For Investors

TRELLISWORK FOR PRIVATE EQUITY

GTM Systems That Drive Portfolio Value

Build documented, repeatable GTM systems that protect margins
and increase exit multiples.

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The Problem

Stop Reinventing the Same Broken Wheel

Each portfolio company hires its own marketers, picks its own tools, makes its own mistakes. You're funding the same learning curve five times over — and none of them end up with the documented GTM systems buyers expect at exit.

Every Portco Builds Its Own Expensive Stack

Each company hires its own marketers, buys its own tools, builds its own playbook from scratch. You're funding five separate marketing teams to learn the same lessons.

The Ones That Don't Spend Just Flounder

Portfolio companies that underinvest in marketing end up with inconsistent campaigns, no system documentation, and missed growth targets across the board.

Exit Valuation Gap

Buyers discount businesses without documented GTM systems. That gap costs you multiple points on valuation.

The Solution

One Proven System. Deploy It Across the Portfolio.

Instead of each portco figuring out marketing on its own, deploy a documented, repeatable GTM system that works. Same framework, same discipline, tailored to each business. Your team executes it. Buyers value it at exit.

✓ Deploy a consistent GTM framework across portfolio companies
✓ Replace or augment internal headcount at each portco
✓ Build documented systems that increase exit valuations
✓ Fractional CMO expertise without full-time overhead

Fund Phase Alignment

We Match Your Timeline

Different fund phases demand different priorities. We scale our service to match what matters at each stage.

Phase 0

Revenue Engine Due Diligence

Pre-Investment

$25,000

Understand how the business generates revenue today. We evaluate the repeatable GTM motions, assess the maturity of the revenue engine, and identify where the gaps are. This gives you a clear picture of what GTM transformation needs to happen on day one if the deal closes.

Deliverables

GTM Readiness Assessment
Current state evaluation
Cost-saving opportunities identified
Foundation for Phase 1 execution

Assess the opportunity
before you commit.

Build the engine.
Launch in 90 days.

Phase 1

Transform

Q1 Post-Close (3 months)

$60,000 – $120,000

Price depends on the current GTM state of each company.

Build the GTM system and launch the engine. First campaign launched, content engine established, channels activated. Repeatable operations with discipline and accountability from day one.

Deliverables

GTM activation strategy
First campaign launched
Hubspot & CRM optimized
Content engine established
Channels activated

Phase 2: Accelerate

Choose Your Path Forward

After transformation, pick the engagement model that fits your portfolio company.

Solo

$0/mo

Post-engagement

Run the system with the team you have. We hand you the keys. You execute independently. We're available for advisory support when you need it.

Included in Every Engagement

Documented systems and processes that deliver value at exit

Less overhead than internal teams and vendor management

Strategic GTM advisory and guidance throughout the engagement