Digital Quality of Growth
Test the quality and durability of digital growth across portfolio companies.
Separate verified savings from growth risk before the investment case, 100-day plan or portfolio review relies on reported marketing performance.
Portfolio review · 100-day review · Pre-deal diligence
Investor use case
The same four control areas, applied across a portfolio or transaction.
Reported CAC, customer growth and organic demand can look stronger before traffic quality, customer economics, scalability and external dependencies are separated.
Four areas
The same four areas, applied to underwriting and portfolio decisions.
The review can be scoped across one company, several portfolio companies or a live transaction.
Marketing Performance
Are historical growth, CAC and customer economics real, durable and capable of supporting further investment?
Explore Marketing PerformanceMeasurement
Can the buyer trust the definitions, customer counts and optimisation signals behind the reported numbers?
Explore MeasurementAgencies
Does growth depend on an agency mandate, setup or capability that may change under new ownership?
Explore AgenciesVendors & Partners
Which external dependencies, economics and partner relationships affect the quality and durability of growth?
Explore Vendors & PartnersInvestor output
Savings, exposure and priorities are not reported as the same thing.
The output distinguishes directly verified cost opportunities from demand or revenue risk that must be modelled and qualified.
- Verified savings
- Cost reduction or margin opportunity where the future saving can be directly observed.
- Growth risk
- Revenue, demand or acquisition assumptions that look less durable once the evidence is separated.
- 100-day priorities
- Actions for spend, suppliers, brand demand, measurement or customer economics after close.
- Renewal decisions
- Agency, vendor and channel decisions that should be handled before the next commitment.
- Diligence assumptions
- Claims that need deeper evidence before the investment case relies on them.
Transaction and portfolio findings
Findings that changed the growth story.
- The traffic story did not survive a channel-level review.A potential e-commerce acquisition was presented with a substantial non-paid traffic base. Channel-level review showed far less generic acquisition strength.View finding
- Demand value, not revenue history, drove the valuation.A potential e-commerce acquisition was valued against transferable demand and realistic monetisation, not headline traffic or seller narrative.View finding
- Search opportunity was not the same as investment value.The company already held meaningful organic visibility across several mature markets, so the remaining SEO opportunity had to be valued market by market.View finding
Selected findings from our work. Client details anonymised.
See what we foundEngagement modes
Match the review to the investment decision.
Portfolio review
Screen recurring unsupported spend and value loss across several portfolio companies and rank where value is most actionable.
100-day review
Translate findings into post-close priorities, baselines and owner-ready actions.
Pre-deal diligence
Test the marketing and digital growth assumptions before they are underwritten.
Discuss a transaction
Start with the growth assumptions you need confidence in.
A confidential conversation with the partner who would lead the work: the transaction, the digital exposure of the target, the questions that matter to the investment case and the evidence likely to be available.