STRATEGY TRAINING
Maximise portfolio value with a marketing audit designed for investors
A clear diagnostic audit of marketing maturity and capability, pinpointing risks and opportunities to drive growth and unlock potential across your investments.
A tool for growth
Assess marketing's role in growth delivery and identify areas of misalignment or missed opportunity.
Understand where execution gaps exist today and what capabilities need to be built.
Get a clear view of
marketing's maturity
Our framework is built on five core capabilities that drive marketing effectiveness and long-term growth. Each is underpinned by measurable performance drivers that we assess in detail. You get a benchmarked, diagnostic view of where the business stands today, where it’s underperforming and where to invest based on your growth ambitions.
Insight
Strategy
Execution
Effectiveness
Optimisation
- Market
- Competitors
- Customers
- Foundations
- Go-to-Market framework
- Brand definition
- Resources, skills and capabilities
- Strategy in practice
- Reputation management
- Sales effectiveness (B2B)
- Audience and channels
- Clarity and consistency
- Performance management
- Data-driven execution
- Performance optimisation
- Ability to scale
Insight
- Market
- Competitors
- Customers
Strategy
- Foundations
- Go-to-Market framework
- Brand definition
Execution
- Resources, skills and capabilities
- Strategy in practice
- Reputation management
- Sales effectiveness (B2B)
Effectiveness
- Audience and channels
- Clarity and consistency
- Performance management
Optimisation
- Data-driven execution
- Performance optimisation
- Ability to scale
For pre- and
post-investment scenarios
Whether you’re exploring an investment opportunity or working to improve portfolio performance, our audit provides you with the due diligence you need.
A clear picture of marketing's role in driving revenue and valuation
Insight into the scalability and maturity of current marketing capabilities
A fast, structured way to diagnose issues and unlock growth
A prioritised list of opportunities and actions with support on next steps
We tailor our audit scoring and benchmarking to align with the company’s ambition and the sophistication of its current marketing set-up, recognising that a Seed-stage business will have different needs compared to a Series B firm preparing for international scale (for example).
What the process looks like
Commercial impact
Marketing is more than messaging, it’s a lever for growth. Our clients have used the audit to:
- Increase lead-to-revenue conversion by refocusing messaging and channel strategy
- Improve sales velocity by aligning marketing with GTM and sales enablement
- Reduce marketing waste by identifying underperforming tactics and reallocating spend
In every case, the output is a focused roadmap with measurable, commercial next steps, not abstract recommendations.
Make marketing a value driver, not a blind spot
Make marketing a value driver,
not a blind spot
Marketing performance is often overlooked during due diligence, but it has a direct impact on commercial outcomes. Our process gives you and your portfolio companies the clarity and confidence to focus where it matters.
FAQs
How long does the audit take?
2–4 weeks from initial briefing to final report.
What does the report include?
A performance assessment across 4 key capabilities and 13 drivers, a benchmarked maturity score for each and a prioritised action plan.
Can you support implementation?
Yes. We regularly work alongside portfolio businesses and their investors to implement audit recommendations through fractional leadership or advisory engagements.
How do you conduct the audit?
We use a mix of desk-based review, data auditing and stakeholder interviews (across marketing, sales, leadership and product) to build a complete view.
How we add value for our clients
Success stories are best told in the words of their subjects. Here’s what some of our clients have to say about working with Open Velocity.
