Assessing Marketing in Your Portfolio Companies: A Guide for Private Equity

Turn your portfolio’s go-to-market (GTM) strategy into a measurable engine for value creation.

For many private equity investors, assessing a marketing organisation feels like navigating a complex, subjective maze. While finance and operations provide clear-cut numbers, marketing performance often stays “squishy”—making it difficult to identify where it is truly enabling or silently constraining growth.

This guide helps mid-market PE firms (managing £200M–£2B) transform marketing from a subjective art into a manageable science.

What’s inside the playbook:

This report provides a structured approach to evaluating GTM maturity across your portfolio, from initial due diligence to post-close value creation.

Investor-Grade Benchmarks: Access specific Red-Amber-Green (RAG) targets for the metrics that drive premium valuations, including CAC payback period, net revenue retention (NRR), and pipeline coverage.
The Magnus CMO Assessment: Evaluate whether your marketing leadership is a strategic linchpin or a tactical bottleneck. Learn when to move from being a “hands-on executor” to a “strategic leader” as you scale
The Magnify Diagnostic (7P Framework): A holistic 360-degree view of your commercial engine across seven dimensions: Priorities, Plans, Positioning, People, Process, Platforms, and Performance.
Institutionalising Rigor: How to integrate GTM metrics into your board reviews to ensure no “surprises” and foster a culture of data-informed growth.

If the go-to-market engine is under-optimised, you are unequivocally leaving equity on the table.

Download the Playbook

Magnus Consulting is committed to helping ambitious businesses align marketing and sales on where to focus and how to win. Access the full report instantly below.

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Why Magnus Consulting?

Magnus Consulting is a B2B growth consultancy that helps ambitious businesses align marketing and sales on where to focus and how to win. Through our ‘Magnify’™ diagnostic and ‘Magnitude’ GTM platform, we provide PE firms and their portfolio companies with the data-informed methodology needed to achieve measurable commercial impact.