Firms we've advised
Ideal Private Equity Partners
Marketing is core to investment thesis
Drive growth for acquisitions where Marketing is critical to the value creation plan and growing top-line revenue.
Recent portfolio M&A transaction
Hit the ground running with marketing and demand generation in the first 100 days of a transaction.
In need of Marketing Operations partner
Get marketing expertise to support portfolio companies if you lack the right marketing skillset in-house—especially on digital channels.
Our Value Creation Framework
Insights We Offer
Acquisition Funnel Analysis
Deep-dive analysis of the full marketing funnel from website visitors to Closed-Won, through every stage—MQL, SAL, PQL, SAL.
ROI Breakdown by Channels
Identification of channels that are clear winners and need more budget to scale, based on the impact on revenue and performance against Acceptable Cost / MQL.
Scalability Potential of Paid Media
Insights on paid media campaigns with the highest pipeline ROI. Profitably drive demand using historical data, and reallocate spend from inefficient campaigns.
Integration & Efficiencies
Identification of key areas for efficiency to scale marketing performance while reducing and optimizing spend.
Team Structure Recommendations
Analysis of current team structure efficiency, and identification of core roles you need to fill to scale marketing.
Marketing Budget Adjustment
Understanding of the marketing budget you need to hit booking targets, the timeline and detail of investment adjustments across all marketing channels and activities.
SVP, TA Associates
“We see hundreds of companies every year. In terms of sophistication and contribution to overall business growth, the digital marketing engine Shiv built at Wild Apricot is in the top 1%. It’s also why we pull How To SaaS into our portfolio companies where demand gen is core to our investment thesis.”
Managing Partner, Polaris
“Shiv is the most talented and thoughtful mind I have come across in digital marketing. His ability to get deep into the details on tactics while still being highly strategic is unprecedented in my experience. Him and the How To SaaS team are my first call when my investments need help with digital marketing."