PE portfolio marketing health scorecard

Assess the marketing health of a portfolio company in three minutes.

A structured diagnostic for PE partners and investors. Rate five dimensions of marketing commerciality and get an overall risk score, a dimension-by-dimension breakdown, and a recommended intervention.

5 questions · 3 minutes · No email required

Pipeline contribution

Does marketing generate measurable pipeline, or primarily content and activity?

Select a rating

Positioning and messaging

Is the value proposition clear, documented, and used consistently across the company?

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Marketing and sales alignment

Do the two functions share a lead definition, a pipeline view, and a working feedback loop?

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Marketing leadership

Is there CMO-level capability in the seat, or a gap in strategic direction?

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Systems and scalability

Are there documented processes that survive personnel changes and support team growth?

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Results

Rate all five dimensions to see your results.