Growth consulting for private equity portfolio companies
Get hands-on marketing support across your portfolio. Levered helps each company improve campaigns, websites and measurement, with reporting operating partners can compare.
Start with one company and a defined priority. Expand the work when its results and requirements are clear.
What the engagement covers
Most portcos have the same gaps: tracking that broke in a migration, ads nobody fully trusts, and no single read on pipeline. We fix measurement first, then run the channels that should move.
Operating partners get one weekly narrative per company. The portco team keeps the dashboards, tracking and playbooks after we leave.
Tracking fixed first
Pixels, conversion events, phone and CRM handoff checked before budget moves.
Paid search and pages
Campaigns and landing pages per product or location, with testing where traffic and measurement support it.
One weekly read
What changed, what it did, what is next, in language leadership uses.
Works with existing vendors
We agree who owns what, so your team and vendors are not duplicated.
Rolling it across the portfolio
Start with one portfolio company. Prove the playbook there. Then roll it to companies with the same gaps, with shared definitions so results are comparable across the fund. Plan capacity is based on active services, not a guaranteed number of companies. Agree the work and responsibilities at each company before expanding.
Who this is for
It fits
- Operating partners who want execution, not another memo.
- Portcos with paid spend and a live lead or order path.
- Funds with several companies facing the same measurement or channel gaps.
It does not fit
- A one-time commercial diligence report. That is a consulting project.
- Portcos with no budget to run anything yet.
Relevant work and results
3.8×
Monthly new-customer orders from paid search
EIS: new-customer orders linked to paid search rose from 22 to 83 across matching April–July periods, and revenue from those orders rose about 70%.
10
Cardiology practice brands
Aligned Cardio: one measurement and SEO layer across the network.
Restored
Tracking after a break
GDS Link: website tracking repaired and a demo route added on the existing site.
How it works
- 01
Agree the first priority.
Agree the business goal, responsibilities and access needed before work begins.
- 02
Check the starting point.
Review the existing campaign, website and CRM handoff. Establish measures that can be compared over time.
- 03
Implement and review.
Carry out the agreed work and report what changed, what the results support and what needs attention next.
Want this run in your accounts?
Discuss the work you need, the systems involved and how to evaluate progress.
Common questions
What does a PE growth consultant do?
Works inside the portco’s accounts to fix tracking, run paid search and pages, and report weekly to leadership. Levered pilots at one company, then rolls out.
How is this different from a strategy firm?
The output is shipped work in the accounts, not a slide deck.
Who do you work with?
Operating partners, portco CEOs and heads of revenue or marketing.
Can you work alongside our agencies?
Yes. We agree who owns each piece so nothing is done twice.
How is it priced?
Email [email protected] to scope the companies, services and responsibilities involved. Plans differ by how much work each month includes. The 14-day free trial needs a card at sign-up; terms are confirmed before work starts.
What stays with the portco after?
The tracking, dashboards and playbooks.