Stop guessing, start growing. Work with seasoned partners who can translate marketing best practices into tangible financial results. We go beyond playing in existing channels – we uncover untapped opportunities and build new avenues for growth, turning your portfolio companies into market leaders.
We transform marketing data and insights into your portco's unfair advantage, so your companies can remove the mystery from marketing and dominate the digital landscape.
We’re operators, investors, management consultants and marketers who have worked at the highest levels building and scaling companies. We bring that real-world experience to every engagement, ensuring your portfolio companies benefit from battle-tested strategies and an unmatched depth of expertise.
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Tailored solutions for every stage of growth
Our reports are designed to meet the unique needs of PE firms and their portfolio companies:
We go beyond the surface to uncover hidden growth levers and provide data-driven insights to inform your investment decisions.
We develop reports to help you execute data-driven marketing strategies that drive rapid and sustainable growth.
We transform data into clear insights, enabling smarter decisions and more effective marketing strategies.
We leverage the power of artificial intelligence and marketing automation to streamline operations, improve efficiency, and maximize ROI.
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A Data-Driven Blueprint for Maximizing Marketing Efficiency, Revenue Growth, and Portfolio EBITDA
Unlock the Competitive Advantage of AI in Marketing
The rapid adoption of AI in marketing is fundamentally reshaping customer acquisition, retention, and overall efficiency. However, most private equity firms lack a structured framework to assess AI’s impact, separate hype from reality, and implement the right strategies to enhance portfolio performance.
This research report is designed specifically for private equity funds and their portfolio companies, providing a data-backed, actionable playbook to:
Identify high-ROI AI marketing applications that drive measurable revenue and cost savings.
Evaluate AI-driven marketing capabilities in M&A due diligence, uncovering risks and opportunities.
Reduce customer acquisition costs and increase customer lifetime value through AI-driven automation and personalization.
Benchmark portfolio companies against industry leaders leveraging AI for competitive advantage.
Quantifiable Impact: Small EBITDA Gains, Significant Valuation Growth
For private equity firms, even a 1 to 2 percent increase in EBITDA can drive meaningful valuation uplifts at exit. AI-driven marketing efficiencies can unlock significant margin expansion, making this report a high-ROI investment.
Consider a portfolio company generating $50 million in EBITDA:
A 1.5 percent EBITDA improvement adds $750,000 in annual earnings.
At a 10x exit multiple, this translates into $7.5 million in added valuation.
The cost of this report is a fraction of the value created, making it an essential tool for maximizing returns.
What’s Inside?
AI Marketing Landscape: Industry benchmarks and adoption trends across key verticals.
M&A Diligence Playbook: A structured framework for assessing AI capabilities in potential acquisitions.
Cost Optimization and Revenue Growth Strategies: AI-driven tactics to reduce CAC, increase retention, and improve marketing efficiency.
Technology and Vendor Analysis: An in-depth evaluation of AI tools that deliver measurable performance improvements.
Regulatory and Compliance Considerations: Navigating AI-related risks in marketing and data privacy.
Why Private Equity Firms and Operators Need This Report
For Private Equity Investors:
Enhance M&A Diligence – Avoid overpaying for assets with inefficient marketing operations.
Drive EBITDA Expansion – Implement AI-driven efficiencies that reduce costs and increase revenue.
Increase Exit Valuations – Higher profitability leads to stronger multiples at exit.
For Portfolio Company Operators:
Reduce Marketing Costs – AI-powered automation can cut acquisition costs by 30 to 50 percent.
Improve Conversion Rates and Retention – AI-driven personalization increases conversion rates by 20 to 40 percent.
Optimize Resource Allocation – Streamline content creation, media buying, and demand generation.
A High-ROI Investment in Portfolio GrowthThe cost of this report is marginal compared to the EBITDA improvements and valuation growth it can drive. AI is no longer optional in marketing—firms that fail to adapt will be left behind.
Secure Your Competitive Edge—Before Your Competitors Do
This research is not publicly available and is reserved exclusively for a select group of firms and operators looking to leverage AI for real, measurable impact. Access is limited, ensuring that those who act now gain a strategic advantage in the market.
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