Book Your Agency Transformation Blueprint

Exclusive for investment firms targeting marketing agencies

Your 3-Week Blueprint Process

1

Week 1

Initial Consultation

30-minute call to understand your investment thesis and target agency profile

2

Week 2

Document Collection

Secure upload portal for financial statements, client data, and operational metrics

3

Weeks 2-3

AI Analysis

Our platform analyzes automation opportunities, efficiency gaps, and value creation potential

4

Week 3

Blueprint Delivery

Comprehensive report with ROI projections, implementation roadmap, and value creation strategy

Typical Client Profile

  • Investment Firms with $500M - $5B AUM
  • Targeting marketing agencies $5M - $100M revenue
  • Seeking 3-5x value creation through AI/automation
  • Need analysis during 30-60 day due diligence window

Confidentiality Assured

All Blueprint analyses are conducted under strict confidentiality agreements. Your data is encrypted and access is limited to authorized personnel.

Book Your Blueprint Analysis

Why Investment Firms Choose Our Blueprint Analysis

$2.4M

Average EBITDA improvement identified per agency

73%

Of analyzed agencies show 40%+ automation potential

18

Average days from Blueprint to investment decision