ThetaMark’s GTM Focused Due Diligence Methodology
Gather 80% of the insights at a fraction of the cost compared to other growth focused commercial due diligence providers.
Mitigate your risks and ensure alignment with your investment thesis before deploying capital.
GTM Red Flag Report
An efficient and cost effective method to identify issues that would cause you to walk away, renegotiate terms, or find ways to mitigate risks.
GTM Maturity Assessment
A comprehensive analysis of GTM, strategy, operations, growth opportunities & team analysis across 8 capabilities of profitable growth.
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
Our Commitment
To Your Success
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Rapid turnaround times to shape your investment thesis in real time
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Uncover red flags in market position, growth, and operations before deploying capital
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Investigate behind the obvious facts to uncover the truth
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Employ a nuanced but comprehensive and rigorous data-driven approach
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Successfully focus on growth levers to avoid wasted time and resources
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Build a 12 Month Roadmap and 90 Day Growth Plan for post acquisition integration
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.
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.
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.
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
Industries We Are Passionate About
Agentic AI & ML
We are leading cutting-edge and innovative technology companies to navigate the rapidly changing landscape.
Security
We are helping protect private data and neutralize threats in the face of constant change and risks.
Finance & Fintech
We are advocating for a world financial system where free individuals can accumulate wealth.
Edtech
We are building systems to help improve experiential learning and bring world-class education to every nation.
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.