Private Equity · portfolio marketing for fintech & mortgage-tech holdings
Operating-partner-grade marketing, portfolio-wide.
Every holding gets the same playbooks, tooling stack, and cross-portfolio benchmarks. I work directly with operating partners and portfolio CMOs — not a handed-off account team.
The model
How a PE engagement runs.
Portfolio scan
Shared playbooks
One tooling stack
Cross-portfolio benchmarks
This is a meta-engagement. It sits above the individual portfolio companies, and each one can still buy standalone services or bundles below it. The Playbook is the connective tissue. See how I work as a private equity marketing agency — the model, process, pricing, and where it came from.
Default engagement
The Portfolio Marketing Playbook.
The bundle most PE engagements start on — packaging for the model above, not a separate service.
Quote-only by design. Scope calibrates with portfolio size (3 vs. 8+ companies), how deep I go with each holding, and whether the engagement is benchmarking plus coordination or includes hands-on work with specific portfolio companies.
Monthly investment, indicative
$15–35K/mo
Engagement-dependent. Final scope and pricing within one week of Discovery. Each holding 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 running fractional marketing leadership for companies 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 holdings at once.
How I work
Direct with operating partners. One playbook. Quarterly benchmarks.
A PE Discovery covers the portfolio shape, current marketing maturity per holding, 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 holding.
Book a DiscoveryReady to talk?
Book a 45-minute Discovery, or read the Playbook page first.