Private Equity & Portfolio Companies

Marketing that raises enterprise value across the portfolio.

Portfolio-wide playbooks, unified reporting and exit-ready marketing for private equity firms and their portfolio companies.

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The problem

Why is marketing so hard to manage across a portfolio?

For private equity firms, marketing is a lever on revenue, retention and the multiple. Too often it is managed company by company, measured in activity, and left out of the value-creation plan.

01
Every portfolio company has a different agency, a different approach and a different report.
02
Marketing is often treated as an expense rather than a lever in the value-creation plan.
03
Acquired brands compete with each other, or drift apart, after the deal closes.

Private playbook

The Portfolio Growth Playbook

Our portfolio playbook connects marketing to the value-creation plan, from the first hundred days to the exit. The outline is below; how it applies to your portfolio is reviewed in a private session.

The detail for your market is reviewed only in a private session.

01
Portfolio-wide playbooks adapted to each company and each acquired brand
02
Unified reporting across the portfolio: pipeline, customer acquisition cost, payback and return on investment
03
Consistent positioning and systems across platform and add-on brands
04
Owned lead flow and clean pipeline data that de-risk the investment
05
An exit-ready marketing story that buyers can verify in diligence

Why Digital Design Firm

Built by an operator who has been on the other side of the table.

Our founder, Suzanne Ricci, founded and scaled technology companies and exited them to private equity groups. We speak the language of the value-creation plan, including EBITDA, CAC payback, retention and enterprise value, because we have answered to it.

What's changing now

What's changing for private equity firms right now?

Reviewed and refreshed every quarter.

Buyers look harder at the quality of revenue, so predictable pipeline and clean marketing data carry more weight in diligence.
Add-on acquisitions bring more brands to integrate, which makes consistent positioning and systems part of the value-creation plan.
AI assistants now describe companies to buyers and customers, so consistent facts across every brand matter more than before.

Who it's for

Which private equity firms do we partner with?

A strong fit

Private equity firms, operating partners and portfolio company leaders who want marketing that is measurable, consistent across the portfolio, and ready for diligence.

We may not be the right partner if…

Marketing is expected to run without access to leadership or performance data.

Services in the playbook

How we help private equity firms grow

Questions we hear

Common questions from private equity firms

Do you work with the firm or with each portfolio company?

Both. We build portfolio-wide playbooks and reporting with the firm, and execute within each company.

How is performance reported across the portfolio?

In one consistent view of pipeline, customer acquisition cost, payback and return on investment, rather than a different report from every agency.

Can you help integrate acquired brands?

Yes. We plan which brands to keep, merge or retire, and how to protect their search equity and customer trust.

What is the Portfolio Growth Playbook?

It is our plan for connecting marketing to the value-creation plan across a portfolio. The outline is on this page; the detail is reviewed in a private session.

Let’s talk

The Portfolio Growth Playbook is reviewed privately.

Tell us a little about your business and we’ll reach out within one business day. Or simply call. We’d enjoy hearing about what you’re building.

Prefer to talk? Call us813.212.9930

A reply within one business day
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Start a conversation

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