Marketing Due Diligence Checklist
How to evaluate the marketing performance, team, budget and efficiency of a target acquisition.
Private Equity Firms we've worked with
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
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.”
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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