Assessing Marketing in Your Portfolio Companies: A Guide for Private Equity
Turn your portfolio's go-to-market strategy into a measurable engine for value creation. A structured framework for mid-market PE firms to evaluate GTM maturity from due diligence through to post-close.
Marketing performance often stays subjective - and that costs equity.
For most PE investors, assessing marketing capability remains difficult. Without a structured framework, it is hard to identify where GTM is truly enabling growth and where it is silently constraining it.
"If the go-to-market engine is under-optimised, you are unequivocally leaving equity on the table."
This guide gives mid-market PE firms managing £200M–£2B a repeatable, investor-grade process to evaluate GTM maturity across portfolio companies - from initial due diligence through post-close value creation.
Four frameworks. One structured evaluation process.
Investor-Grade Benchmarks
Specific Red-Amber-Green targets for the metrics that drive premium valuations - CAC payback period, net revenue retention, pipeline coverage, and more. Objective standards you can apply at any stage of the investment lifecycle.
The Magnus CMO Assessment
A structured assessment to evaluate whether marketing leadership is functioning as a strategic asset or a tactical constraint. Addresses the critical question of whether the CMO is capable of driving commercial growth at your target scale.
The Commercial Growth Diagnostic (Magnify™) - 7P Framework
A 360-degree GTM audit across seven dimensions: Priorities, Plans, Positioning, People, Process, Platforms, and Performance. Surfaces the specific gaps between current commercial capability and what the market opportunity demands.
Institutionalising GTM Rigour
How to integrate GTM metrics into board reviews and investor reporting so commercial performance is visible, accountable, and comparable across the portfolio. Prevents surprises and builds the data-informed growth culture that sustains returns.
Get the full guide.
The complete guide - benchmarks, CMO assessment, Magnify™ diagnostic framework, and the process for integrating GTM rigour into your portfolio review cadence. Free, no form required.
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From assessment to action.
The Magnify™ diagnostic surfaces where the gaps are. Magnus closes them - through commercial gap analysis, GTM strategy design, and embedded delivery across your portfolio.
Magnify™
Structured commercial gap analysis - from portfolio assessment to funded action plan.
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Commercial DD
Commercial intelligence for pre-deal decisions and post-acquisition value creation planning.
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Embed & Activate
Commercial operating model design and capability build - until the portfolio company runs independently.
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