Rapidly scale portfolio companies
Drive top-line revenue growth with C-level marketing expertise
Trusted by top PE firms
“The How To SaaS team is my first call when my investments need help with digital marketing."
Bryce Youngren
Managing Partner, Polaris
We help private equity firms achieve sustainable revenue growth in their portfolio companies
Visibility
Get to the truth about what is and isn’t working – from demand gen channels to budget allocation to team members. We audit every aspect of the marketing function to give you the big picture.
Efficiency
Avoid misspent budget, and wasted time by doing things in the right order – we take companies through a tested, methodical process to get it right the first time. We focus on the biggest impact drivers so companies can do more with less.
Integration
Whether your strategy is to build a platform company or a bolt-on acquisition, we can guide the internal team through the challenges of integration. Get a comprehensive strategy for a streamlined marketing function and all the tools your team needs to execute it.
Speed to Scale
Plug into frameworks, models, and strategies we’ve crafted working with 80+ SaaS businesses to rapidly achieve revenue growth after acquisitions. Get audit, analysis, recommendations and an actionable roadmap for scaling revenue, all within four months.
Speak with our team about how we can support your portfolio
PE firms bring us in to address these challenges
Due Diligence
Get concise insights into a company’s growth performance and future potential.
Prep for Sale
Build the right marketing action plan in the first 100 days post acquisition.
Fractional CMO
Accelerate demand with the right marketing strategy and roadmap for execution.
Scaling M&A
Quickly integrate marketing operations of new acquisitions into your platform company.
How we've supported other PE firms
“We pull the How To SaaS team into our portfolio companies where demand gen is core to our investment thesis.”
Michael Libert
SVP, TA Associates
Annual Revenue: $800M+
- 200% increase in Closed Won Bookings from Marketing
- 45% decrease in cost per opportunity
- 17% increase in organic traffic
Learn how we can help your portfolio companies generate better returns
Featured resources
The Ultimate Marketing Due Diligence Checklist for Acquisition
See how marketing due diligence impacts the first 100 days, plus a checklist of essential items to review.
Private Equity Value Creation Podcast
Listen in to how leading private equity firms are employing innovative approaches to drive sustainable growth.
The New Approach That Helped a PE Firm Scale Portfolio Company Growth
Learn about a PE firm's experience of scaling a SaaS company with marketing, from the challenges to results.