The SaaS marketing agency for PE that drives value creation.

A SaaS marketing agency for PE operating partners installs a consistent marketing operating system across portfolio companies. The job is portfolio-level, not single-company: shared attribution and reporting standards so marketing is comparable company to company, thesis-aligned growth that maps to each value-creation plan and embedded senior teams so scale does not dilute attention. The output is a governable view of marketing across the book, not ten companies running ten different playbooks.

Hiring separately means ten portfolio companies with ten playbooks, ten attribution models and ten reporting formats that cannot be compared. A SaaS marketing agency for PE installs shared standards across the portfolio while still giving each company an embedded team and a thesis-specific plan. The operating partner gets comparable reporting and repeatable growth, plus cross-portfolio learning where what works at one company informs the others.

Yes, that is the point. Each engagement runs to the specific thesis for that company, with CAC payback and pipeline reporting the deal team can underwrite. We treat the value-creation plan as the brief, not a generic growth narrative. Spend defends itself against the model, the Rule of 40 is a live constraint and the marketing line of the plan becomes something you can actually hold the company to.

Yes. We run multi-company engagements where each portfolio company gets its own embedded senior team and thesis-aligned plan, under shared attribution and reporting standards. That lets the operating partner see consistent numbers across the book, compare marketing efficiency company to company and spot the outliers early. Cross-portfolio learning is a built-in benefit: a channel proven at one company gets tested faster at the others.

Per-company retainers start at $7,500 a month and typically run $15,000 to $30,000 depending on company size. For portfolio engagements we structure consolidated agreements and we also offer a performance partnership model (reduced base plus thesis-aligned upside) for sponsors who want the agency directly aligned to the value-creation plan. The fixed-fee audit is $18,000 per company.

Yes. A documented, transferable marketing function with clean attribution survives diligence and supports the exit narrative. We build the marketing operating system to be exit-ready: clear reporting history, defensible CAC and pipeline metrics and a playbook a buyer can inherit. That protects the marketing contribution to the multiple when the company goes to market.

Yes, with a focus on US and UK markets where most sponsor-backed SaaS operates. We also support portfolio companies in Canada, Australia, Singapore, India and Germany. Each gets a local playbook under shared portfolio standards. Use the region selector to switch.

Yes and most operating partners do. We start with one portfolio company, prove the marketing operating system works against its value-creation plan, then roll the shared standards out to the rest of the book. That lets you see the reporting consistency and the thesis alignment on a single company before committing the portfolio. The first engagement becomes the template for the others.