Private Equity · Portfolio marketing for fintech and mortgage-tech holdings
One playbook. Run across the portfolio. Operating-partner-grade.
For PE firms with multiple fintech or mortgage-tech holdings: a meta-engagement that gives every portfolio company access to the same playbooks, vendor stack, and cross-portfolio benchmarking. We work directly with operating partners and portfolio CMOs — the engagement isn't handed off.
The model
How a PE engagement runs.
Portfolio scan
Each portfolio co assessed against a marketing-maturity baseline. Where the operating-partner attention is most leveraged identified up front.
Shared playbooks
Standard GTM motions, content frameworks, and pipeline architectures that every portfolio co can adopt without reinventing.
Vendor stack
BRSG + Outbounder + Red Button Media available across the portfolio with consistent quality and pricing.
Cross-portfolio benchmarks
Pipeline metrics and content performance benchmarked across portfolio cos so operating partners spot what's working faster.
This is a meta-engagement. It sits above the individual portfolio companies. Each portfolio co can still buy individual services or bundles below this layer. The Playbook is the connective tissue.
Default engagement
The Portfolio Marketing Playbook.
Quote-only by design. Scope calibrates with portfolio size (3 vs. 8+ companies), depth of involvement with each portfolio co, and whether the engagement is benchmarking + vendor coordination or includes hands-on work with specific portfolio cos.
Monthly investment, indicative
$15–35K/mo
Engagement-dependent. Final scope and pricing within one week of Discovery. Each portfolio co can still buy standalone solutions or other bundles.
Where the model came from
Twenty years inside the lending stack PE owns most heavily.
Most of what PE owns in this neighborhood is mortgage origination, mortgage tech, or adjacent fintech. I've been inside that ecosystem for two decades — running origination at DeepGreen, building the Quicken / Rocket online HELOC platform, launching SpringEQ, owning Velocity Lending as a live proof-of-concept for the Kaleidico playbook, and acting as fractional marketing leadership for vendors like Figure and ProPair across the lending stack.
The Portfolio Marketing Playbook is the operating-partner-facing version of that playbook — condensed, codified, and applied across multiple portfolio cos at once.
How we work
Direct work with operating partners. Quarterly portfolio benchmarks. One playbook.
A PE Discovery covers the portfolio shape, current marketing maturity per portfolio co, and where operating-partner attention is most constrained. Forty-five minutes, Google Meet, no slides. If your portfolio is too small for a meta-engagement, I'll recommend the right standalone bundle for the most strategic portfolio co.
Book a DiscoveryReady to talk?
Book a 45-minute Discovery, or browse the Playbook page first.