Velociti Partners

What Velociti Partners does

Velociti Partners, Inc. is a privately held research and marketing consulting firm headquartered in Walnut Creek, California, founded in 2000 and operated as an independent corporation with no external institutional funding. The firm serves enterprise technology companies — including CRM, security, ERP, infrastructure, and productivity software vendors — through three integrated service pillars: Win/Loss Analysis (systematic opportunity profiling with ongoing trending and benchmarking), Competitive Intelligence (sales battlecards, landmines, objection handling, functionality matrices, and SWOT analyses), and Market Research (brand intelligence, pricing studies, independent vendor evaluations, Voice of Customer/NPS assessments, market sizing, and prospect analysis).

The firm's offering is positioned as bespoke consulting engagements rather than productized software. Pricing is fixed-fee per engagement, sized for both Fortune 50 enterprises and startups, but not publicly disclosed. Velociti claims 80% of Fortune 500 enterprise technology companies rely on it for market intelligence and cites a customer roster that includes SAP, Google, IBM, Adobe, Cisco, Salesforce, Citrix, NetApp, Red Hat, Siemens, and BMC Software. The go-to-market is consultative, sales-led, and driven by organic referrals from measurable ROI on prior engagements, supported by a content marketing presence through the Velociti Insights & Updates blog and email newsletter.

Operationally, Velociti is a small boutique practice (11-50 employees) that has never raised external capital and grows exclusively through client engagements. Distribution is direct enterprise sales targeting VP- and C-suite-level marketing and sales stakeholders globally, including the EMEA market. The firm does not develop proprietary software; its core intellectual property is its proprietary Win/Loss methodology, integrated cross-service data approach, and the institutional knowledge of its consultants in the enterprise technology vertical.

Name

Velociti Partners

Legal name

Velociti Partners, Inc.

Website

https://velociti.partners

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

11–50 employees

Short description

Velociti Partners is a Walnut Creek-based boutique consulting firm delivering Win/Loss Analysis, Competitive Intelligence, and Market Research services on a custom-engagement basis to enterprise technology vendors, including Fortune 500 names like SAP, Google, IBM, and Cisco.

Ownership category

akta.pro rank

Headquarters

HQ city

Walnut Creek

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Strategic Consulting Services: Velociti Partners generates revenue through bespoke consulting engagements including Win/Loss Analysis, Competitive Intelligence, and Market Research programs. Revenue is derived from custom project fees tailored to client requirements, with fixed-price program options available for businesses of all sizes from Fortune 50 companies to startups.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Velociti Partners is a research and marketing consulting firm that delivers three integrated strategic service pillars to enterprise technology companies: Win/Loss Analysis Programs (systematic opportunity profiling through in-depth interviews and quantitative benchmarking), Competitive Intelligence (custom sales battlecards, landmines, objection handling guides, functionality matrices, and SWOT analyses), and Market Research (brand intelligence, pricing studies, independent vendor evaluations, Voice of the Customer/NPS assessments, market sizing, and prospect analysis).

Product overview

Velociti Partners is a premier research and marketing consulting firm for technology enterprises that offers a suite of integrated strategic marketing services. The core portfolio consists of three main service pillars: Win/Loss Analysis Program (providing systematic opportunity profiling with ongoing trending analysis and strategic insights), Competitive Intelligence (delivering actionable competitive materials including sales battlecards, landmines, objection handling guides, functionality matrices, and SWOT analyses), and Market Research (encompassing brand intelligence, pricing studies, independent vendor evaluations, customer insights/VoC/NPS assessments, market sizing, and prospect analysis). These services are designed to work in an integrated, 360-degree approach where data from one service enriches insights across the entire suite, enabling clients to make better decisions, sharpen strategies, and achieve measurable results.

Differentiator

Problem solved

Functional benefit

Products and services

• Win/Loss Analysis Program A fully tailored, strategic consulting program delivering systematic opportunity profiling through in-depth interviews, ongoing win/loss trending analysis, quantitative benchmarking, and predictive insights into customer needs and competitor strategies. Designed for enterprise technology companies seeking to scale sales success.
• Competitive Intelligence A custom competitive intelligence engagement producing actionable insights and strategic recommendations including sales battlecards, landmines, objection handling guides, functionality matrices, and SWOT analyses to help enterprise technology sales teams win in competitive situations.
• Market Research Custom market research programs for enterprise technology clients spanning brand intelligence, pricing studies, independent vendor evaluations, Voice of the Customer (VoC)/NPS assessments, market sizing, and prospect analysis — designed to integrate with Win/Loss and Competitive Intelligence services for 360-degree insight.

Quantifiable outcome

• First $1M in regional pipeline within 90 days

Named customers12 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• IDC: IDC is a premier global market intelligence firm for the technology industry. Its market sizing, competitive analysis, and vendor evaluation research directly compete with Velociti's market research and independent vendor evaluation services.
• Gartner: Gartner is a global research and advisory powerhouse whose Magic Quadrant and Market Guide research products overlap with Velociti's competitive intelligence and market research offerings. Gartner serves enterprise technology vendors with both syndicated and bespoke intelligence.
• Bain & Company: Bain & Company is a global management consulting firm whose Technology and Strategy practices serve enterprise technology clients with competitive and market intelligence work. It competes for some of the same enterprise tech consulting budgets as Velociti.
• Kantar: Kantar is a large global market research and insights firm serving consumer and B2B technology clients with brand intelligence, pricing studies, and customer insights that overlap with Velociti's Market Research pillar.
• The SiriusDecisions / Forrester Sales Research: SiriusDecisions (now part of Forrester) historically delivered B2B sales and marketing benchmarks and advisory for enterprise technology organizations, competing with Velociti's market research and competitive intelligence services.
• Forrester Research: Forrester is a major research and advisory firm serving enterprise technology clients, overlapping with Velociti's market research and CI offerings. Its syndicated research and consulting practice compete for the same enterprise technology marketing and product strategy budgets.

Emerging players

• Klue: Klue is a competitive intelligence platform that productizes CI workflows including battlecards, competitive enablement, and win/loss analysis. It overlaps directly with Velociti's Competitive Intelligence and Win/Loss pillars but competes as a software platform versus Velociti's bespoke consulting model.
• Kompyte: Kompyte provides competitive intelligence automation software with AI-powered tracking, battlecards, and competitor analysis capabilities — directly overlapping portions of Velociti's CI and market research deliverables in the enterprise tech segment.
• Crayon: Crayon is a competitive intelligence software company serving B2B and enterprise technology vendors with automated CI tools. It competes for the same enterprise technology buyer budget that Velociti addresses via services.

Direct peers

• Primary Intelligence: Primary Intelligence is a boutique win/loss analysis and competitive intelligence firm serving enterprise technology vendors. It is the most direct services-side peer to Velociti Partners due to overlapping methodologies, enterprise tech focus, and bespoke delivery model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Velociti Partners