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GTM FrameworksPillar 2: Market Investment Map (MIM)
2026-07-06
05:41

Where can you grow the most?

The Market Investment Map (MIM) and Portfolio Value Allocation

Pillar 2: Market Investment Map (MIM)GTM OS
Sangram Vajre
Co-Founder, GTM Partners & Author of MOVE
Streaming directly from GTM Partners Video Hub

About This Video

Topic
Eliminating portfolio dilution using the Market Investment Map
Audience
CEOs, CROs, CMOs & GTM leaders
Frameworks Covered

Executive Takeaways

  • Portfolio dilution, rather than AI disruption, is quietly stifling B2B revenue growth as companies accumulate products that consume disproportionate resources.
  • Mapping products reveals that 80% of profitable revenue and customer retention typically comes from a single core offering, while 60% of sales and engineering capacity is burned on products in the Muddy Middle.
  • Applying GTM OS discipline to categorize bets into Core, Accelerator, or Experimental focuses top talent on offerings with undeniable customer ROI to restore predictable growth.

Key Questions Answered in This Video

What is portfolio dilution in B2B go-to-market?

Portfolio dilution occurs when a company accumulates multiple products through acquisitions or one-off customer requests, causing up to 60% of sales and engineering resources to be wasted subsidizing underperforming offerings in the 'Muddy Middle' instead of the core revenue driver.

How should executives categorize product bets on a Market Investment Map?

Executives should categorize every product bet into Core, Accelerator, or Experimental, concentrating their best talent and resources where customer ROI is proven and undeniable.

View Full Video Transcript
Sangram Vajre: Everyone in tech is terrified that AI is going to destroy their business. But having audited hundreds of B2B revenue architectures, I can tell you that AI is not what is quietly killing your growth. What is killing your company is portfolio dilution. Most CEOs have accumulated 3, 4, or 5 products over the years. Some were acquired, some were built on customer requests. When you map these products on our Market Investment Map, you invariably find that 80% of your customer retention and profitable revenue comes from a single core offering. Meanwhile, 60% of your sales capacity and engineering budget is being burned subsidizing products that live in the Muddy Middle. Running on GTM OS requires executive discipline to categorize every bet into Core, Accelerator, or Experimental. When you concentrate your best talent on the offerings where customer ROI is undeniable, growth becomes predictable again.
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