Private Equity Marketing Agency · Portfolio marketing for fintech & mortgage-tech holdings
One playbook, run across the whole portfolio.
For PE firms with multiple fintech or mortgage-tech holdings: a meta-engagement that gives every portfolio company the same GTM playbooks, the same vendor stack, and cross-portfolio benchmarks. Operating-partner-grade — we work directly with operating partners and portfolio CMOs, not a handed-off account team.
Why operating partners look for a portfolio approach
One agency per company doesn't scale across a portfolio.
Every holding reinvents the same GTM playbook, vets its own vendors, and reports in a format you can't compare against the rest of the portfolio. Operating-partner attention gets spread thin across a dozen disconnected marketing functions, and the lessons one company learns never reach the others.
A portfolio needs one playbook and one benchmark — not N agencies solving the same problem in isolation. That is the entire reason this engagement exists.
How a PE engagement runs
The Portfolio Marketing Playbook is the connective tissue.
A meta-engagement that sits above the individual companies. Four moving parts, run as one system across the portfolio.
Portfolio scan
Every portfolio company assessed against a marketing-maturity baseline, so you see where operating-partner attention is most leveraged before any work starts.
Shared playbooks
Standard GTM motions, content frameworks, and pipeline architectures every portfolio company can adopt without reinventing the wheel one logo at a time.
Common vendor stack
BRSG, Outbounder, and Red Button Media available across the portfolio at consistent quality and pricing — no per-company vendor hunt.
Cross-portfolio benchmarks
Pipeline metrics and content performance benchmarked across holdings, so operating partners spot what is working — and what is not — faster.
Beneath the Playbook, each portfolio company can still take a full industry engagement on its own — fintech, mortgage tech, or PropTech.
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. We have 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, 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 companies at once.
Why firms choose us
What a portfolio engagement should hold itself to.
Operating-partner-grade, not handed off
We work directly with operating partners and portfolio CMOs. The engagement sits above the individual companies as a meta-engagement — it is not delegated to a junior account team.
Twenty years inside the stack PE owns most heavily
Most of what PE owns in this neighborhood is mortgage origination, mortgage tech, or adjacent fintech — the exact ecosystem this firm has operated inside for two decades.
One playbook, not N disconnected agencies
Instead of every portfolio company sourcing, vetting, and managing its own agency, the portfolio runs one codified playbook with one set of benchmarks. The Playbook is the connective tissue.
Benchmarks that make attention efficient
Cross-portfolio reporting tells operating partners where their time creates the most lift — which company to lean into, which motion to replicate, which to cut.
Standalone underneath when you need it
Each portfolio company can still buy individual services or a full industry bundle below the Playbook layer — fintech, mortgage-tech, or PropTech — without leaving the system.
Named, checkable work
Real engagements you can verify by name — Figure, ProPair — fractional marketing leadership across the lending stack PE invests in.
How engagements work
From first call to a portfolio-wide system.
01
Discovery
Forty-five minutes on Google Meet. We cover the portfolio shape, current marketing maturity per company, and where operating-partner attention is most constrained. If your portfolio is too small for a meta-engagement, we'll recommend the right standalone bundle for your most strategic company.
02
Portfolio scan
Each holding assessed against a marketing-maturity baseline. We identify, up front, where operating-partner attention and shared resources are most leveraged across the portfolio.
03
Roll out the playbook
Shared GTM motions, content frameworks, and the common vendor stack go live across the portfolio companies that are ready — each adopting without reinventing.
04
Benchmark and compound
Quarterly cross-portfolio benchmarks show what is working and where to lean in. The playbook compounds as more companies adopt it and the benchmark data deepens.
Investment
Quote-only, calibrated to the portfolio.
Monthly investment, indicative
$15–35K/mo
Engagement-dependent. Scope calibrates with portfolio size (3 vs. 8+ companies) and depth of involvement with each company. Final scope and pricing within one week of Discovery. Each portfolio company can still buy standalone solutions below the Playbook layer.
Not sure a meta-engagement fits yet? Read the private-equity portfolio overview or compare fractional CMO vs. agency vs. in-house for a single company.
Questions
Private equity marketing agency FAQ
What does a private equity marketing agency actually do for a portfolio?
It operates one marketing playbook across the whole portfolio instead of leaving each company to source and manage its own agency. That means shared GTM motions and content frameworks, a common vendor stack at consistent quality and pricing, and cross-portfolio benchmarks that tell operating partners where their attention creates the most lift. It is a meta-engagement that sits above the individual companies.
How is this different from hiring an agency for each portfolio company?
Per-company agencies mean every holding reinvents the same playbook, vets its own vendors, and reports in a format you can't compare across the portfolio. One portfolio marketing engagement gives every company the same proven motions and a single benchmark, so operating partners can see what's working in one company and replicate it across the others.
What does a portfolio marketing engagement cost?
The Portfolio Marketing Playbook is quote-only by design, with an indicative range of $15–35K/month. Scope calibrates with portfolio size (3 vs. 8+ companies), how hands-on the engagement is with each company, and whether it's benchmarking plus vendor coordination or includes direct work with specific holdings. Final scope and pricing come within a week of Discovery.
Do you work with operating partners or with the portfolio companies?
Both — at different layers. The meta-engagement is operating-partner-facing: portfolio scans, shared playbooks, vendor coordination, and cross-portfolio benchmarks. Beneath it, individual portfolio companies can take standalone services or a full industry bundle. The engagement is never handed off to a junior team.
What kind of portfolios is this built for?
PE firms with multiple fintech or mortgage-tech holdings — typically three or more companies where the same marketing problems repeat. Most of what PE owns in this neighborhood is mortgage origination, mortgage tech, or adjacent fintech, which is the exact ecosystem this firm has operated inside for twenty years.
What if my portfolio is small or only one company needs help?
Then a meta-engagement is probably premature. In Discovery we'll point you to the right standalone bundle for your most strategic company — the fintech, mortgage-tech, or PropTech engagement — rather than sell you a portfolio layer you don't yet need.
Ready to talk?
Direct work with operating partners. Quarterly portfolio benchmarks. One playbook.
A PE Discovery covers the portfolio shape, current marketing maturity per company, and where operating-partner attention is most constrained. Forty-five minutes on Google Meet, no slides. If your portfolio is too small for a meta-engagement, we'll recommend the right standalone bundle for your most strategic company.