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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 Case Studies164 published case studies

Value Levers

Three dimensions of enterprise value creation

Revenue Growth

Levers that increase the top line.

3 sub-levers104 cases

Cost Reduction

Levers that lower the cost base without proportionally reducing output.

3 sub-levers29 cases

Process Improvement

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

3 sub-levers52 cases

Latest Case Studies

Recently published value creation analyses

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Sales Efficiency

Yext

Yext expanded EBITDA margin from 4% to 24% by exiting SMB go-to-market and pivoting to AI enterprise search.

Yext expanded EBITDA margin from 4% to 24% over three years by restructuring around AI enterprise knowledge management

Enterprise SaaSEnterprise
Revenue Model Shift

Guidewire Software

Guidewire doubled ARR to $1.03B over five years by converting 570 P&C carriers from perpetual to cloud subscriptions.

Guidewire Software Doubled ARR to $1.03 Billion Through Perpetual-to-Cloud Migration for P&C Insurers

Vertical Market SoftwareEnterprise
New Customer Acquisition

Five9, Inc.

Five9 grew revenue 250% from $328M to $1.1B in six years displacing on-premise contact centers with cloud CCaaS.

Five9 Grew Revenue 250% from $328M to $1.1B in Six Years by Displacing On-Premise Contact Centers with AI-Powered Cloud CCaaS

Enterprise SaaSEnterprise
Customer Expansion

Docusign, Inc.

DocuSign grew revenue 42% to $2.98B by expanding e-signature into an AI-powered agreement management platform.

DocuSign Grew Revenue 42% to $2.98B by Expanding Beyond E-Signature into AI-Powered Intelligent Agreement Management

Enterprise SaaSLarge Enterprise
Customer Expansion

monday.com Ltd.

monday.com grew revenue 215% to $972M by converting SMB users into enterprise accounts on its Work OS platform.

Monday.com Grew Revenue 215 Percent from 308M to 972M FY2021-FY2024 through SMB-to-Enterprise Seat Expansion and Work OS Vertical Products

Enterprise SaaSEnterprise
Rate Optimization

Snowflake Inc.

Snowflake grew revenue 6.1x from $592M to $3.626B by replacing reserved capacity with consumption-based pricing.

Snowflake Grew Revenue 6x to $3.6B in Four Years Through Consumption-Based Pricing

Enterprise SaaSLarge Enterprise

Industries

Value creation analysis by industry vertical

Business Services

10 sub-industries·97 case studies
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Commercial Real Estate Services

0 sub-industries·7 case studies
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Consumer

3 sub-industries·6 case studies
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Financial Services

3 sub-industries·2 case studies
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Healthcare

3 sub-industries·3 case studies
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Industrial

3 sub-industries·5 case studies
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Insurance Brokerage & Risk

0 sub-industries·10 case studies
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Serial Acquirers & Roll-ups

0 sub-industries·Coming soon

Software & Cloud

5 sub-industries·34 case studies
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Explore the Taxonomy

Navigate the full value creation lever tree

Revenue Growth
  • 1.1Pricing Power3
  • 1.2Volume Growth3
  • 1.3Revenue Mix3
Cost Reduction
  • 2.1Cost of Goods Sold (COGS)3
  • 2.2Sales, General, and Administrative (SG&A)3
  • 2.3Operating Expenses (R&D and Other Opex)2
Process Improvement
  • 3.1Operational Excellence3
  • 3.2Data and Decision-Making2
  • 3.3Organizational Design3