What Cortado Group does

Cortado Group is a Washington, D.C.-based, privately held consulting firm that delivers go-to-market (GTM) execution services to private equity firms and their mid-market portfolio companies. The firm operates an AI-enabled, SKU-based consulting model in which each engagement runs with a defined scope, fixed timeline, clear price, and focused outputs deliverable within 60 to 120 days. Engagement types include Due Diligence, GTM Assessment, Interim C-Level Leadership, Project Teams, Ongoing Support, and Custom AI Tools, organized around a seven-part Go-to-Market Framework spanning Revenue & Market Intelligence, RevOps, Product, Pricing, Marketing, Sales, and Customer Success.

Under the hood, Cortado layers proprietary AI assets — the Five Levels of AI Maturity Framework, the Knowledge Integration Platform, and a pending patent for the FIRE Research Study Analysis Engine — on top of certified RevOps expertise in Salesforce and HubSpot. AI capabilities span NLP-driven sales coaching against methodologies such as MEDDIC, passive CRM enrichment, automated account-dossier generation, and ICP/persona drift detection, all of which are deployed as Custom Cortado AI Tools inside client workflows.

Cortado monetizes entirely through professional-services fees on consulting engagements, sold through direct, consultative enterprise sales targeted at PE Operating Partners, Portfolio Company Executives (CEOs, CROs, CMOs), and PE Leadership Teams. Named PE clients include Bain Capital, K1, Resolve, Kohlberg, STG, SCP, and Platinum Equity, with disclosed portfolio-company outcomes including 1.9x exit-value increases, 44% revenue growth, 78% execution-metric lifts, 185% win-rate gains, and 120% bookings attainment. The firm has 11-50 employees, is incorporated in the District of Columbia, operates exclusively in the United States, and is led by founder/CEO Dan Bernoske and CRO/Managing Partner George de los Reyes, with a Distinguished Innovation Fellow (David Russell) anchoring its AI agenda.

Name

Cortado Group

Legal name

Cortado Group Inc.

Website

https://cortadogroup.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Short description

Cortado Group is a Washington, D.C.-based, AI-enabled consulting firm that delivers SKU-based go-to-market execution services — Due Diligence, GTM Assessment, Interim C-Suite, Project Teams, and Custom AI Tools — to private equity firms and their mid-market portfolio companies.

Ownership category

akta.pro rank

Product category

Management Consulting - Go-to-Market Execution

NAICS

Management Consulting Services (54161), Other Management Consulting Services (541618)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Operations & Process Improvement Consulting (BPAHACAB)

akta.pro secondary industries

Strategy & Corporate Development Consulting (BPAHACAA), Performance Management & Productivity Consulting (BPAHAGAL), Organization Design & Operating Model Consulting (BPAHAGAB)

Keywords

• Go-to-market consulting
• Private equity advisory
• Revenue operations consulting
• Growth strategy consulting
• AI-enabled consulting services

Headquarters

HQ city

Washington

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Technology or R&D, Operations, Others

Revenue model

1. Go-to-Market Consulting Services: Cortado Group generates revenue through fee-based consulting engagements structured as AI-enabled SKU-based services. Each engagement has a defined scope, fixed timeline, clear price, and focused outputs. Engagement types include Due Diligence, GTM Assessment, Interim C-Level Leadership, Project Teams, and Custom Cortado Group AI Tools. The company specializes in delivering measurable GTM results (traction) within 60 to 120 days for PE-backed companies.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Cortado Group is a consulting firm that delivers AI-enabled Go-to-Market (GTM) execution services to private equity-backed portfolio companies. Engagements are structured as SKU-based consulting projects with defined scope, fixed timeline, clear price, and measurable outputs deliverable within 60 to 120 days. Offerings include Due Diligence, GTM Assessment, Interim C-Level Leadership, Project Teams, Ongoing Support, and Custom Cortado Group AI Tools, spanning seven GTM service areas (Revenue and Market Intelligence, Revenue Operations, Product, Pricing, Marketing, Sales, and Customer Success).

Product overview

Cortado Group is an AI-enabled GTM execution partner for private equity, providing a consulting services firm with a SKU-based approach to growth strategy. The company offers bespoke AI tools (Custom Cortado Group AI Tools) tailored to client frameworks, data, and workflows. Core service areas span the Go-to-Market Framework covering Revenue and Market Intelligence, Revenue Operations (RevOps), Product Strategy, Pricing Strategy, Marketing, Sales, and Customer Success. Engagement types include Due Diligence, Go-to-Market Assessment, Interim C-Level Leadership, Project Teams, and Ongoing Support Engagements. The company deploys proprietary AI frameworks including the Five Levels of AI Maturity Framework and Knowledge Integration Platform, with a pending patent for the FIRE research study analysis engine.

Differentiator

Problem solved

Functional benefit

Products and services

• Due Diligence Pre-acquisition assessment of a PE target company's end-to-end Go-to-Market capabilities required to validate the deal thesis and confirm revenue growth potential prior to close.
• Go-to-Market Assessment Diagnostic assessment that identifies critical barriers to achieving revenue growth plans and assesses current GTM capabilities and gaps at PE-backed portfolio companies.
• Interim C-Level Leadership Short-term, full-time interim CRO, CSO, or CMO leadership placement to accelerate revenue plans during transitions, turnarounds, or capacity gaps at PE-backed portfolio companies.
• Project Team Curated team of GTM specialists deployed on a defined project to address specific revenue, marketing, sales, pricing, or RevOps challenges at a PE-backed portfolio company.
• Ongoing Support Engagements Long-term augmentation of a client's team with a dedicated Cortado Group expert providing sustained GTM expertise as an alternative to hiring a full-time resource.
• Custom Cortado Group AI Tools Bespoke AI tools designed and deployed by Cortado Group to accelerate GTM execution, tailored to a client's frameworks, data, and workflows.
• Cortado Group Go-to-Market Framework Comprehensive GTM framework covering seven service areas - Revenue and Market Intelligence, Revenue Operations, Product Strategy, Pricing, Marketing, Sales, and Customer Success - used to structure AI-enabled consulting engagements with PE-backed portfolio companies.

Quantifiable outcome

• 1.9x increase in exit value for SaaS portfolio companies
• +10 more outcomes

Named customers23 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability7 records

Feature7 records

Partnerships

Seven partnerships are on record, tiered core.

• Bain CapitalcoreOthersBain Capital is listed among the 'Trusted by Private Equity' clients on Cortado Group's homepage. Cortado Group serves Bain Capital's portfolio companies with GTM execution consulting services.
• K1coreOthersK1 Investment Management is listed among the 'Trusted by Private Equity' clients on Cortado Group's homepage. Cortado Group provides GTM execution support to K1's portfolio companies.
• ResolvecoreOthersResolve (PE firm) is listed among the 'Trusted by Private Equity' clients on Cortado Group's homepage.
• KohlbergcoreOthersKohlberg Kravis Roberts & Co. (KKR) is listed among the 'Trusted by Private Equity' clients on Cortado Group's homepage.
• STGcoreOthersSTG (Strategic Technology Group) is listed among the 'Trusted by Private Equity' clients on Cortado Group's homepage.
• SCPcoreOthersSCP is listed among the 'Trusted by Private Equity' clients on Cortado Group's homepage.
• Platinum EquitycoreOthersPlatinum Equity is listed among the 'Trusted by Private Equity' clients on Cortado Group's homepage.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Winning by Design: B2B sales and go-to-market consulting/advisory firm built around a proprietary sales framework, with deep work in scaling sales organizations. Comparable methodology-led, framework-anchored approach to Cortado's GTM framework and SKU model.
• Skaled: Sales consulting and outsourced RevOps firm focused on scaling B2B sales organizations, including for PE-backed and growth-stage companies. Comparable in delivery of sales process and RevOps execution support to PE-backed SaaS and tech portcos.
• SalesGlobe: Sales and pricing consulting firm that helps B2B companies optimize sales operations, compensation, and pricing strategy. Closely comparable on the pricing and sales-operations legs of Cortado's GTM framework and on serving PE/investor-backed clients.
• The Alexander Group: Sales productivity and go-to-market consulting firm that designs sales compensation, territory, and quota programs for mid-market and enterprise clients, frequently serving PE-backed companies. Directly comparable to Cortado on GTM execution with a process-improvement, fixed-scope delivery approach.
• SBI Growth: Advisory firm specializing in revenue growth strategy, sales transformation, and pricing for PE-backed companies and mid-market firms. Highly comparable customer base (PE operating partners and portco execs) and overlapping SKU/service model in GTM consulting.

Others

• Pavilion (formerly Revenue Collective): Membership community and GTM intelligence platform for revenue leaders, including many operating at PE-backed and growth-stage companies. Comparable buyer ecosystem and thought-leadership channel to Cortado's PE-CRO/CSO audience, but operates as a community rather than a consulting firm.

Broad incumbents

• McKinsey & Company: Largest global management consulting firm with a strong Marketing & Sales practice and dedicated PE servicing. Competes for the same board-level GTM and value-creation mandates as Cortado, though at far broader scope and larger engagement sizes.
• Boston Consulting Group (BCG): Global management consulting firm with a sizable Marketing & Sales practice and dedicated Private Equity and Principal Investors team. A broad incumbent alternative for the same PE-backed GTM and value-creation engagements.
• Bain & Company: Global management consulting firm with deep PE relationships and dedicated Private Equity practice that performs commercial due diligence and post-close value creation work. Comparable as a broad incumbent competing for PE consulting wallet alongside Cortado.

Emerging players

• Force Management: Sales consulting firm built around the FORCE methodology for sales force effectiveness, serving enterprise and growth clients. Overlaps with Cortado's sales-execution leg and use of methodologies like MEDDIC, but a narrower focus on sales vs. Cortado's full GTM stack.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/cortado-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cortado Group