Marketing Due Diligence for Private Equity & Investors

In many transactions, financial, legal and operational due diligence is thorough.

Marketing rarely is. Yet post-deal, it is often marketing performance that determines whether the growth case holds.

‍

Marketing Due Diligence is commissioned when investors need to validate:

‍

• Whether growth projections are realistic
• If go-to-market capability can actually deliver
• Whether customer demand is proven or assumed
• If marketing leadership, systems and execution are fit for scale
• How much commercial risk sits beneath the headline numbers

At this stage, assumptions are dangerous. Independent evidence is required.

‍

You receive a clear, commercially interpreted view of marketing risk and growth integrity, covering:

‍

✅ Market positioning and competitive reality

✅ Customer demand strength and concentration risk

✅ Go-to-market strategy credibility

✅ Marketing leadership, team and execution capability

✅ Pipeline quality, lead generation reliability and conversion integrity

✅ Data, reporting and revenue visibility

✅ Scalability of current marketing engine

‍

This is not a channel audit. This is investment-grade marketing risk validation.

VCMO's Marketing Due Diligence enables you to:

‍

• Validate or challenge revenue projections
• Surface hidden commercial risk
• Identify execution gaps that will suppress post-deal growth
• Quantify upside potential versus delivery fragility
• Protect enterprise value before, during and after the transaction

Most commonly commissioned during:

‍

• Pre-investment due diligence
• Bolt-on acquisition assessment
• Vendor due diligence ahead of exit
• Post-acquisition 100-day planning
• Portfolio turnaround situations

Each engagement is scoped to deal context but typically includes:

‍

✅ Market & Competitive Positioning

✅ GTM Strategy & Demand Engine Integrity

✅ Leadership & Team Capability

✅ Systems, Data & Revenue Visibility

✅ Scalability of Current Growth Model

✅ Marketing Spend Efficiency & Risk Exposure

‍

Findings are delivered in a board-ready, decision-support format.

• Delivered by Chartered (CIM), Fellow-level marketing leaders
• Independent — no execution, media or agency bias
• Board & investor-grade commercial interpretation
• Deep understanding of post-deal execution realities
• Designed to inform investment decisions, not marketing tactics

Marketing Due Diligence is scoped to:

‍

1. Deal size
2. Commercial complexity
3. Growth ambition
4. Time sensitivity

‍

Indicative ranges:

‍

• Focused Marketing Due Diligence: from £10,000 +VAT
• Full GTM & Growth Due Diligence: £20,000–£40,000+VAT

Note: Final fee confirmed post-scoping. A clear Statement of Work is confirmed before any engagement begins, giving you certainty on cost and outcomes.

Without proper marketing due diligence, investors often face:

‍

❌ Overstated pipeline confidence

❌ Mispriced growth potential

❌ Hidden customer concentration risk

❌ Underpowered go-to-market engines

❌ Leadership gaps discovered only after completion

❌ Delayed post-deal traction

‍

The cost of uncovering these issues after the transaction is always higher.