For family offices, funds and their holdings
One marketing system across every holding, with one report you trust
The same instrumentation in every portfolio company, so performance is comparable across holdings and diligence on the next acquisition is a query, not a guess.
Not that? Book a portfolio diligence walkthrough · Book the free strategy consultation — always open.
What you cannot read today
Every holding runs its own thin stack, measured its own way, so the portfolio number does not exist.
Diligence on a target's marketing is a deck and a conversation.
The exit needs performance evidenced; the evidence is in five vendors' dashboards.
How the portfolio machine is deployed
One machine per holding
Consent, intent and outreach in one platform, the content machine beside it. Deployed per company, owned by the company.
The same spine everywhere
Identical tags, analytics and reports in every holding, so the numbers line up without translation.
The allocator sees across
One view over every holding. A new acquisition gets the same instrumentation, and diligence becomes comparable.
Watch the machine run
The machine runs on our own brand first: the calendar and the reports are public.
office/calendar ↗The playbook: the machine's layers and who keeps each human gate.
office/gtm-strategy/playbook ↗The consent-and-intent product every holding would run.
app.siedata.dev ↗Every receipt opens on our own office, which is public.
Your next step
The short form
The short form: the portfolio, the holdings in scope, the timing.
- Book a portfolio diligence walkthrough — Thirty minutes: the same dashboard over several companies at once, with the questions you bring.
Fair questions
Our holdings are in unrelated sectors.
The instrumentation is the same; the campaigns are not. Comparability comes from the spine, not the sector.
Portfolio companies will resist a mandate.
Each company owns its machine and its data. The allocator gets the view, not the controls.
What does diligence actually get?
The same report the holdings run, applied to the target: plan against result, from their data, with the method shown.
Comparable, holding by holding.
Not that? Book a portfolio diligence walkthrough · Book the free strategy consultation — always open.
How we work: we run every system on our own business first, then build it for you and hand it over, usually in three to four weeks. The data comes from people who said yes to hearing from you, never from a bought list. Every message on every channel tells one story, and every result is measured against it. At the end you own the whole thing: the code, the data, the reports. We do not rent you a service.