The key to increasing an enterprise software company’s value is winning meaningful upmarket logos. These customers buy through complex committees, requiring success in four parallel sales cycles: the Initiative, the Competition, IT, and the Budget.
Founder-led sales teams are often unprepared for this complexity—frequently serving as stalking horses or disqualifying themselves by selling the wrong way. The result: wasted sales effort, cash burn, and lower exit value.
MOIC's application suite applies a distinct philosophy—the Business Case Method—to detect prospect intent and remove bias from pipeline inclusion. It uses a binomial, deal-by-deal forecasting approach where accuracy below 90% signals systemic issues. By focusing on the top third of the pipeline and analyzing “Wins Above Replacement Deals” (which contemplates prospect behavior against temporal standards for organizational change projects), teams can quickly isolate forecast errors, expose behavioral patterns, and eliminate waste.
Dave Levitt
Dave has had a 40+ year career in enterprise software. Most recently, he served as Sr. Vice President, Worldwide Sales at LiquidFrameworks, the leader in providing a cloud-based “quote to cash” platform for upstream and downstream oil and gas services field operations (acquired by ServiceMax). Previously, Dave created the Energy Business Unit (and grew it from $0 to $100 million in total contract value) at Salesforce.com, as well as having held various sales roles at SAP, Siebel (acquired by Oracle) and Datalogix (acquired by Oracle).
Dave serves as a board advisor for Tracts.co, Latiker and Wavepoint and also sits as a board member for SecurityGate.io.
Dave has a B.S. in Newspaper Journalism from the Newhouse School of Communication at Syracuse University.
Chip Davis
Charles L. “Chip” Davis has been investing in enterprise software for more than 25 years. He is the founder of Houston Ventures and has backed such companies as Wayport (acquired by AT&T), Lombardi Software (acquired by IBM), RigNet (NASDQ: “RNET”), INDX (acquired by Siemens), Syntex (Acquired by IHS) and Geoforce, Zilliant and LiquidFrameworks (acquired by LLR, Madison Dearborn and Luminate Capital, respectively).
Chip is a CPA, a Series 7 and 63 licensed registered rep, a former member of the American Society of Appraisers, an avid tennis and golf player and is licensed as a commercial pilot.
Dan Olivo
Dan is an accomplished sales leader with more than 40 year’s experience driving significant revenue growth while building and leading high-performing teams across various software sectors in the enterprise software arena. Most recently, Dan served as Vice President of Sales - The Hackett Group Inc. Under his leadership, the company achieved remarkable growth across its key pillars (ERP - 50%, EPM - 88%, HCM 57%). Previously, Dan held several leadership positions at Oracle and Siebel (acquired by Oracle), as well as Strategic Sales roles at SAP, Salesforce and Apttus (acquired by Conga) with experience in the energy, service, manufacturing, communications, media and entertainment business segments.
Dan is a two time cancer survivor and administers several online communities for survivors and caregivers. Dan's passions include his family, golf, food and music.
Stephanie Cummings
Stephanie has worked alongside company co-founder Chip since 2011, contributing to the growth and stability of multiple ventures over the years. Her expertise spans a wide range of operational functions, with a strong focus on streamlining back-office systems, improving internal processes, and ensuring smooth day-to-day execution across organizations.
In her current role, Stephanie manages the daily operations of the company, balancing internal management with outward-facing responsibilities. She plays a central role in shaping the company's marketing strategy, guiding brand development, and coordinating outreach initiatives to support growth and engagement.
Stephanie holds a B.S. in Psychology from the University of Houston. Outside the office, she enjoys spending time with her pets and exploring new destinations with her husband and friends.
Compass is an AI-based sales coach trained on 40 years of enterprise software sales experience. The system provides convenient on-demand, chat-based support using the principles of Sales Engine, which revolves around highly granular behavioral observation during the sales process.
What to expect, what might get in the way, and how to get around it — all at an easy-to-follow tactical level.
