Overview

Revenue Fusion3 provides growth-focused and profit-centric consulting and execution services to small and medium-sized Legal Tech and Regulatory Tech B2B SaaS businesses. Our approach not only addresses high-level strategic goals but also uncovers critical foundational execution barriers, such as misaligned product-market fit. We help CEOs transform their businesses to achieve improved profitability, sustainable growth, competitive strength, and strategic clarity.

Our clients typically engage us at pivotal inflection points, including:  

• Accelerating growth and profitability
• Expand into new markets or customer segments
• Raising additional capital or preparing for exit
• Evaluating, integrating, or maximizing value from acquisitions & strategic investments.

Common Business Challenges We Address:

Flat or declining revenue	Flat or declining profitability	Failing to meet investor expectations or board-level outcomes	Inadequate Board/Investor Reporting
High customer acquisition cost (CAC) with poor conversion ROI	Ineffective competitive positioning in an evolving landscape	Missed funding milestones due to poor operational readiness	Lack of SWOT and functional assessments
Unclear product-market fit or inconsistent customer messaging	Fragmented or underperforming sales processes	Lack of visibility into function-level performance and KPIs	Unscalable org structures and unclear team accountability
Misaligned pricing models leading to margin erosion	Inefficient handoffs between product, marketing, and sales	Operational complexity post-acquisition or investment	Inadequate Operational & Financial “To-Be” Models
Market expansion efforts that stall or fail to gain traction	Technical leadership gaps or inefficient R&D prioritization	Inadequate preparation for strategic exit or next-round fundraising	Lack of Achievable Transition Plans / Execution

 How We Work: Fusion Transformation Framework (“FTF”)

Our engagements are typically executed in a three-phase process that aligns directly with client goals: 

1. As Is Analysis:    
2. Establishes the current operational, financial, and GTM baselines
3. Uses our Fusion Transformation Framework (FTF) to systematically assess functional interdependencies and their impacts on overall business performance
4. Identifies gaps, inefficiencies, and execution barriers

• To Be Design:
• Identifies the problems and blockers that prevent clients from achieving their defined goals
• Develops options and recommends solutions to resolve these barriers

• Transition Plan:
• Maps the path from As Is state to the desired To Be state
• Provides detailed action plans, accountability structures, and key milestones
• Optionally includes ongoing support in execution to ensure sustained momentum

We deliver (examples)

1. SWOT and functional assessments
2. Transition Plans (Execution Maps)
3. Operational “To-Be” Models
4. Financial “To-Be” Models
5. Optional Execution Support
6. Optional Board/Investor Reporting

Revenue Fusion3 Expertise

James Smith and Bob Gomes lead our GTM Transformation & Related Services. They have 5 decades of executive and management experience in the legal-tech and reg-tech business sectors. What sets them apart?

• They bring combined operator, buyer, and vendor-side experience across some of the most complex and competitive environments in legal-tech and reg-tech
• They have owned P&Ls, executed turnarounds, and won competitive RFPs by executing from the inside, not just consulting from the outside
• They know how to bridge the gap between technical execution and commercial outcomes. Having worked as CEOs and directors and sat across the table from investors and boards

They focus only on what matters: clarity in execution, measurable ROI, and driving outcomes that align with the priorities of CEOs and their investors

Ready to Get Started? Every engagement begins with a no-charge introduction call and mutual fit assessment (up to two sessions)