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Unlock Portfolio Growth

Fast Turn Diligence. Centralized strategy. Flexible execution. Faster time-to-value across your portfolio.

Discovery & Audit

Expedite insights during the diligence process, audit the operations of an existing portfolio company, or look at portfolio wide marketing operations.

Blueprint & Implementation

Staffing and spend. Technology. Workflow. Creative. What do your portfolio companies need to grow and how can you do it efficiently and quickly.

Fractional Leadership

Insert our fractional leadership across functions to deliver on the plan and help your portfolio grow. We implement our hub & spoke model, leading with speed & efficiency.

Discovery & Audit

Expedite insights during the diligence process, audit the operations of an existing portfolio company, or look at portfolio wide marketing operations.

  • Competitive Landscape / Addressable Market
  • Media Audit – how are you spending + how are you tracking
  • Creative (Performance & Operational)
  • Agency Structure & Evaluation
  • People/Process/Technology Diligence
  • Dashboards/Data & reporting
  • Quick Wins / Ideation
  • Marketing Health Scorecard + 30/60/90 integration roadmap

Blueprint & Implementation

Staffing and spend. Technology. Workflow. Creative. What do your portfolio companies need to grow and how can you do it efficiently and quickly.

 

  • Product/Project Discovery, Planning & Execution
  • Agency Consolidation/RFP/Sourcing
  • Brand/Demand Framework
  • Campaign Planning & Development
  • Cross Portfolio Synergy & Efficiency
  • Media Buying & Planning
  • E-Commerce/CRO + CRM

Fractional Leadership

Implementation can be tricky. We can insert ourselves to fractional leadership roles across functions to delivery on the plan. When inserted, we bring our hub and spoke model to run fast and fierce. We put the leadership and partners in place across the entire marketing ecosystem to make things happen.

  • Brand Management & Positioning
  • Strategic Market Plan & Roadmap
  • Marketing Team Leadership & Development
  • Performance Analysis and Measurement
  • Sales & Marketing Alignment
"Working with TJ was a turning point for one of our portfolio companies. During diligence, he quickly uncovered inefficiencies in both spend and staffing that we had missed. His Hub & Spoke framework gave us a centralized way to manage marketing strategy, while letting execution remain flexible at the company level. TJ delivered exactly that. "

Chris F. - BlueTriton Brands
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