Prepared for Edison Partners

A Portfolio-Wide Growth Marketing System for Edison Edge

We studied Edison Partners, the Edison Edge platform, your 43 active portfolio companies, and the Go to Market Center of Excellence. Then we built the growth marketing system that is missing.

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7
Portfolio Gaps Found
5
Campaign Angles
5
Done-for-You Solutions
90
Day Sprint Blueprint
15
Diligence Questions
Everything We Built for Edison Partners
Analysis

01. Portfolio Bottleneck Analysis

7 gaps between Edison Edge's strategic advisory and actual marketing execution across your portfolio. Each gap has a cost. Each gap has a fix.

Strategy

02. Campaign Angles

5 positioning angles for how Edison can turn growth marketing into a competitive moat. From portfolio playbooks to cross-company revenue networks.

Execution

03. 90-Day Growth Sprint

The exact 90-day plan we would execute for every new Edison portfolio company. Audit, build, launch, hand off. Repeatable across the entire portfolio.

Diligence

04. Marketing Due Diligence

A 15-point pre-investment marketing audit framework. Score a target company's marketing health before the check clears. Identifies founder dependency risk.

Content

05. Founder Attraction Engine

A content and distribution plan to attract high-quality founders to Edison before they start fundraising. LinkedIn, newsletter, gated content, paid campaigns.

Network

06. Cross-Portfolio Marketing

A framework connecting 43 portfolio companies into a shared marketing ecosystem. Co-marketing, shared benchmarks, referral frameworks, and joint events.

7 Gaps Between Edison Edge and Portfolio Growth
1

No Scalable Growth Marketing Execution

Go to Market advisory is strong. But advisory is not execution. Portfolio companies get strategy. They need someone to build the landing pages, run the ads, write the email sequences, and set up the attribution. 43 companies. All building from scratch.

2

Every Company Reinvents the Wheel

276 investments since 1986. Decades of data on what marketing works for $10-40M B2B SaaS companies. None of it captured in a shared playbook. The Fintech company in year one makes the same mistakes the Healthcare IT company made two years ago.

3

No Marketing Due Diligence Pre-Investment

Revenue, growth rate, TAM, team quality all get scrutinized. Marketing infrastructure does not. How dependent is growth on founder-led sales? What happens to pipeline when the founder shifts focus post-investment? These questions should be answered before the check clears.

4

Content Showcases Edison, Not Portfolio Results

The blog and newsletter cover fund news and team promotions. Missing: case studies showing how Edison Edge helped a portfolio company 3x their pipeline. The best founders choose investors based on demonstrated operational impact. Edison has the results. They are just invisible.

5

No Paid Acquisition for Deal Flow

Edison relies on network and reputation for deal flow. The best deals increasingly go to firms that build relationships with founders 6-12 months before they raise. LinkedIn ads targeting SaaS founders in target verticals would capture attention early.

6

No Structured Marketing Onboarding Post-Investment

Governance, financial reporting, and leadership get a defined post-investment playbook. Marketing does not. The first 90 days post-investment are critical. Without a structured marketing build, the growth curve flattens before it starts.

7

No Cross-Portfolio Marketing Network

43 companies spanning Fintech, Healthcare IT, Enterprise SaaS, and Marketplace. Overlapping buyer personas. Zero shared audiences. Zero co-marketing. Zero cross-referrals. That is millions in untapped pipeline sitting inside the portfolio.

5 Ways to Turn Growth Marketing Into a Competitive Moat
Execution

Angle 1: The Growth Marketing Multiplier

"What if every dollar Edison invests came with a marketing engine already built?" A done-for-you growth marketing partner embedded in Edison Edge. Every new investment starts with pipeline infrastructure on day one. Not month six.

Intelligence

Angle 2: The Portfolio Playbook

"Edison has backed 276 companies. How many built the same marketing funnel from scratch?" A shared playbook built from what actually works across the portfolio. Landing page templates. Email sequences. Ad frameworks. Each company customized. Foundation shared.

Deal Flow

Angle 3: The Founder Attraction Engine

"The best founders choose their investors. Are you in the conversation 6 months before they raise?" Content, distribution, and systematic founder engagement that builds the relationship before the formal process begins.

Operations

Angle 4: The 90-Day Sprint

"The first 90 days post-investment determine the growth trajectory for the next 3 years." A standardized marketing build for every new portfolio company. Audit, build, launch, hand off. By month 3, every Edison company has a functioning growth engine.

Revenue

Angle 5: The Cross-Portfolio Revenue Play

"43 portfolio companies. Overlapping buyer personas. Zero cross-marketing." A marketing network that connects portfolio company audiences. Joint webinars. Co-branded content. Referral frameworks. Revenue no single company could create alone.

The Exact Plan for Every New Portfolio Company
1

Phase 1: Audit & Strategy (Days 1-30)

Full marketing audit: website, paid channels, organic, email, SEO, competitive landscape. Funnel mapping. ICP validation with sales team data. Strategy document with prioritized roadmap and projected impact.

2

Phase 2: Build & Launch (Days 31-60)

Build landing pages (demo, lead magnet, event). Build email sequences (welcome, demo follow-up, re-engagement). Build ad campaigns (LinkedIn primary, Meta secondary). Launch with full tracking and attribution.

3

Phase 3: Optimize & Hand Off (Days 61-90)

Performance analysis and first optimization cycle. A/B tests on highest-impact pages and ads. Full documentation and recorded walkthroughs. Handoff meeting with CEO, VP Marketing, and Edison Operating Partner.

15-Point Pre-Investment Marketing Audit
Founder Dependency

What % of pipeline comes from founder-led sales vs. marketing?

Blended CAC

What is the cost to acquire a customer across all channels?

Website Conversion

What is the visitor-to-lead conversion rate?

Email Audience

How many active subscribers and what is engagement?

Paid Channels

Which channels are running and what is the ROAS?

ICP Documentation

Is there a documented ideal customer profile and buyer persona?

Demo-to-Close Rate

What is the conversion from demo to signed deal?

Content Cadence

How many pieces published per month?

SEO Foundation

Domain authority and organic search traffic?

CRM Health

Clean data with pipeline visibility?

Martech Stack

What marketing technology is in place?

Attribution

First-touch to closed-deal tracking in place?

Sales Cycle

What is the average time from first touch to close?

Churn by Channel

Does churn correlate with acquisition source?

Scalability

What breaks if marketing budget doubles tomorrow?

Connecting 43 Companies Into a Shared Growth Engine
Tier 1

Shared Intelligence

Monthly marketing leaders roundtable. Anonymized benchmarking data across the portfolio: CAC, conversion rates, channel performance by vertical. Slack community for real-time sharing.

Tier 2

Co-Marketing Programs

Joint webinars between complementary portfolio companies. Co-branded content targeting overlapping buyer personas. Shared event sponsorships at industry conferences.

Tier 3

Referral Framework

Warm introductions between non-competing portfolio companies. Revenue share model for qualified referrals. CRM integration for tracking cross-portfolio pipeline.

Want to Walk Through This Together?

Everything on this page is yours. If you want us to pilot this with 3-5 portfolio companies and prove the model, let's talk.

Book a 15-Minute Call
No commitment. No pitch deck. We walk through the system and figure out if it makes sense.