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Need to scale enterprise value faster?

We help private equity firms accelerate portfolio company growth with marketing.

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With a limited time to increase enterprise value on the companies they acquire, many firms rely on pricing increases and scaling sales efforts as ‘quick fixes’ to grow revenue.

But this approach tends to limit the return the business can generate because it doesn’t address a shortage in the pipeline sales teams need to hit quota.

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Most portfolio companies don’t bridge the gap between sales projections and the marketing activities needed to support those results.

Marketing is the key to sustainable growth.

The first 100 days after an acquisition are critical.

To help you hit targets within tight timeframes, we give your portcos access to the right marketing strategies and expertise to quickly scale enterprise value.

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To deliver the best return, companies need to grow in a process-driven way.

We build the foundational marketing structures portfolio companies need to grow sustainably.

There are limited resources PE firms can dedicate to each portco.

With bandwidth stretched across the entire portfolio, most PE firms don’t have time to get into the weeds with each company.

We do.

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Portco teams are focused on execution.

We act as your outsourced marketing operations partner, with the bandwidth and expertise to work on what portco teams often overlook — developing the right strategy.

Many marketing functions aren't maximizing returns on investment.

We audit the current marketing spend to find efficiencies, and calculate the right sized marketing budget to deliver sales pipeline.

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PE Firms We've Worked With

TA Associate
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Our Solution

To scale pipeline, Marketing needs to build 5 critical layers in the right order.

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We help companies work through layers 3 and 4 as quickly as possible to rapidly drive revenue growth.


You have:
A target B2B company you're considering acquiring.

You need:
Quick, concise insights into current growth performance, future potential and resources needed to scale the company in the first 100 days.


Existing Investments 

You have:
A portco that hasn’t fully leveraged marketing. Perhaps it's the first 100 post-close, or you're prepping for sale.

You need:
An experienced marketing partner who can deliver a strategy for accelerated growth.

Periods of Transition

You have:
A new acquisition in a platform company, or turnover in the marketing leadership.

You need:

A fractional CMO partner who can build a new direction for marketing and be a part of the leadership team.


Marketing Due Diligence

Evaluate the marketing potential of a target investment. Invest with confidence and scale at speed.

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Previous outputs have included:

  • SEO plan to deliver more organically-sourced deals
  • Uncover lack of fit with target market
  • Calculate marketing budget needed to hit targets
  • Identify channels underperforming on cost per MQL

CMO Consulting 

Get expert help building a high-performance marketing system that drives top-line revenue growth.

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Previous outputs have included:

  • Increased ROI on campaigns
  • Improved marketing data
  • Business case to secure right-sized marketing budget
  • Increased enterprise value

Marketing Transformation

Bring in CMO expertise to integrate after acquisitions, guide the team and help build an automated demand gen engine.

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Previous outputs have included:

  • Restructured marketing team to support new approach
  • Increased inbound MQLs
  • Reduced cost per opportunity
  • Increased marketing-generated revenue

Results our clients have seen


inbound traffic and lead generation


increase closed-won bookings from marketing


decrease cost per opportunity

Read about a private equity firm's experience of working with How To SaaS


Why PE Firms Choose How To SaaS


Michael Libert

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

Bryce Youngren

Managing Partner, Polaris

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

Ready to explore working together?

See how How To SaaS can help you drive enterprise value through marketing.

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