SFMA handles this as Bay Area marketing agency work: define the buyer, fix the page or campaign path, and make the offer clear enough for qualified leads to take the next step.
Tuesday morning, 7:14 AM. The annual partner offsite is in six weeks. The portfolio operations memo needs a marketing pattern read across all twelve portcos. No single CMO has that view. Your fund does not have a portfolio CMO seat.
Built for VC fund (5+ portcos), PE-backed mid-market platform with 3+ operating units, or family office with portfolio operations. Applies to Fund principals, platform operators, family office portfolio officers, and similar fund-level buyers needing portfolio marketing strategy capacity.
Multi-Client Portfolio Engagement is a Bay Area specialist engagement priced at $500,000-$1,000,000/year. Format: 12-month commitment, milestone-billed. Deliverable: Cross-portfolio strategic plus per-company support across 5+ named portcos, plus annual fund-level review document. Built for VC fund (5+ portcos), PE-backed mid-market platform with 3+ operating units, or family office with portfolio operations. Reached through ICP pages, problem pages, and referrals when the buyer has matched their situation to the offer. Each engagement is fixed-scope at the start and cannot drift mid-engagement.
A Bay Area Series A-focused VC fund engaged Multi-Client Portfolio Engagement with 8 named portcos. The Q3 cross-portfolio pattern read identified the same Series-A-to-Series-B positioning collapse across 4 portcos. Three of the four shifted positioning within the quarter. The annual fund-level review showed measurable acceleration in two follow-on conversations the GP attributed directly to the Multi-Client Portfolio Engagement work.
VC Portfolio Retainer is quarterly billing for 3-5 portcos at $25,000-$50,000/quarter. Multi-Client Portfolio Engagement is annual billing for 5+ portcos at $500K-$1M/year with deeper per-portco intervention plus an annual fund-level review document. VC Portfolio Retainer fits seed and Series A funds; Multi-Client Portfolio Engagement fits growth-stage VC funds, PE platforms, and family offices.
Cross-portfolio marketing pattern read (the patterns you cannot see from inside any one portco), top 3 risks and top 3 opportunities by portco, recommended sequencing across the portfolio, succession planning where portcos are scaling toward in-house CMO hires. Written for the LP-facing partner conversation.
Cross-portfolio pattern compounding takes a year to show a useful pattern. Quarterly engagements produce per-portco signal but not portfolio-level signal. The 12-month cadence aligns to fund operating cycles and produces the year-long cross-portco view the principal needs.
Yes, separately. Per-portco fractional CMO seats are scoped and contracted by the portco's CEO directly with the partner's approval. Multi-Client Portfolio Engagement covers portfolio marketing strategy capacity; embedded leadership is a separate engagement.
We do not engage with two competing funds in the same vertical category simultaneously. When Multi-Client Portfolio Engagement is active with a fund, we decline overlapping fund-level engagements. Per-portco Strategic Intervention or Full Marketing Review work for non-portfolio operators in the same category remains permitted under standard advisory practice.
The annual fund-level review document supports the partner's LP communication. We do not write LP-facing copy directly; the partner adapts the review for their LP context.
Synchronous. Quarterly 90-minute partner briefing call covering the cross-portfolio read. Followed by the written briefing document for the partner's internal use.
Use this page when the service question is no longer abstract: Cross-portfolio marketing pattern recognition across five-plus portcos, one annual fund-level review.
Decide what the service has to produce for the buyer, what proof is missing, and what scope should come before execution.
Use the partnership when the team needs recurring senior marketing judgment after the first strategy review.
Quarterly Strategy Partnership →Multi-Client Portfolio Engagement · $500,000-$1,000,000/year · 12-month commitment, milestone-billed. Bay Area engagement, fixed-scope at intake.
Begin the Multi-Client Portfolio engagement Multi-Client Portfolio → See all eight SF tiersRequest this scope
This form goes to the same intake queue as the contact page, with this page already attached. Name the problem, the company, and the decision you need to make.