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 operating partners, family office portfolio officers, and similar fund-level buyers needing portfolio marketing diagnostic muscle.
Multi-Client Portfolio Engagement is a Bay Area Layer 2 engagement product 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. Routes through ICP funnels, problem pages, and referrals; reached when the buyer has matched their state to the tier. Each engagement is fixed-scope at the start and cannot drift mid-engagement.
A Bay Area Series A-focused VC fund engaged SF-7 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 SF-7 work.
SF-6 is quarterly billing for 3-5 portcos at $25,000-$50,000/quarter. SF-7 is annual billing for 5+ portcos at $500K-$1M/year with deeper per-portco intervention plus an annual fund-level review document. SF-6 fits seed and Series A funds; SF-7 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 read clearly. 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 read 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. SF-7 covers portfolio diagnostic capacity; embedded leadership is a separate engagement.
We do not engage with two competing funds in the same vertical category simultaneously. When SF-7 is active with a fund, we decline overlapping fund-level engagements. Per-portco SF-3 or SF-4 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.
Multi-Client Portfolio Engagement · $500,000–$1,000,000/year · 12-month commitment, milestone-billed. Bay Area engagement, fixed-scope at intake.
Begin SF-7 Multi-Client Portfolio → See all eight SF tiers