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.
Friday morning, 9:32 AM. The Monday partner meeting includes a portfolio review. Three of your portcos are below plan on marketing-driven pipeline. You don't have a fractional CMO to send. You don't want to send four.
Built for Seed, Series A, or growth-stage VC firm partner buying portfolio marketing strategy capacity. Applies to Platform partners, portfolio operations leads, VP of Platform, fund principals overseeing portfolio operations, and similar fund-level marketing oversight buyers.
VC Portfolio Retainer is a Bay Area specialist engagement priced at $25,000-$50,000/quarter. Format: Quarterly billing aligned to fund operations. Deliverable: 60-90 minutes per portco per month plus quarterly VC partner briefing document. Built for Seed, Series A, or growth-stage VC firm partner buying portfolio marketing strategy capacity. 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 fund engaged VC Portfolio Retainer with four portcos showing flat pipeline. The quarterly briefing identified the same positioning failure across three portcos: ICP defined too narrowly at Series A, leaving 60% of the addressable market unaddressed. Two of three portcos shifted positioning within the next quarter. Both reported pipeline acceleration in the following partner meeting.
VC fund operating cadence is quarterly. Partner meetings, LP reporting, and fund operating reviews all align to quarter close. Quarterly billing matches the fund's read-out rhythm, and 90 days is the minimum window where cross-portco pattern recognition becomes legible.
The partner selects. We recommend including portcos with marketing strategy capacity gaps rather than portcos that already have strong CMOs (where VC Portfolio Retainer adds less advantage). Portco list refreshes at quarter close if needed.
Yes. The partner briefing is the fund's internal document. We do not share portco-level details across funds. Cross-portco pattern recognition stays anonymized in any external publication.
Yes, separately. VC Portfolio Retainer covers portfolio marketing strategy capacity. If a single portco needs embedded leadership, that is a separate Fractional CMO engagement at $15,000-$20,000/month. The partner approves the upgrade and the portco's CEO contracts directly.
We work only on portfolio marketing review and pattern recognition, not on revenue-attributable execution. We do not share portco strategic detail across the partner's own fund (only pattern signal). Outside the fund, we maintain confidentiality per standard advisory practice.
No. The partner briefing is internal. LP-facing material is the partner's responsibility. We can provide pattern signal that supports the partner's LP communication, but we do not write LP-facing copy under VC Portfolio Retainer.
The quarterly partner briefing names this directly. If a portco's marketing strategy capacity gap persists, the briefing recommends path correction: Fractional CMO embedded engagement, internal CMO hire, vendor change, or strategic pivot. The marketing review does not pretend success that did not happen.
Use this page when the service question is no longer abstract: Senior marketing strategy capacity across three to five portcos, one quarterly partner briefing.
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 →VC Portfolio Retainer · $25,000-$50,000/quarter · Quarterly billing aligned to fund operations. Bay Area engagement, fixed-scope at intake.
Begin VC Portfolio Retainer VC Portfolio Retainer → 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.