Instant, Data-Driven Marketing Due Diligence for Private Equity Investors

Instant, Data-Driven Marketing Due Diligence for Private Equity Investors

Instant, Data-Driven Marketing Due Diligence for Private Equity Investors

Instant, Data-Driven Marketing Due Diligence for Private Equity Investors

Inform investment committee decisions, maximize value creation plans and underwrite better deals by analyzing the marketing potential of target investments in seconds.

Discover the marketing potential of target acquisitions in seconds

Avoid investing in companies that lack the potential to scale revenue

Get a competitive edge with access to data and insights not publicly available

We’ve worked with SaaS businesses across a variety of industries, sizes, and funding styles including PE-backed, VC-funded, and bootstrapped, helping them navigate common business scenarios, such as acquisitions, due diligence, strategic planning and more. 

Why Investors Now See Marketing as Critical to Value Creation

Why Investors Now See Marketing as Critical to Value Creation

Why Investors Now See Marketing as Critical to Value Creation

Why Investors Now See Marketing as Critical to Value Creation

Often overlooked in the past, investors are now recognizing Marketing as a critical part of Commercial Due Diligence because it:

Makes up 10-15% of budgets, drives 20-50% of the pipeline and is essential to hitting sales projections

Drives key initiatives in value creation plans, including new logo acquisition, outbound and ABM strategies, upselling, cross-selling and influencing pricing, growth rate and profit margins

Value creation from operations has jumped from 18% in the 1980s to 47% since 2010

70% of PE firms in Europe and 30 – 40% of PE firms in the United States are outsourcing administration and portfolio management functions.

This shift is part of a broader trend. PE firms are hiring Operating Partners to both analyze target investments and grow existing portfolio companies, and leverage tools and external vendors to manage fixed costs.

Often overlooked in the past, investors are now recognizing Marketing as a critical part of Commercial Due Diligence because it:

Makes up 10-15% of budgets, drives 20-50% of the pipeline and is essential to hitting sales projections

Drives key initiatives in value creation plans, including new logo acquisition, outbound and ABM strategies, upselling, cross-selling and influencing pricing, growth rate and profit margins

Value creation from operations has jumped from 18% in the 1980s to 47% since 2010

70% of PE firms in Europe and 30 – 40% of PE firms in the United States are outsourcing administration and portfolio management functions.

This shift is part of a broader trend. PE firms are hiring Operating Partners to both analyze target investments and grow existing portfolio companies, and leverage tools and external vendors to manage fixed costs.

Make Confident Investment Decisions with Reliable Marketing Data

Make Confident Investment Decisions with Reliable Marketing Data

See the potential of target investments without having to access company systems

Access benchmarking data to evaluate company-level metrics and areas for optimization even when there isn’t the budget for a full-scale due diligence or strategy consulting engagements pre-LOI.

Get visibility into portcos with instant access to reliable marketing data

Tap into our exclusive and extensive database of benchmarks—630+ data points on key function areas—across all categories and verticals of B2B, tech and software companies. Our proprietary data, algorithm and methodology ensures each output is unique.

View reports designed by pioneers and leaders in marketing due diligence

Leverage the expertise of pioneers who built the category of Marketing Due Diligence on the foundation of diligence engagements with leading PE investors, and developed frameworks for effective Marketing Due Diligence. You can read our best-selling book Post-Acquisition Marketing on how to create enterprise value in the first 100 days.

Assess the 4 Key Factors in Marketing Due Diligence Before You Invest

Assess the 4 Key Factors in Marketing Due Diligence Before You Invest

Ensure you’re investing in companies most likely to hit revenue and growth targets by understanding and adjusting these four key components in the marketing due diligence process, and using this data at each stage of your investment process.

Ensure you’re investing in companies most likely to hit revenue and growth targets by understanding and adjusting these four key components in the marketing due diligence process, and using this data at each stage of your investment process.

Ensure you’re investing in companies most likely to hit revenue and growth targets by understanding and adjusting these four key components in the marketing due diligence process, and using this data at each stage of your investment process.

Budget
Distribution of budget across channels & programs
Team
ROI

630+ data points on key function areas

630+ data points on key function areas

630+ data points on key function areas

630+ data points on key function areas

Quickly assess if your target acquisition can grow and deliver ROI with these data points that uncover challenges, opportunities and how it compares to competitors:

Paid media spend and potential ROI

Paid media spend and potential ROI

Paid media spend and potential ROI

Organic traffic potential, spend and ROI

Organic traffic potential, spend and ROI

Organic traffic potential, spend and ROI

Competitor landscape and benchmarking

Competitor landscape and benchmarking

Competitor landscape and benchmarking

Marketing budget and program spend benchmarking

Marketing budget and program spend benchmarking

Marketing budget and program spend benchmarking

Team and org structure spend and benchmarking

Team and org structure spend and benchmarking

Team and org structure spend and benchmarking

Paid media spend, potential and ROI

Double click the image placeholders to add images. Do the same for any text, then tweak styles and publish.

Organic traffic potential, spend and ROI

Add breakpoints to your blank page, then drop sections to have them responsive out of the box.

Competitor landscape and benchmarking

Double click the image placeholders to add images. Do the same for any text, then tweak styles and publish.

Marketing budget and program spend benchmarking

Add breakpoints to your blank page, then drop sections to have them responsive out of the box.

Team and org structure spend and benchmarking

Double click the image placeholders to add images. Do the same for any text, then tweak styles and publish.

Understand how much you can scale marketing with answers to questions like:

Understand how much you can scale marketing with answers to questions like:

1

Should we scale the marketing budget up or down?

Putting our customers at the heart of everything we do, we strive to deliver exceptional experiences.

Putting our customers at the heart of everything we do, we strive to deliver exceptional experiences.

Putting our customers at the heart of everything we do, we strive to deliver exceptional experiences.

2

Which areas are underperforming or overperforming?

Putting our customers at the heart of everything we do, we strive to deliver exceptional experiences.

Putting our customers at the heart of everything we do, we strive to deliver exceptional experiences.

Putting our customers at the heart of everything we do, we strive to deliver exceptional experiences.

3

How much opportunity is sitting inside this target investment to scale marketing spend and overall pipeline / revenue?

Putting our customers at the heart of everything we do, we strive to deliver exceptional experiences.

Putting our customers at the heart of everything we do, we strive to deliver exceptional experiences.

Putting our customers at the heart of everything we do, we strive to deliver exceptional experiences.

4

What are competitors in this market doing and how does the target investment stack up against the competition?

Putting our customers at the heart of everything we do, we strive to deliver exceptional experiences.

Putting our customers at the heart of everything we do, we strive to deliver exceptional experiences.

Putting our customers at the heart of everything we do, we strive to deliver exceptional experiences.

Want to analyze a target company today?
Let us show you how.

How Inquisio is Different from Other Marketing Tools

How Inquisio is Different from Other Marketing Tools

Ensure you’re investing in companies most likely to hit revenue and growth targets by understanding and adjusting these four key components in the marketing due diligence process, and using this data at each stage of your investment process.

Ensure you’re investing in companies most likely to hit revenue and growth targets by understanding and adjusting these four key components in the marketing due diligence process, and using this data at each stage of your investment process.

Ensure you’re investing in companies most likely to hit revenue and growth targets by understanding and adjusting these four key components in the marketing due diligence process, and using this data at each stage of your investment process.

Inquisio

Other Tools (SEMrush / Ahrefs)

Built for PE firms to carry out due diligence on the marketing potential of target companies

SEO tools for marketers 

Focus on strategy 

Too tactical

Provides actionable insights on critical value creation decisions such as optimal spend, headcount, org structure, competitor analysis

Do not answer critical questions on budget and headcount

Uses a proprietary database and algorithm designed by experts that gets you accurate data

Data outputs are not always accurate and require adjustment

No data transformation required

A lot of data transformation required to help get to the answer

Visualizes data so PE investors can instantly start using the outputs as-is

Need to build internal expertise and bandwidth to do this work at scale

Pricing

Our pricing is structured to make Inquisio an essential part of the PE investment process so that you can diligence hundreds of deals a year for a fraction of the cost of engaging a services firm.

Free Trial

Try Inquisio today

$0

/30-day access

Access to :

10 reports

1 user

630+ data points

Paid media

Organic search

Competitors

Marketing budget

Team & org structure

Premium

For small firms and individual users

$1,500

/monthly

$15,000

/annual

Access to :

10 reports monthly

Unlimited users

630+ data points

Paid media

Organic search

Competitors

Marketing budget

Team & org structure

Unlimited

For teams at mid to large PE firms

$2,500

/monthly

$25,000

/annual

Access to :

Unlimited reports

Unlimited users

630+ data points

Paid media

Organic search

Competitors

Marketing budget

Team & org structure

Pricing

Our pricing is structured to make Inquisio an essential part of the PE investment process so that you can diligence hundreds of deals a year for a fraction of the cost of engaging a services firm.

Free Trial

Try Inquisio today

$0

/30-day access

Access to :

10 reports

1 user

630+ data points

Paid media

Organic search

Competitors

Marketing budget

Team & org structure

Premium

For small firms and individual users

$1,500

/monthly

$15,000

/annual

Access to :

10 reports monthly

Unlimited users

630+ data points

Paid media

Organic search

Competitors

Marketing budget

Team & org structure

Unlimited

For teams at mid to large PE firms

$2,500

/monthly

$25,000

/annual

Access to :

Unlimited reports

Unlimited users

630+ data points

Paid media

Organic search

Competitors

Marketing budget

Team & org structure

Pricing

Our pricing is structured to make Inquisio an essential part of the PE investment process so that you can diligence hundreds of deals a year for a fraction of the cost of engaging a services firm.

Free Trial

Try Inquisio today

$0

/30-day access

Access to :

10 reports

1 user

630+ data points

Paid media

Organic search

Competitors

Marketing budget

Team & org structure

Premium

For small firms and individual users

$1,500

/monthly

$15,000

/annual

Access to :

10 reports monthly

Unlimited users

630+ data points

Paid media

Organic search

Competitors

Marketing budget

Team & org structure

Unlimited

For teams at mid to large PE firms

$2,500

/monthly

$25,000

/annual

Access to :

Unlimited reports

Unlimited users

630+ data points

Paid media

Organic search

Competitors

Marketing budget

Team & org structure

Pricing

Our pricing is structured to make Inquisio an essential part of the PE investment process so that you can diligence hundreds of deals a year for a fraction of the cost of engaging a services firm.

Free Trial

Try Inquisio today

$0

/30-day access

Access to :

10 reports

1 user

630+ data points

Paid media

Organic search

Competitors

Marketing budget

Team & org structure

Premium

For small firms and individual users

$1,500

/monthly

$15,000

/annual

Access to :

10 reports monthly

Unlimited users

630+ data points

Paid media

Organic search

Competitors

Marketing budget

Team & org structure

Unlimited

For teams at mid to large PE firms

$2,500

/monthly

$25,000

/annual

Access to :

Unlimited reports

Unlimited users

630+ data points

Paid media

Organic search

Competitors

Marketing budget

Team & org structure

FAQs

Is Inquisio available to users who aren't part of private equity firms?

Anyone who is interested in the marketing performance of SaaS companies can use Inquisio. The majority of our users work at PE firms, but we also have users from other sectors, including VC firms and SaaS companies, and

What data sources does Inquisio use?

Will I need to ask the target company for information in order to use Inquisio?

Can I add a new user to an existing account?

Why should I choose Inquisio over other tools?

Is Inquisio available to users who aren't part of private equity firms?

Anyone who is interested in the marketing performance of SaaS companies can use Inquisio. The majority of our users work at PE firms, but we also have users from other sectors, including VC firms and SaaS companies, and

What data sources does Inquisio use?

Will I need to ask the target company for information in order to use Inquisio?

Can I add a new user to an existing account?

Why should I choose Inquisio over other tools?

Is Inquisio available to users who aren't part of private equity firms?

Anyone who is interested in the marketing performance of SaaS companies can use Inquisio. The majority of our users work at PE firms, but we also have users from other sectors, including VC firms and SaaS companies, and

What data sources does Inquisio use?

Will I need to ask the target company for information in order to use Inquisio?

Can I add a new user to an existing account?

Why should I choose Inquisio over other tools?

Testimonials

“How To SaaS is one of the best partners I’ve worked with. Our team is much better positioned now to further grow marketing contribution to pipeline and generation more winnable SQLs."

Mike Devine

CMO of Fortra

IT Services

$800M+


  • 200% increase in Closed Won Bookings from Marketing.

  • Scaled marketing budget by $1M.

  • 45% decrease in cost per opportunity.

  • 17% increase in organic traffic.

  • 200% increase in Closed Won Bookings from Marketing.

  • Scaled marketing budget by $1M.

  • 45% decrease in cost per opportunity.

  • 17% increase in organic traffic.

  • 200% increase in Closed Won Bookings from Marketing.

  • Scaled marketing budget by $1M.

  • 45% decrease in cost per opportunity.

  • 17% increase in organic traffic.

Ready to get started?

Instant, Data-Driven Marketing Due Diligence for Private Equity Investors

Instant, Data-Driven Marketing Due Diligence for Private Equity Investors

Instant, Data-Driven Marketing Due Diligence for Private Equity Investors

Instant, Data-Driven Marketing Due Diligence for Private Equity Investors