Unlock Hidden Enterprise Value Across Your Portfolio

Fast, Repeatable Marketing Upgrades for Private Equity Firms

Many portfolio companies are strong businesses held back by outdated brands, underperforming websites, and underdeveloped growth engines. Magneti helps private equity firms unlock value quickly through focused marketing upgrades that strengthen credibility, accelerate revenue, and improve exit readiness.


The Execution Gap

Where Marketing Value Is Often Left Untapped

Across many private equity portfolios, the same patterns appear repeatedly.

Companies with strong products, capable leadership, and real growth potential often operate with marketing infrastructure that hasn’t kept pace with the business.

Common issues include:

  • Brands that no longer reflect the company’s capabilities
  • Websites that fail to convert visitors into opportunities
  • Weak differentiation versus competitors
  • Limited lead generation systems
  • Digital credibility that doesn’t match operational strength

These gaps rarely prevent deals from closing.

But they quietly limit growth during the hold period and weaken buyer perception at exit.

TAP INTO REAL GROWTH POTENTIAL
Outdated Infrastructure

Marketing Gaps Suppress Enterprise Value

When marketing infrastructure remains outdated, portfolio companies often experience:

  • Slower revenue growth
  • Reduced buyer confidence during diligence
  • Weak positioning against emerging competitors
  • Lost recruiting advantages
  • Lower perceived sophistication in the market

Over the life of an investment, these issues can translate into significant lost enterprise value.

OVERHAUL YOUR MARKETING INFRASTRUCTURE
Focused Upgrades

Marketing Is One of the Fastest Value Creation Levers

Focused marketing upgrades can quickly improve how a company performs in the market.

Strategic improvements often strengthen:

  • Sales effectiveness
  • Market credibility
  • Demand generation
  • Competitive positioning
  • Buyer perception during exit

The key is targeted improvements that create value quickly without large consulting engagements or operational disruption.

Improve performance, Right from the get go
Framework

The Portfolio Marketing Value Creation Framework

Magneti developed a repeatable framework designed specifically for private equity operating teams.

The goal is simple — identify the highest-impact marketing improvements and implement them quickly across portfolio companies.

The framework focuses on four core areas:

Marketing Opportunity Identification: Evaluate brand, website, positioning, and demand generation to identify value creation opportunities.

Digital Credibility Upgrades: Modernize the company’s digital presence to support sales conversations and recruiting.

Positioning and Brand Modernization: Strengthen how the company is perceived by customers, recruits, and investors.

Exit Readiness Preparation: Ensure marketing infrastructure supports buyer confidence during diligence. To make the framework easy to deploy, Magneti offers focused entry programs designed for portfolio companies.

Entry Programs

Fast, Focused Upgrades Designed to Unlock Value

Each program is designed to be:

  • Easy to approve
  • Quick to implement
  • Focused on measurable outcomes
  • Repeatable across portfolio companies

30-Day Portfolio Marketing Assessment

Identify the fastest path to marketing-driven value creation

Most portfolio companies have untapped marketing potential. This assessment identifies the highest-impact improvements across brand, website, and lead generation.

Includes

  • Brand clarity evaluation
  • Market positioning review
  • Digital presence assessment
  • Sales enablement evaluation
  • Lead engine maturity review
  • Marketing infrastructure analysis

Best For

New acquisitions or portfolio reviews

Timeline

4 weeks

Typical Investment

$7,500 – $12,500

60-Day Website Conversion Upgrade

Modernize the company’s digital front door
A credible, conversion-focused website improves sales effectiveness, recruiting, and buyer perception.
Many portfolio companies operate with outdated websites that limit growth.

Includes

  • Messaging refinement
  • Homepage redesign
  • Key page improvements
  • Conversion optimization
  • Analytics and tracking setup

Best For

Companies with outdated or underperforming websites

Timeline

6–8 weeks

Typical Investment

$12,500 – $20,000

Exit Readiness Marketing Assessment

Strengthen positioning before going to market
Marketing maturity plays a critical role in valuation and buyer confidence.
This assessment identifies improvements that make portfolio companies easier to sell.

Includes

  • Brand clarity evaluation
  • Market positioning review
  • Digital presence assessment
  • Sales enablement evaluation
  • Lead engine maturity review
  • Marketing infrastructure analysis

Best For

Companies preparing for exit within 12–36 months

Timeline

4–6 weeks

Typical Investment

$10,000 – $15,000

Portfolio Brand Refresh Sprint

Modernize brand perception in 30 days
Many acquisitions carry outdated branding that signals stagnation.
A focused refresh improves credibility with customers, recruits, and investors.

Includes

  • Visual identity refinement
  • Color and typography system
  • Brand voice definition
  • Basic brand guidelines
  • Website and LinkedIn alignment recommendations

Best For

Newly acquired companies or legacy brands

Timeline

3–5 weeks

Typical Investment

$12,500 – $18,000

Outcomes

Built for Operating Partners and Value Creation Teams

Magneti partners with private equity firms and portfolio companies to deliver measurable marketing improvements that support growth and valuation.

Operating teams choose Magneti because we deliver:

SPEED OF EXECUTION

We’re talking real, robust primary research. Our team will invite decision-makers into the room and pick apart what makes them tick, so we can perfectly calibrate your marketing program to their pain points.

STRATEGIC CLARITY

Magneti strategies are completely custom. We combine our research insights with deep discovery of your business to ensure we’re targeting the right people with the right creative at the right time.

PRACTICAL EXECUTION

We’re all about bold outreach. We’ll whip up words and pictures that earn mindshare from your audience, resonate emotionally, and position your offer as the obvious choice.

PORTFOLIO SCALABILITY

We don’t just make sure your leads love you. We stick around to support you throughout the sales cycle, setting up seamless marketing-to-sales handoffs and creating brand champions.

Let’s talk

Request a Portfolio Marketing Opportunity Review

If you’re evaluating ways to strengthen growth and positioning across your portfolio, we can help.

During this conversation we will:

  • Review marketing maturity across your portfolio
  • Identify the fastest value creation opportunities
  • Recommend the best entry program to start with