Marketing Board Meeting Template

Share this template with Marketing. You'll get the data you need to make investment decisions with confidence at every board meeting.

Marketing data framework template

Private Equity Firms we've worked with

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What's inside

Compare marketing channel performance

See which marketing channels are delivering most Closed-Won deals, and whether they're meeting your acceptable cost per lead.

Drill down into the budget proposal

Understand exactly how Marketing will be using the budget on a campaign level, and the return they expect from each.                        

Model multiple investment scenarios

Analyze how Marketing will perform based on BAU, minimum budget increase, and dream budget scenarios.


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Michael Libert

SVP, TA Associates

“We always pull in the How To SaaS team into our portfolio companies where demand gen is core to our investment thesis.”

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Bryce Youngren

Managing Partner, Polaris

“The How To SaaS team is my first call when my investments need help with digital marketing."

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Instantly receive the Marketing Board Meeting Template in your inbox.

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