Marketing Budget Template
for PE Portcos
Accelerate new acquisitions or turn around underperformers with a data-driven budgeting budget that ties marketing dollars to revenue.
When a portco is missing revenue targets, it’s often a marketing budget problem. Most teams don’t know which channels are really driving pipeline and revenue, and delivering ROI.
This marketing budget template is built for PE-backed companies to give you and your portco teams visibility into:
How much money they’re spending on each marketing program and channel
Which campaigns are delivering the best return
Where to cut spend and where to double down
The company's CPL, CAC, payback period and ROI (and which campaigns exceed your acceptable CPL)
Whether you're onboarding a new acquisition or trying to fix a flatlining portco, this template helps make budgeting decisions that directly support commercial goals.
