Portfolio acquisition allocation review
Decide what to fund, what to test, and what needs better evidence.
Who it is for
Investors and operating partners reviewing acquisition initiatives across up to 3 portfolio companies.
What we deliver
- Review of up to 3 companies, one primary market per company, and 4 stakeholder interviews
- Inventory of existing SEO, AEO/GEO, paid media, content, and measurement initiatives
- Source-labeled budget and contribution scenarios with low/high assumptions and evidence gaps
- An initiative register with owners, capped test budgets, dependencies, and readout dates
- Prioritized 90-day allocation memo and one 90-minute investment committee readout
What we need from you
- Approved company access or exports, acquisition costs, margin assumptions, current budgets, and decision owners
What is outside the scope
- Financial investment advice, valuation, production implementation, ad spend, and guaranteed returns
Acceptance & revisions
Initiative register, scenario assumptions, allocation memo, and readout delivered.
One consolidated memo revision within 7 days.