Advisory

Portfolio Marketing Audit (capital partner edition)

Marketing audit across all brands in a capital partner's portfolio. 4 weeks.

What it is

Four-week structured marketing audit covering every brand in a capital partner's portfolio (typically 4–12 brands). Per-brand: positioning health, marketing-stack inventory, content-engine quality, customer-acquisition channel mix, lead-funnel health, brand-voice consistency. Cross-portfolio: shared infra opportunities, cross-promo plays, agent-stack ROI estimate.

What you get

• Per-brand marketing scorecard (1–10 across 7 dimensions, ~3 pages each)
• Cross-portfolio synthesis (15–20 pages): shared opportunities, gaps, recommended interventions
• Cognitia OS deployment plan if applicable: which brands would benefit most, expected ROI per brand
• Capital efficiency analysis: $ saved if Cognitia OS replaced per-brand marketing teams across the portfolio
• 60-minute board / partner presentation of findings

Pricing

$25,000 fixed-fee for portfolios of 4–6 brands; $40,000 for 7–12 brands; custom for 13+. 4 weeks from kickoff.

Fit profile

Family offices, micro-PE firms, holdco operators with 4+ B2B/services brands in portfolio. Capital partners evaluating an AI-augmented operating thesis.

Not for

Single-brand operators (use the Agentic Marketing Audit instead). VC firms with consumer-only portfolios — different operating model.

Common questions

Does this commit me to using Cognitia OS or Demandara?

No. The audit ends with recommendations; choosing to engage Cognitia OS or Demandara afterward is fully optional. We will tell you when the answer is 'do nothing' or 'hire in-house instead'.

Can portfolio companies opt out of the audit?

Yes — we work with the capital partner on which brands to include. Typical engagement covers 4–6 of the highest-priority brands per audit.