RoundtableGROWTH PARTNERS

Roundtable Growth Partners

Turn promising innovations into profitable growth.

Devin Schain works with investors and company leaders to identify opportunities across products, services, customer segments, commercial systems and new categories; then test and pilot them in the market before committing to scale.

Where we work: established companies, investment teams and portfolio leaders looking for the next source of profitable growth.

One table. Equal seats. Growth leadSponsorManagementSalesOperationsFinance

Why Roundtable

Everyone has an equal seat at the table.

The name is the method. The best growth solutions come when the sponsor, the management team, the customer-facing teams and the specialists all have an equal say, and the best idea wins on evidence.

Growth is the objective. We execute with virtual partners and a strong bench of vertical talent, assembled around each mandate rather than carried as overhead. One accountable leader stays on the work from first diagnosis to handoff.

Where innovation creates value

Find the opportunity before funding the rollout.

Innovation can begin in a product, service, customer need, commercial system or acquisition thesis. The work is to identify what could create value, then learn what is real before putting significant capital behind it.

01

Innovate in and around the core

Look for unmet needs and underused assets that can create a new offer, stronger commercial system or adjacent source of demand.

  • Products, services and solutions
  • Customer segments, pricing and channels
  • Sales, distribution and customer experience
02

Test and pilot in the market

Turn the most promising ideas into focused customer or partner trials. Define the question, cost, owner and decision rule before the work begins.

  • Validate demand and willingness to pay
  • Learn what delivery requires in practice
  • Use evidence to revise, stop or advance
03

Extend through partners and acquisitions

Compare building a capability with partnering or buying it. Explore commercial growth and new-category opportunities alongside the investment thesis.

  • Distribution and capability partnerships
  • Build, partner or acquire choices
  • Commercial value and ownership after close

Our approach

Identify. Test and pilot. Decide. Scale.

Innovation creates possibilities. A disciplined sequence helps management see which ones merit investment and which ones should wait.

1

Identify

Frame the growth question and surface a short list of innovations in the offer, market, channel, partnership or acquisition path.

2

Test and pilot

Choose the smallest real-world trial that can answer an important customer, partner, operating or economic question.

3

Decide

Review demand, economics, execution needs and evidence quality with management and the sponsor. State what remains unknown.

4

Resource and scale

Put people and capital behind what earns it, assign an accountable owner, or stop and carry the learning forward.

Testing and piloting are used as one practical learning cycle: a focused trial in real market conditions. Some pilots provide directional evidence rather than statistical proof; the decision should match the strength of the evidence.

For investors and portfolio leaders

A commercial growth resource across the investment lifecycle.

For a portfolio company, the question may be where its next profitable revenue engine can come from. For an investment team, it may be whether a new category, platform or acquisition thesis has a credible commercial path.

Devin brings an owner’s perspective to the front of the business: opportunity identification, customer and channel insight, sales strategy, partnerships and business development. When a question needs deeper analytics, technology, finance or operating implementation, the right specialist joins the work.

The aim: connect innovation to customer evidence, investment choices and accountable execution, while building useful learning across companies where Shore and management choose to share it.

Ways to work together

Start small, then build on what is proven.

2 to 3 weeks

Growth Opportunity Diagnostic

A ranked growth thesis, the assumptions behind it, the economics and risks, and a 90-day test plan with owners.

6 to 10 weeks

Validation Sprint

One or two high-value tests or pilots in market, a scorecard, and a scale, revise or stop recommendation.

3 to 6 months

Growth System Build

Turn validated work into repeatable practice: a playbook, operating cadence, partner and talent plan, and handoff.

Part or full time

Embedded Operator

Senior leadership embedded with defined decision rights, to drive a specific growth workstream.

The table

One accountable leader. A bench built for each mandate.

Devin is accountable for scope, decisions and handoff. Specialists join the table only when the work calls for them.

DS

Devin Schain

Managing Partner

Leads each mandate and owns the client relationship, the quality of decisions and the handoff.

JD

Jack Daly

Sales

Sales leadership and sales effectiveness for growth mandates.

BL

Benjamin Lieblich

Finance

Economics, structuring, and tuck-in evaluation and integration.

SD

Stephen Douglass

Operator

Execution and operating support to turn pilots into daily practice.

Experience

Built, scaled, sold and governed.

Devin has founded, operated, invested in and served on the boards of for-profit and nonprofit organizations, and has learned from ventures that moved too early as well as ones that followed visible demand.

$120M+Educational Direct revenue, with $40M in free cash flow, before its sale to Providence Equity Partners
$35MOn Campus Marketing revenue across more than 1,100 college relationships
15 yearsFounding and chairing ShalomLearning, serving communities in 10 countries
4Companies built and sold. Case studies are coming soon.

Where could the next growth opportunity come from?

Start with the decision, the customer and the evidence you have. We can identify what is worth exploring and what a focused test or pilot could answer.

Discuss a growth opportunity