Investor Corner

As a shareholder, angel, VC, original founder, board member or private equity firm you have to strike a balance between encouragement, support and taking "initiative" when helping your portfolio members. Marketing can be a challenging topic. 

Our programs, and coaching offerings, are very suited for a "gentle but firm", inspiring approach. Our model lets us focus on making your portfolio company team successful without them feeling we are trying to compete for their team members jobs.

Our goal is to let your team and marketing leaders grow so we can wrap up our work and move on to the next company that can benefit from our help.

 

Packages

 

  • Check-up - $5,000

A quick assessment to review the "state of marketing" of your SaaS Investment.

  • Report with "grades" and improvement opportunities across 20+ check points
    (brand, positioning, demand gen, analytics, retention, nurture etc.)

  • Quick Team assessment (skills and attitudes vs. typical needs)

  • Recommended next steps, including cost estimates and resource plan

  • Team burden: Approximately 1-2 days of interviews, and sharing the results

 

  • planNing workshop - $7,500

A workshop with the company leadership team to develop a joined marketing plan.

  • Interviews with all leadership team members to review the state, and expectations from the marketing function

  • One day workshop with the Leadership team to develop the plan together

  • Recommended next steps, including cost estimates and resources plan

  • Team burden: Approximately 1-2 days of interviews, and a one day workshop

 

  • Check-in + workshop = Plan - $10,000

While it can be a big time commitment to do them both at once, we have seen the combination of the Check-in and Planning workshop to have the biggest impart.

  • Interviews with all leadership team members to review the state, and expectations from the marketing function

  • Report with "grades" and improvement opportunities across 20+ check points
    (brand, positioning, demand gen, analytics, retention, nurture etc.)

  • Quick Team assessment (skills and attitudes vs. typical needs)

  • One day workshop with the Leadership team to develop the plan together

  • Recommended next steps, including cost estimates and resources plan

  • Team burden: Approximately 2-3 days of interviews and a one day workshop

All packages include a report back to the Investors as well.

 

Feel free to reach out to us in confidence and discuss any needs that you see in your portfolio companies. Since our approach is always to enable and teach, with a transparent objective to make ourselves obsolete, you should feel very comfortable introducing us for a conversation with the leadership of your portfolio companies.