Marketing is typically the largest discretionary line item — and the least scrutinized. We change that, with a guarantee.
Schedule a Portfolio ReviewPortfolio companies typically spend 10–20% of revenue on marketing — yet most PE funds have no systematic way to evaluate whether that money is well spent.
The result: hidden waste, opaque agency relationships, inflated tech fees, and EBITDA left on the table. Most operating partners know it's there but lack the tools and benchmarks to quantify it.
We guarantee measurable savings on marketing spend across your portfolio companies. If we don't deliver, you don't pay. No retainers, no risk — just results.
Across tech fees, operational waste, and media procurement — we consistently find significant, recoverable value.
Every dollar saved flows straight to the bottom line. Marketing optimization is the fastest lever for margin expansion.
We put our fees at risk against the savings we identify. If we don't deliver, you owe nothing.
A mid-market PE fund with 10 portfolio companies spending a combined $75M on marketing can expect:
We don't charge retainers. Our compensation is tied directly to the savings we deliver. We succeed only when you do — creating perfect alignment of incentives.
We analyze your portfolio companies' marketing spend to identify and quantify savings opportunities — at no cost.
We present a detailed plan with specific, guaranteed dollar savings for each portfolio company.
We execute the plan alongside existing teams and agencies. You see results in 90 days or less.
We take a share of verified savings. If savings fall short of our guarantee, you pay nothing.
A PE-backed SaaS company was spending $5M annually across digital media, programmatic, and agency fees. Their marketing performance was adequate, but no one had benchmarked their cost structure.
Our diagnostic revealed $1M in annual recoverable savings across three areas: inflated programmatic tech fees, redundant tooling costs, and below-market media rates. All savings were implemented within 90 days with zero disruption to campaign performance.
Start with a free strategic diagnostic across your portfolio. We'll quantify the opportunity — with no commitment required.