Private-equity marketing · portfolio meta-engagement
One playbook, run across the whole portfolio.
Every portfolio company runs the same authority engine, the same partner stack, and one cross-portfolio benchmark — operating-partner-grade, and I run it myself, 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 playbook, hires its own agencies, and reports in a format you can't compare — operating-partner attention spread thin across a dozen disconnected marketing functions.
A portfolio needs one authority engine 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
The same authority engine
A shared partner stack
Cross-portfolio benchmarks
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
30+ 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 have been inside that ecosystem for three 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 Figure and ProPair across the lending stack.
The Portfolio Marketing Playbook is the operating-partner-facing version of that engine — condensed, codified, and applied across multiple portfolio companies at once.
Why firms choose me
What a portfolio engagement should hold itself to.
Operating-partner-grade, not handed off
30+ years inside the stack PE owns most heavily
One playbook, not N disconnected agencies
Benchmarks that make attention efficient
Standalone underneath when you need it
Named, checkable work
How engagements work
From first call to a portfolio-wide system.
01
Discovery
02
Portfolio scan
03
Roll out the playbook
04
Benchmark and compound
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 runs one authority engine across the whole portfolio instead of leaving each company to source and manage its own agency. That means the same content, founder thought leadership, and positioning system, a shared partner 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, runs its own hiring, and reports in a format you can't compare across the portfolio. One portfolio engagement gives every company the same proven authority engine 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 partner 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, partner 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 I have operated inside for 30+ years.
What if my portfolio is small or only one company needs help?
Then a meta-engagement is probably premature. In Discovery I'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, I'll recommend the right standalone bundle for your most strategic company.