A PE-backed company was spending €14K a month on an agency nobody could tie to revenue. Here's how an embedded operator replaced the retainer, installed investor-ready reporting, and left the team running it.
Across the portfolio, marketing was inconsistent — no shared KPIs, no visibility, and no CMO leadership the companies could afford individually. At this company, an agency was charging €14K a month for work that couldn't be connected to pipeline or revenue. The operating partner needed consistent, investor-ready GTM without hiring a full-time CMO into every business.
Phil's readFourteen thousand a month buying activity nobody could tie to revenue. That's not a marketing spend — it's an open tap.
We embedded as the CMO function — cut the agency, rebuilt the revenue engine inside the company, and installed investor-ready reporting with shared KPIs the operating partner could read across the portfolio. Then we trained the team to run it, so the capability stayed in the business rather than walking out with a vendor.
Phil's readI'm not there to become a permanent line item. I'm there to make the retainer unnecessary.
The €14K/month agency was replaced. The board has metrics it trusts, tied to pipeline and revenue. The system runs without an external retainer — key-person risk down, reporting quality up, and a GTM function the next investor can actually underwrite.
Phil's readLower key-person risk and cleaner numbers is what an operating partner is actually buying — not another retainer.
Shared KPIs across the portfolio, investor-ready reporting, and a clean handover — so the retainer stops and the capability stays in the business.
“A rare black belt in GTM strategy and operational excellence. Science- and engineer-led ventures often have a marketing blind spot — Phil knows how to find the markets, build content that becomes core IP, and execute to scale. To de-risk your GTM, a conversation with him is never a waste of time.”John Lindsay · Investor & operating advisor
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