For Private Equity
Know what your portfolio’s marketing data actually says
From pre-close diligence to post-acquisition growth, we give PE firms and their portfolio companies an honest, actionable picture of their analytics.
The challenge
Portfolio companies are rarely acquired with clean analytics. Marketing performance numbers that looked solid during diligence often turn out to be built on tracking that’s partially broken, poorly configured, or simply measuring the wrong things. Agencies and internal analysts frequently don’t understand the underlying implementation details — and the decisions that seem fine at launch quietly create reporting problems months later. By the time question marks start appearing in the dashboards, the operating team is already making decisions on compromised data.
- Portfolio companies have inconsistent analytics setups that make cross-company comparison unreliable
- Marketing performance claims made during diligence can't always be verified after close
- Agencies and internal analysts often lack the implementation depth to prevent configuration problems before they develop
- Reporting anomalies and data gaps surface slowly — and take months to resolve without specialists
- Scaling a portfolio company's marketing requires a measurement foundation that frequently doesn't exist yet
How we work with PE firms
Due diligence analytics assessment
Before or after close, we audit a target company's full analytics environment and tell you which marketing claims are supported by clean data — and which aren't. You go into the operating phase knowing exactly what you're working with.
Post-acquisition data cleanup
We fix the critical analytics issues that are distorting reported performance, giving your operating team a reliable measurement foundation to build from — quickly, on a fixed price and timeline.
Proven implementation standards
We apply best practices developed across years of implementations — like maintaining separate GTM containers for separate web platforms or marketing teams, and structuring Google Analytics so each brand can report on its own performance while also rolling up into a consolidated property for portfolio-wide trends. Whether you're managing independently-operated acquisitions or consolidating brands under one umbrella, we know how to arrange the accounts so both views are always available.
Account migration and restructuring
Reorganizing Google Ads, Google Tag Manager, and Google Analytics accounts across multiple brands is complex work with real risk if it's not managed carefully. We've done it many times. We understand the sequencing, the dependencies, and the places where things commonly go wrong — which means migrations that could take months of painful back-and-forth get handled efficiently, without disrupting the reporting your teams depend on in the meantime.
Portfolio-wide standardization
For firms managing multiple companies, we establish consistent analytics standards across the portfolio — making cross-company benchmarking, performance comparison, and consolidated reporting possible.
Ongoing analytics support
As portfolio companies grow their marketing programs, we provide the analytics infrastructure and oversight those programs depend on — at a fraction of the cost of in-house hiring, and with the depth that an in-house hire rarely brings.
The question marks in your portfolio’s reporting aren’t inevitable — they’re solvable
Tell us about your situation and we’ll tell you what it takes to resolve them.