Investor Dividend Assurance
Marketing & Due Diligence Services for Your Portfolio
Spend less time working through the due diligence process and more time and resources accelerating that needle in the haystack we find for you. With our SoCap Scorecard we assist in evaluating brands’ marketing, social and human capital to provide you with key indicators, assets and red flags to consider before pulling the trigger on a merger or acquisition investment.
Once you go through with that investment, we then act as your Agency of Record and/or consult with you to ensure the proper marketing resources and strategy are in place to scale your portfolio of brands. We leverage our network of strategic partners to fill any gaps and quarterback the whole implementation for a seamless and consistent operation. Tracking the data externally as the consumer base and revenues grow, as well internally through the workforce, we establish KPIs and track the results over time. Atop shocking returns, we take that data and share the story of how through increased market penetration and growth in conjunction with less overhead of recruiting, training and churn, the business is more valuable, and hence positioned for a larger multiplier upon exit to the next private equity or venture capital firm.
If we’re not directly involved in the execution, we’re able to consult from the ‘sidelines’ and oversee the existing agency, partners or resources as what we like to call, a ‘marketing insurance policy’. From budget allocation, paid media and conversion rates, we report directly to the company’s board about progress, strategic moves and positioning to disrupt industry benchmarks.
Not sold yet? Check out where we thrive, and let’s have a conversation.