The Portfolio Marketing Playbook · PE default · Meta-engagement
One marketing playbook. Run across the whole portfolio.
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 benchmarks. Scoped per portfolio, priced per engagement.
What the engagement covers
Four motions across the portfolio — not four separate engagements.
Shared playbooks
Standard GTM motions, content frameworks, and pipeline architectures that every portfolio company can adopt without reinventing.
Vendor coordination
Pre-vetted execution partners (BRSG + Outbounder + Red Button Media) deployed across portfolio cos with consistent quality and pricing.
Cross-portfolio benchmarks
Pipeline metrics, conversion rates, and content performance benchmarked across the portfolio so operating partners can spot what's working faster.
Direct operator work
I work directly with operating partners and portfolio CMOs — the engagement isn't handed off to a junior team.
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.
Built for
PE firms with multiple lending-adjacent holdings.
Multi-co fintech / mortgage tech
PE portfolios where 3+ holdings would benefit from a shared marketing playbook and vendor stack.
Operating partners
Partners who own value-creation across the portfolio and want consistent marketing rigor without managing 8 separate vendor relationships.
Portfolio CMOs
Cross-portfolio CMOs who need an outside playbook + benchmarking layer to accelerate adoption across portfolio cos.
What it costs
Engagement-dependent. Bracketed below for shape.
Monthly investment, indicative
$15–35K/mo
Bracket calibrates with portfolio size (3 vs. 8+ companies), depth of involvement with each portfolio co, and whether benchmarking + vendor coordination is the full scope or includes hands-on work with specific portfolio cos. Each portfolio co can still buy standalone solutions or other bundles below this layer.
This bundle is quote-only by design. Discovery covers portfolio composition, current marketing maturity per portfolio co, and where operating-partner attention is most constrained. Final scope and pricing within one week of Discovery.
How we work
Direct work with operating partners. Quarterly portfolio benchmarks. One playbook.
A Portfolio Marketing Playbook Discovery covers the portfolio shape, current marketing maturity, and where operating-partner leverage is highest. Forty-five minutes, Google Meet, no slides. If your portfolio is too small for a meta-engagement, we'll recommend the right standalone bundle for the most strategic portfolio co.