How We Help

Private Equity & Venture Capital Portfolio Companies

We're dedicated to assisting PE and VC firms in enhancing the marketing outcomes of their cybersecurity, fintech, and B2B SaaS investments. 

Marketing Due Diligence, Performance Audits, and Strategic Assessments

Our expertise lies in providing Private Equity and Venture Capital firms with the tools they need to elevate the marketing performance of their Cybersecurity and FinTech investments. Through our tailored marketing services, including a comprehensive range of assessments and audits, we delve deep into the digital footprint of your portfolio companies. Focused on the B2B Cybersecurity and FinTech sectors, our approach delivers critical insights that empower you to drive value, mitigate risks, and seize growth opportunities.

Our Audit Services

Marketing Maturity Assessment

$8,000

Utilizing the Beacon marketing maturity model, our assessment reveals critical gaps and opportunities across six key areas: Marketing Resources & Team Operations, Marketing Operations & Technology, Brand and Strategy, Data, Analytics, Measurement, and Performance Marketing. Our detailed scorecard and actionable recommendations pave the way for impactful short, medium, and long-term improvements.

Paid Media / Performance Marketing Audit

$6,000

Dive deep into your current paid media strategies to evaluate ROI, targeting precision, and overall campaign efficacy. Our comprehensive audit includes a competitive analysis and persona development, culminating in strategic recommendations tailored to enhance your media spend's impact.

Website Audit

$6,000

Elevate user engagement and conversion rates while boosting your online visibility and search rankings. Our exhaustive website audit scrutinizes nearly 300 factors, including technical SEO, site speed, and user experience, delivering a blueprint for organic growth and enhanced online presence.

Messaging & Competitive Brand Audit

$6,000
Sharpen your brand's voice and messaging to ensure they resonate with your target audiences. By examining up to 5 competitors and reviewing your brand assets, we provide a comprehensive strategy for brand positioning, messaging, and differentiation.

Marketing Technology & Lead Pipeline Audit

$6,000

Optimize your marketing technology infrastructure and lead generation processes. From lead scoring models to CRM health assessments, our recommendations are designed to streamline your operations and maximize marketing efficiency.

Flexible & Comprehensive Solutions

Select any combination of our audits to meet your portfolio company's unique needs, with no long-term commitment. Access to your portfolio company's systems and tools is essential for us to deliver actionable insights. Our aim is to equip PE and VC firms with the critical information necessary to maximize investment potential, mitigate risks, and catalyze growth.

Special Offer

Multi-Audit Discount: Enjoy a 10% discount when you select two or more audits (excluding the Marketing Maturity Assessment).

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Featured Clients

We've worked with dozens of PE and VC-backed clients selling cyber security and financial technology tools and services.
If you're looking for a partner that speaks your language, you've found us! 

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anomali
biocatch
chainalysis
cyderes
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flashpoint logo
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optiv logo
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Have a specific request or don't see what you're looking for?

We are happy to talk and explore additional ways to support your VC or PE firm!

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