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Insights to Support Growth

Explore perspectives, growth strategies and stories informed and inspired by our experiences working with companies and teams across the Summit Partners portfolio.

As investors, advisors and board members, and through our purpose-built Peak Performance Group, we work alongside portfolio company teams, offering flexible, on-demand resources designed to support profitable growth and build long-term value. Our team brings deep, specialized experience across key functional areas — including operations and go-to-market, M&A, human capital, technology & data science, and capital markets. Below, we share learnings, perspective and guidance in these critical growth areas and more.

AI

AI for Growth Companies: Insights and Use Cases

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Sector Insights
AI in Life Sciences:
How CluePoints is Modernizing Clinical Trials
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technology & data science
Building the Backbone of Enterprise AI: Tools, Infrastructure & Strategy
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finance & Operations

Buying to Build: Best Practices to Power Your M&A Strategy

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sector perspectives

The Creator Economy: Four Trends Driving the Evolution of Commerce and MarTech

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Growth MaRKeting
Three Ways AI Is Disrupting Search Marketing & How Growth Companies Can Adapt
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Portfolio Company Resource Center

Resources crafted by Summit Partners, exclusively for our portfolio leaders.

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Operationalizing AI: A Practical Guide for Growth Companies

Growth Frameworks
Technology & Data Science
Technology & Data Science
AI
true

Growth Strategies and Sector Trends to Power Your Company's Climb

Growth Frameworks
Sector Insights
AI
false

AI for Growth Companies: Insights and Use Cases

Growth Frameworks
AI
true

a.i., ai, operationalizing ai

AI-Accelerated Software Development: A Guide for Growth Leaders Navigating the AI Shift

Growth Frameworks
Technology & Data Science
Technology & Data Science
AI
true

Tim Kohn

AI

A.I.

Growth by Design: How Cybersecurity Leader Keeper Security Builds for the Long Term

Portfolio Company Stories
Sector Insights
AI
false

Building the Backbone of Enterprise AI: Tools, Infrastructure & Strategy

Growth Frameworks
Technology & Data Science
Technology & Data Science
AI
true

operationalizing AI

Sharon Lin

a.i.

The Creator Economy: Four Trends Driving the Evolution of Commerce and MarTech

Sector Insights
AI
false

AI in Life Sciences: How CluePoints is Modernizing Clinical Trials

Sector Insights
Portfolio Company Stories
AI
true

AI, A.I.

Three Ways AI Is Disrupting Search Marketing and How Growth Companies Can Adapt

Growth Frameworks
Growth Marketing
Growth Marketing
AI
true

AI, operationalizing AI, Cody Lee, a.i.

Beyond Foundation Models: The Real Value of AI Lies in Applications

Growth Frameworks
Technology & Data Science
Technology & Data Science
AI
true

sharon lin, operationalizing ai, a.i.

Not All Buyers Are Ready to Buy: How the 95:5 Rule Can Refine Your Go-to-Market Strategy

Growth Frameworks
Growth Marketing
Growth Marketing
AI
false

The (Near) Future of AI: Key Trends Driving Business Impact

Growth Frameworks
Technology & Data Science
Technology & Data Science
AI
true

operationalizing-ai

sharon-lin

sharon lin

operationalizing ai

a.i.

‍

The Rise of RELEX: Innovation in the Retail Supply Chain

Sector Insights
Portfolio Company Stories
AI
false

Should You Monetize Your Business Data? Read this Before Creating a New Data Product

Growth Frameworks
Technology & Data Science
Technology & Data Science
AI
false

cathy tanimura

Operationalizing AI: Navigating the AI Opportunity in the Office of the CFO

Growth Frameworks
Finance & Operations
Finance & Operations
AI
true

operationalizing-ai

a.i.

ocfo

operationalizing ai

Proactive Incident Management: Seven Steps to Prepare for the Unexpected

Growth Frameworks
Technology & Data Science
Technology & Data Science
AI
false

tim kohn

Operationalizing AI: Considerations for Choosing a Commercial vs. Open-Source LLM

Growth Frameworks
Technology & Data Science
Technology & Data Science
AI
true

operationalizing-ai

a.i.

operationalizing ai

tim kohn

Crafting Effective Metrics: A Guide for Technology Leaders and Beyond

Growth Frameworks
Technology & Data Science
Technology & Data Science
AI
false

tim kohn

Buying to Build: Best Practices to Power Your M&A Strategy

Growth Frameworks
Finance & Operations
Finance & Operations
AI
false

Unlocking ABM Growth: 3 Keys to Marketing & Sales Alignment

Growth Frameworks
Growth Marketing
Growth Marketing
AI
false

chase carpenter

Building and Managing High-Performing Sales Teams: Insights for Go-to-Market Leaders

Growth Frameworks
Revenue Optimization
Revenue Optimization
AI
false

The UPSYD of ABM: Four Critical Focus Areas

Growth Frameworks
Growth Marketing
Growth Marketing
AI
false

Balanced Marketing Plans: Taking a Portfolio Approach to Drive Marketing Impact

Growth Frameworks
Growth Marketing
Growth Marketing
AI
false

cody-lee

cody lee

‍

Webinar: Operationalizing AI - Getting Started

Growth Frameworks
Technology & Data Science
Technology & Data Science
AI
false

operationalizing-ai

operationalizing AI

a.i.

cathy tanimura

Klaviyo: From Bootstrapped Beginnings to IPO

Portfolio Company Stories
AI
false

Webinar: Actionable Pricing Strategies to Drive Growth

Growth Frameworks
Revenue Optimization
Revenue Optimization
AI
false

Webinar: Packaging - Strategically Position Your Product to Drive Growth

Growth Frameworks
Revenue Optimization
Revenue Optimization
AI
false

Webinar: Generative AI & Large Language Models – A Primer

Growth Frameworks
Technology & Data Science
Technology & Data Science
AI
false

Neil Roseman

neil-roseman

‍

Three Ways Generative AI Will Impact Your Data Strategy

Growth Frameworks
Technology & Data Science
Technology & Data Science
AI
true

operationalizing-ai

operationalizing ai

sharon-lin

sharon lin

cathy-tanimura

cathy tanimura

a.i.

‍

‍

Using AI to Scale Marketing Impact: Four Emerging Use Cases

Growth Frameworks
Growth Marketing
Growth Marketing
AI
true

operationalizing-ai

chase-carpenter

operationalizing ai

chase carpenter

a.i.

‍

From Vendor to Partner: Four Strategies to Help Transform Your Customer Relationships

Growth Frameworks
Revenue Optimization
Revenue Optimization
AI
false

Webinar: Scaling Your Sales Org - G2M Metrics That Matter

Growth Frameworks
Revenue Optimization
Revenue Optimization
AI
false

Embrace Your Existing Customers: Four Tips for Effective Retention Analysis

Growth Frameworks
Technology & Data Science
Technology & Data Science
AI
false

cathy tanimura

sharon lin

The Customer Marketing Guide: Six Steps to Keeping and Growing Your Existing Customer Relationships

Growth Frameworks
Growth Marketing
Growth Marketing
AI
false

cody-lee

chase-carpenter

cody lee

chase carpenter

Community as an Engine for Growth

Growth Frameworks
Talent & Human Capital
Talent & Human Capital
AI
false

Weathering the Storm: How to Position Your Business for Strength in Turbulent Times

Growth Frameworks
Finance & Operations
Finance & Operations
AI
false

Building Teams that Thrive: How to Create Organizational Resiliency

Growth Frameworks
Talent & Human Capital
Talent & Human Capital
AI
false

How to Embrace Experimentation and Make Sense of Your Data

Growth Frameworks
Technology & Data Science
Technology & Data Science
AI
false

cathy tanimura

‍

Leaning into Sales Growth When Uncertainty Looms

Growth Frameworks
Revenue Optimization
Revenue Optimization
AI
false

How Data Investments Can Help Business Leaders Stay the Course

Growth Frameworks
Technology & Data Science
Technology & Data Science
AI
false

Rethinking Marketing Attribution for the Modern B2B Customer Journey

Growth Frameworks
Growth Marketing
Growth Marketing
AI
false

cody lee

The Sales Funnel Does Not Stop at the Sale

Growth Frameworks
Revenue Optimization
Revenue Optimization
AI
false

The Art and Science of Retention

Growth Frameworks
Talent & Human Capital
Talent & Human Capital
AI
false

The Essential Role of Communication in Your Human Capital Strategy

Growth Frameworks
Talent & Human Capital
Talent & Human Capital
AI
false

Data Trends: Transforming Data into Business Value

Growth Frameworks
Technology & Data Science
Technology & Data Science
AI
false

cathy tanimura

Building Your Sales Organization: Key Sales Hires to Grow Your Team

Growth Frameworks
Revenue Optimization
Revenue Optimization
AI
false

Data Trends: Data Catalogs Hit the Mainstream

Growth Frameworks
Technology & Data Science
Technology & Data Science
AI
false

cathy tanimura

Developing a Data Strategy: What Is It and Why Do You Need One?

Growth Frameworks
Technology & Data Science
Technology & Data Science
AI
false

cathy tanimura

Data Trends: The Evolution of Marketing Attribution

Growth Frameworks
Growth Marketing
Growth Marketing
AI
false

cathy tanimura

sharon lin

‍

The Marketing Order of Operations

Growth Frameworks
Growth Marketing
Growth Marketing
AI
false

cody-lee

cody lee

‍

Is Your Technology Stack Hindering Your Company’s Growth?

Growth Frameworks
Technology & Data Science
Technology & Data Science
AI
false

Why Your Growth Company Needs a Data Leader

Growth Frameworks
Technology & Data Science
Technology & Data Science
AI
false

cathy tanimura

From Idea to IPO: Inside EngageSmart's Quest to Simplify Customer and Client Engagement

Portfolio Company Stories
AI
false

Transforming Your Company to a Subscription Business Model

Growth Frameworks
Revenue Optimization
Revenue Optimization
AI
false

E-learning Trends - The Growing Role of Technology in Early Childhood Education

Sector Insights
Portfolio Company Stories
AI
false

How Red Canary is Building the Modern Security Operations Center

Sector Insights
Portfolio Company Stories
AI
false

pigeon

How Viroclinics-DDL is Accelerating the Development of Antiviral Therapies and Vaccines Worldwide

Sector Insights
Portfolio Company Stories
AI
false

E-Learning Trends: Upskilling and Diversifying the Technology Workforce

Portfolio Company Stories
AI
false

Darktrace: Pioneering AI in the Cyber Security Space

Portfolio Company Stories
Sector Insights
AI
true

a.i.

Accelerating Digital Transformation in the Global Supply Chain

Sector Insights
AI
false

Owning Your Growth: The Klaviyo Story

Portfolio Company Stories
AI
false

Changing the Conversation: How LifeStance is Transforming the Mental Health Landscape

Portfolio Company Stories
Sector Insights
AI
false

Increasing Volume + Improving Efficiency = Scaling Your Marketing Impact

Growth Frameworks
Growth Marketing
Growth Marketing
AI
false

cody-lee

cody lee

‍

Accelerating Change in Healthcare Delivery: Three Key Trends

Sector Insights
AI
false

The Jamf Journey: From Bootstrapped to IPO

Portfolio Company Stories
AI
false

Elevating People Strategy to the C-Suite

Growth Frameworks
Talent & Human Capital
Talent & Human Capital
AI
false

Building an Innovation Organization: Seven Battle-Tested Strategies

Growth Frameworks
Talent & Human Capital
Talent & Human Capital
AI
false

ABM Development Cycle

Growth Frameworks
Growth Marketing
Growth Marketing
AI
false

chase carpenter

Driving Marketing Efficiency: How to Do More with Less

Growth Frameworks
Growth Marketing
Growth Marketing
AI
false

cody lee

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