Podcast

Diagnosing the Marketing Health of a Portfolio Company

This episode of Fractional Futures offers a CFOs perspective on how to assess the marketing health of a company.

Paul Mills
23 Feb
 
2025
February 23, 2025
 min video
23 Feb
 
2025

Fractional Futures Introduction

Fractional Futures delves into the transformative world of fractional marketing leadership, offering unique insights for CEOs, investors, and senior marketing executives. Discover how businesses can leverage fractional CMOs to grow faster and build a sustainable competitive advantage. Investors will learn how to streamline pre- and post-investment phases strategies to maximise their portfolio companies' potential, while senior marketing leaders will explore the benefits of a portfolio career and how to excel as a fractional CMO.

Hosted by industry experts, each episode features thought-provoking discussions, success stories, and practical advice, making 'Fractional Futures' an indispensable resource for those looking to navigate the evolving landscape of marketing leadership. Available on Spotify, Apple Podcasts, and more.

Episode Summary

In this episode of Fractional Futures, Paul Mills and Rob Nicholls discuss the critical role of fractional CMOs in helping portfolio companies scale and maximize enterprise value. They delve into the often-overlooked area of marketing due diligence during acquisitions, emphasizing the need for investors to assess marketing capabilities thoroughly. The conversation highlights the importance of key metrics in evaluating marketing success and the necessity for CMOs to communicate effectively with CFOs. They also explore the significance of building strong relationships between marketing and finance leaders to navigate budget requests and identify potential red flags in marketing strategies.

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Chapters

00:00 Opening Titles

00:58 Episode Introduction & Rob Nicholls

02:05 Assessing Marketing Health in Portfolio Companies

06:23 Why Growing a Business on Gut Instinct is a Red Flag

07:56 The Importance of Risk Reduction

12:02 Key Metrics for Evaluating Marketing Effectiveness

15:16 The Dangers of Vanity Metrics

16:43 Forming the CMO v CFO Alliance

20:11 Building Relationships Between CFOs and CMOs

22:53 Fewer KPIs Are Better

24:25 Navigating Budget Requests and Identifying Red Flags

29:08 Episode Summary and Close

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Fractional Futures is also available on YouTube, Deezer, Podcast Index, Podcast Addict, Player FM and other channels. Simply search 'Fractional Futures'.

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Key Takeaways

  • Investors often overlook marketing capabilities during due diligence.
  • Marketing due diligence should be a key part of acquisition processes.
  • The future potential of a business is more important than past performance.
  • Storytelling by founders can influence investor decisions.
  • CMOs need to align their metrics with revenue generation.
  • Building relationships with CFOs is crucial for CMOs.
  • Credibility with the board can facilitate budget approvals.
  • Understanding market trends is essential for identifying opportunities.
  • Too many metrics can dilute focus; keep it simple.
  • CFOs act as chief risk officers in assessing investment opportunities.

Host & Guest Information

Host - Paul Mills, CEO & Founder VCMO

Guest - Rob Nicholls, Strategic CFO & Board Advisor

About VCMO

VCMO helps SMEs and portfolio companies with the high-level marketing leadership they need to grow and succeed across the full business lifecycle. Its roster of highly accredited Fractional Chief Marketing Officers brings the expertise, strategy and execution to transform marketing potential into a competitive advantage that delivers predictable revenue and sustainable growth.

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Paul Mills
CEO & Founder
VCMO

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