Marketing Due Diligence Checklist

How to evaluate the marketing performance, team, budget and efficiency of a target acquisition.

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Private Equity Firms we've worked with

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What's inside

Essential Marketing Due Diligence Requests

Get a list of 10+ items to ask for during diligence to evaluate the marketing of a target investment.

Insight available from each diligence request

Understand the insights each diligence item provides into the marketing performance and maturity of the target investment.

How each request helps you in the first 100 days

Leverage the insights to build a plan to ramp up marketing in the first 100 days after an acquisition to create more enterprise value.

Testimonials

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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."

Get the checklist

Instantly receive the Marketing Due Diligence Checklist in your inbox.

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