The Private Equity Growth Process for B2B SaaS
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Unlock Scalability & Maximize Your Portfolio's IRR in 12 Months
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Accelerate Portco Growth by 26% with Value Creation Strategies
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Optimize Customer Journeys For Marketing, Sales, Product & CS
Why Partner with ThetaMark?
Private Equity Firms Need More Than Cost Cutting and Financial Engineering — They Need Sustainable and Profitable Growth.
We help you execute proven, data-driven Go-To-Market (GTM) strategies that drive growth by optimizing the customer journey.
Led by Jeremy Epperson, a fractional Chief Growth Officer with a track record of success with 287 companies, ThetaMark is built for one thing: delivering statistically measured growth for PE-backed SaaS companies.
8 Capabilities of Profitable Growth
Assessing and building these 8 capabilities will unlock profitable growth
This is a systematic and repeatable process that has been proven to drive results across 287 companies
If your portco is underperforming on any capabilities it measurably diminishes your growth rate
ThetaMark By The Numbers
>10X ROI
On Project Retainers
+26.6%
Avg. Increase in ARR
$1.6B
Client Revenue Generated
15 Years
Proven Measurable Results
Services With Measurable Results
We partner with private equity firms to turn slow-growth SaaS companies into high-growth, high-value assets primed for an exit.
Market & Customer Research
Gain a deep understanding of the competitive landscape. Isolate the differentiation and competitive advantages that will lead to owning your product category.
Business Intelligence
Utilize customer data and analytics insights to optimize marketing and sales conversion rates. Uncover your ideal client profiles and make data-driven decisions across the company.
Customer Journey Optimization
Use the scientific method to iteratively test into better metrics across marketing, sales, product, and customer success. Be confident in results with data reporting and statistical analysis.
Fractional Chief Growth Officer
Immediate, high-impact executive support to accelerate performance and align teams. Leverage strategies and insights from the fastest growing SaaS companies on the planet.
Go-To-Market (GTM) Strategy
Develop and implement innovative data-backed GTM strategies guaranteed to drive profitable growth. Build 90-day growth plans for transparency and accountability to the board of directors.
Breakdown Silos & GTM Alignment
Align marketing, sales, product, and customer success on a unified growth roadmap. Share insights and improve workflows to unlock a culture of growth and collaboration.
Proven Results Across Industries
Proven Results Across Industries
Industries We're Passionate About
Agentic AI & ML
Security
Finance & Fintech
Edtech
We are leading cutting-edge and innovative technology companies to navigate the rapidly changing landscape.
We are helping protect private data and neutralize threats in the face of constant change and risks.
We are advocating for a world financial system where free individuals can accumulate wealth.
Legal
Martech & Adtech
Real Estate & Mortgage
Professional Services
We are digitally transforming the legal industry to modernize tools, technology, processes, and communication.
We are enabling next generation marketers to reduce wasted time, improve performance, and optimize customer experiences.
We are streamlining and democratizing the process
for home ownership and real estate investing.
We are guiding services companies into a new era of creating maximum value for clients while increasing LTV.
We are building systems to help improve experiential learning and bring world-class education to every nation.