, Would I invest it with Level Equity? One hundred percent. No doubt about it in my mind. It was an incredible experience to partner with them and I look forward to the opportunity to partner with them again."

Mark Sedgley

CEO, MemberClicks

The statements provided herein are made by certain founders or executives of Level’s past and/or current portfolio companies. The founder is not a past or current Level client or fund investor. Certain statements made herein are deemed “endorsements” because they are made by an individual other than a current client or private fund investor and indicate approval, support, or a recommendation of Level, or describe the individual’s experience with Level. The individual has not been directly compensated for making these statements. However, the portfolio company in which the individual may hold a significant equity interest may have received financial investment from Level through one or more funds managed by Level. As such, the individual may have an indirect financial interest in the success of Level’s activities or in presenting Level in a favorable light.

The individual’s statements reflect past, subjective experiences and are not indicative of future performance or success. Any endorsement made by the individual does not guarantee that future clients or portfolio companies will have similar experiences or achieve similar outcomes. Investment outcomes are subject to numerous risks and uncertainties, and there can be no assurance that any investment will achieve its objectives or that investors will not experience losses. The statements made by these founders should not be considered specific investment advice, does not take into account any specific situation, and is not intended to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed.

NextLevel mechanisms for growth

Your Partners for Growth

Transform Your Business

1:1 Coaching & Mentoring

Team Building

Expanded Network

Events

Talent Ecosystem for Tailored Support

Foundations of Scale

Strategic Value Plan

AOP (Budget)

Long Term Financial Forecast

Monthly KPI Dashboard

AI-Driven SDLC Transformation

GTM Planning Prism

ICP 2.0

Renewal & Forecasting Strategy

Insights Engine

Always Exit Ready

NextLevel Operations Team

Ray Carey​

Amy Kramer​

Caleb Hill

Ron Yang

Katie Christian​

Jen Flanagan​

Hilary Kay​

Amanda Mertes​

Jake Foster

Patrick Donelly

Sam Miller

M&A Opportunities

Success Stories

Want to learn more about our approach and working with NextLevel Operations?

Ray Carey

Amy Kramer

Katie Christian

Jen Flanagan

Hilary Kay

Amanda Mertes