Instant, Data-Driven, AI-Powered Marketing Due Diligence for Private Equity Investors

Instant, Data-Driven, AI-Powered Marketing Due Diligence for Private Equity Investors

Instant, Data-Driven, AI-Powered Marketing Due Diligence for Private Equity Investors

Instant, Data-Driven, AI-Powered Marketing Due Diligence for Private Equity Investors

Inform investment committee decisions, maximize value creation plans and underwrite better deals

Discover the marketing potential of target acquisitions in seconds

Avoid investing in companies that lack the potential to scale marketing-sourced revenue

Get a competitive edge with access to data and insights not publicly available

Optimize your value creation strategy and marketing plan with a data-driven marketing report

Inquisio is a product of How To SaaS, a management consulting firm that partners with leading private equity firms and their portfolio companies to drive enterprise value through scalable, data-driven marketing.

Why Investors Now See Marketing as Critical to Value Creation

Why Investors Now See Marketing as Critical to Value Creation

Why Investors Now See Marketing as Critical to Value Creation

The current investment landscape emphasizes sustainable, profitable growth.

More investors recognize marketing as a key driver of long-term revenue success and therefore a critical part of commercial due diligence, as it:

More investors recognize marketing as a key driver of long-term revenue success and therefore a critical part of commercial due diligence, as it:

Accounts for 10-15% of budgets, influences 20-50% of the pipeline and is essential for meeting sales projections (CFO, 2023).

Accounts for 10-15% of budgets, influences 20-50% of the pipeline and is essential for meeting sales projections (CFO, 2023).

Accounts for 10-15% of budgets, influences 20-50% of the pipeline and is essential for meeting sales projections (CFO, 2023).

Drives value creation initiatives, including new logo acquisition, ABM, upselling and pricing strategies.

Drives value creation initiatives, including new logo acquisition, ABM, upselling and pricing strategies.

Drives value creation initiatives, including new logo acquisition, ABM, upselling and pricing strategies.

Directly impacts growth rate and profit margins.

Directly impacts growth rate and profit margins.

Directly impacts growth rate and profit margins.

This shift is part of a broader trend.

PE firms are hiring Operating Partners to both analyze target investments and grow existing portfolio companies, and leverage tools and external vendors to manage fixed costs. 

PE firms are hiring Operating Partners to both analyze target investments and grow existing portfolio companies, and leverage tools and external vendors to manage fixed costs. 

PE firms are hiring Operating Partners to both analyze target investments and grow existing portfolio companies, and leverage tools and external vendors to manage fixed costs. 

Value creation from operations has jumped from 18% in the 1980s to 47% since 2010 (PWC, 2024).

Value creation from operations has jumped from 18% in the 1980s to 47% since 2010 (PWC, 2024).

Value creation from operations has jumped from 18% in the 1980s to 47% since 2010 (PWC, 2024).

70% of PE firms in Europe and 30-40% of PE firms in the United States are outsourcing administration and portfolio management functions (Consero, 2025).

70% of PE firms in Europe and 30-40% of PE firms in the United States are outsourcing administration and portfolio management functions (Consero, 2025).

70% of PE firms in Europe and 30-40% of PE firms in the United States are outsourcing administration and portfolio management functions (Consero, 2025).

Make Confident Investment Decisions with Reliable Marketing Data

Assess target investments without internal access

Get benchmarking data to evaluate company metrics and optimization opportunities without the need to access company systems or the expense of a full-scale due diligence and consulting engagement pre-LOI.

Get instant visibility into portcos with 200M+ data points

Tap into our exclusive and extensive database of benchmarks across all categories and verticals of B2B, tech and software companies. Our proprietary data, algorithm and methodology ensure each output is unique.

Drive value creation plans with data-driven marketing

Use marketing data reports that give you the insights you need to plan a marketing strategy focused on driving enterprise value and scaling the business.

Get marketing reports designed by industry leaders

Leverage the expertise of industry pioneers who built the category of Marketing Due Diligence on the foundation of diligence engagements with leading PE investors.

Assess the Marketing Potential of Target Investments and Existing Portcos

Ensure you’re investing in companies most likely to hit revenue and growth targets by understanding and adjusting these four key components in the marketing due diligence process, and using this data at each stage of your investment process.

Team
Team
Team
ROI
ROI
ROI
Budget
Budget
Budget
Channels & Programs
Channels & Programs
Channels & Programs
Pre-LOI

Use Inquisio to benchmark the four key components of marketing due diligence, assess market size, and validate your investment thesis.

LOI

Use your Inquisio reports in confirmatory diligence by verifying information provided by your target investment companies.

Close + First 100 Days

Use your Inquisio reports to inform and optimize your value creation strategy with a marketing action plan designed to scale the business.

Optimize Existing Portcos
Optimize Existing Portcos

Use your Inquisio reports to ensure you're scaling and getting the most enterprise value from existing portcos.

Quickly Assess if Your Target Acquisition Can Grow and Deliver ROI

Uncover challenges, opportunities and how it compares to competitors

Marketing Budget

Marketing Budget

Marketing Budget

Assess total marketing budget allocation across programs and team, and establish benchmarks to identify growth potential.

Assess total marketing budget allocation across programs and team, and establish benchmarks to identify growth potential.

Assess total marketing budget allocation across programs and team, and establish benchmarks to identify growth potential.

Headcount

Headcount

Headcount

See the recommended spend on headcount across marketing functions and establish benchmarks for an ideal org structure.

See the recommended spend on headcount across marketing functions and establish benchmarks for an ideal org structure.

See the recommended spend on headcount across marketing functions and establish benchmarks for an ideal org structure.

Overall Pipeline

Overall Pipeline

Overall Pipeline

View the pipeline expectations and total revenue opportunity generated through marketing-supported efforts and the impact they should be making.

View the pipeline expectations and total revenue opportunity generated through marketing-supported efforts and the impact they should be making.

View the pipeline expectations and total revenue opportunity generated through marketing-supported efforts and the impact they should be making.

Metrics Benchmarking

Metrics Benchmarking

Metrics Benchmarking

Review the pipeline potential with healthy unit economics to assess pipeline conversion rates.

Review the pipeline potential with healthy unit economics to assess pipeline conversion rates.

Review the pipeline potential with healthy unit economics to assess pipeline conversion rates.

Competitors

Competitors

Competitors

Understand the overall category and competitor performance, and establish benchmarks.

Understand the overall category and competitor performance, and establish benchmarks.

Understand the overall category and competitor performance, and establish benchmarks.

Program Spend

Program Spend

Program Spend

See how marketing spend should be allocated across channels, such as paid media, customer marketing, ABM and more.

See how marketing spend should be allocated across channels, such as paid media, customer marketing, ABM and more.

See how marketing spend should be allocated across channels, such as paid media, customer marketing, ABM and more.

Paid Media Allocation

Paid Media Allocation

Paid Media Allocation

Determine opportunity in paid media and how much ROI it can generate.

Determine opportunity in paid media and how much ROI it can generate.

Determine opportunity in paid media and how much ROI it can generate.

Export Reports

Export Reports

Quickly and easily export data from your reports in a spreadsheet that you can adjust and customize.

Quickly and easily export data from your reports in a spreadsheet that you can adjust and customize.

Determine Opportunities to Scale Marketing with Answers to Questions Like:

Which areas are underperforming or overperforming?

Which areas are underperforming or overperforming?

Should we scale the marketing budget up or down?

Should we scale the marketing budget up or down?

How much opportunity is sitting inside this target investment to scale marketing spend and overall pipeline / revenue?

How much opportunity is sitting inside this target investment to scale marketing spend and overall pipeline / revenue?

What are competitors in this market doing and how does the target investment stack up against the competition?

What are competitors in this market doing and how does the target investment stack up against the competition?

How Inquisio Is Different from Other Marketing Tools

Other Tools (SEMrush / Ahrefs)

Other Tools (SEMrush / Ahrefs)

Built for PE firms to carry out due diligence on the marketing potential of target companies

Marketing tools built for marketers

Focus on strategy level recommendations

Focus on raw data for tactical execution

Provides actionable insights on critical value creation decisions such as optimal spend, headcount, org structure and competitors.

Do not answer critical questions on budget and headcount

Uses a proprietary database and algorithm designed by experts that generates accurate data

Data outputs are not always accurate and require adjustment

No data transformation required; visualizes data so investors can instantly start using outputs

A lot of data transformation, expertise and bandwidth required to get to the answer

Dynamic output gives the ability to change output based on the unique business context

Static, mostly historical data

Pricing

Our pricing is structured to make Inquisio an essential part of the PE investment process so that you can diligence hundreds of deals a year for a fraction of the cost of engaging a services firm.

Starter

For individual users

$1,000

/mo

10 Reports /mo

Book a Demo

All features

Unlimited Users

Marketing Budget

Team Structure & Headcount

Overall Pipeline Opportunity

Metrics Benchmarking

Competitors

Budget Allocation

Channel-Based Pipeline & Revenue Impact

Source-Based Pipeline & Revenue Impact

Paid Media Allocation

Summary of Opportunities / Efficiencies

Popular plan

Premium

For small firms

$1,500

/mo

20 Reports /mo

Book a Demo

All features

Unlimited Users

Marketing Budget

Team Structure & Headcount

Overall Pipeline Opportunity

Metrics Benchmarking

Competitors

Budget Allocation

Channel-Based Pipeline & Revenue Impact

Source-Based Pipeline & Revenue Impact

Paid Media Allocation

Summary of Opportunities / Efficiencies

Enterprise

For mid to large firms

$2,500

/mo

50 Reports /mo

Book a Demo

All features

Unlimited Users

Marketing Budget

Team Structure & Headcount

Overall Pipeline Opportunity

Metrics Benchmarking

Competitors

Budget Allocation

Channel-Based Pipeline & Revenue Impact

Source-Based Pipeline & Revenue Impact

Paid Media Allocation

Summary of Opportunities / Efficiencies

*Maximum of 25 reports per day

Starter

For individual users

$1,000

/mo

Book a Demo

10 Reports /mo

See all features

Popular plan

Premium

For small firms

$1,500

/mo

20 Reports /mo

Book a Demo

See all features

Enterprise

For mid to large firms

$2,500

/mo

50 Reports /mo

Book a Demo

*Maximum of 25 reports per day

See all features

Frequently Asked Questions

Is Inquisio available to users who aren't part of private equity firms?

What data sources does Inquisio use?

Will I need to ask the target company for information in order to use Inquisio?

How does Inquisio maintain confidentiality around data input and where is this data stored?

Can I add a new user to an existing account?

Why should I choose Inquisio over other tools?

Is Inquisio available to users who aren't part of private equity firms?

What data sources does Inquisio use?

Will I need to ask the target company for information in order to use Inquisio?

How does Inquisio maintain confidentiality around data input and where is this data stored?

Can I add a new user to an existing account?

Why should I choose Inquisio over other tools?

Is Inquisio available to users who aren't part of private equity firms?

What data sources does Inquisio use?

Will I need to ask the target company for information in order to use Inquisio?

How does Inquisio maintain confidentiality around data input and where is this data stored?

Can I add a new user to an existing account?

Why should I choose Inquisio over other tools?

Instant, Data-Driven Marketing Due Diligence for Private Equity Investors

© 2025 Inquisio. All Rights Reserved.

Instant, Data-Driven Marketing Due Diligence for Private Equity Investors

© 2025 Inquisio. All Rights Reserved.

Instant, Data-Driven Marketing Due Diligence for Private Equity Investors

© 2025 Inquisio. All Rights Reserved.

Instant, Data-Driven Marketing Due Diligence for Private Equity Investors

© 2025 Inquisio. All Rights Reserved.