Industries · Private Equity & Platforms Marketing you can diligence.
Every company in your portfolio reporting the same way: quotable leads, cost per quotable, booked revenue. Comparable across the book, current every month.
“They bring a level of professionalism and sophistication that means a lot in a marketing partner.”
“They did an amazing job helping us at several companies to diagnose our marketing spend, and then they also tracked down where there were leaks in our funnel. I’ve been very impressed with their platform and data capabilities.”
Tom Valente Industry Lead · TeamShares The Problem You don’t have a marketing problem. You have a comparability problem.
Every acquisition arrives with its own agency, its own analytics, its own definition of a lead. Thirty companies report thirty different ways, so no one can answer the only portfolio question that matters: where does the next dollar go?
The System Standardize. Track. Compare.
Tracking goes in first.
Before a dollar of spend, every call and form at every company gets captured, graded quotable or junk, and traced to the job it became. One standard, portfolio-wide.
Every company reports in the same language.
Booked revenue, by channel, by company, on one dashboard. Your operators see their business. You see the book.
New acquisitions plug in, not start over.
Kickoff call, tracking wired, live in two to three weeks. The playbook is the same one every time, which is the point.
The Monthly Review The report every portfolio company sends you, every month.
Same spend question every operator argues about, answered with the company’s own numbers. This report moved real budget the month it was produced. That’s the product.
The Terms The terms your diligence would ask for anyway.
Month-to-month, per company.
Thirty days’ notice. Add companies as you acquire, drop any that exit. Nobody is locked in at the portfolio level or the company level.
Every company owns its own accounts.
Ad accounts, data, dashboards, per entity. Clean for the operator, clean at exit.
The fee you signed is the fee.
Flat, per company. Never a percentage of spend, so our advice on budgets has no conflict in it.
Questions
If you’ve made it this far, just book the call.
Thirty minutes. Bring the book, we’ll bring the questions. You’ll leave knowing what your portfolio’s marketing actually produces, whether you hire us or not.
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