For Private Equity
The fractional marketing and AI seat for your value creation plan.
Across a portfolio, marketing and AI capability rarely arrives the same way in every company. I am the fractional marketing and AI seat that drops into the ones where it moves the number, carrying one playbook from brand to revenue, instead of a full-time hire on every cap table.
Where portfolio growth gets unlocked
What the model needs from marketing and AI.
The thesis assumes organic growth. Here are the four places marketing and AI decide whether the model hits, and the opportunity in each.
Every company arrived with its own marketing
Different agency, different stack, different story in each one. The opportunity is a shared playbook and one clear view of what is working across the whole portfolio.
The growth in the model is not in the pipeline yet
The plan assumes organic growth, and producing it means aiming marketing straight at the number the thesis needs. In most portfolio companies, that is not where the marketing began, and pointing it there is the work.
AI is a board-level question without a portfolio answer
Every operating partner is being asked about AI. The edge goes to the portfolio with one credible answer and a way to roll it across companies, instead of solving it company by company.
The senior seat can be portfolio-wide, not one hire per company
Each company needs senior marketing and AI leadership, and it does not need a separate full-time hire on every cap table. One seat that carries a shared playbook into the companies where it moves the number compounds faster, and costs less, than five separate hires.
What I believe
The portfolios that compound treat marketing and AI leadership as part of the operating model, not a line item to optimize later.They build the seat once and drop it into the companies where it moves the number most.
Jim Haney, AI Advisor and Fractional CMTO
Ways to work together
How I plug into a portfolio.
The same three engagements I run inside any company, scaled to a portfolio: a roadmap to set direction across one brand or the whole book, embedded leadership to own the growth number, or a scoped build to ship what a company already knows it needs.
Set the direction
Strategic Roadmaps
A focused deep dive across a portfolio company, or the portfolio, that says exactly where marketing and AI move the number, and in what order. Leadership interviews and a stack assessment. A prioritized plan the operating team can execute, not a 40-page audit.
Run it
Fractional CMTO Engagements
Senior marketing and technology leadership embedded in a portfolio company's weekly cadence, owning the growth number, without a full-time executive on the cap table. A senior leader setting direction and executing alongside the team. Outcomes tied to pipeline and revenue.
Ship something
Scoped Project Work
A fixed-scope build for when a portfolio company already knows what needs shipping. Website rebuilds, CRM cleanups, AI workflow rollouts, post-acquisition consolidation. Fixed scope, fixed timeline, fixed price. Shipped in 30 to 60 days.
FAQ
Common questions
Do you work for the fund or for the portfolio companies?
Can you work across several companies at once?
How does this compare to a full-time CMO in each company?
Next step
Put the seat where the plan needs it.
Point me at the companies that carry the growth in your model. From there we map where a marketing and AI seat moves the number fastest, and which companies it should land in first.