Marketing Due Diligence: Invest with confidence, Backed by Stratfield

Ensure smarter investments with data-driven insights from our comprehensive Marketing Due Diligence process.

Providing certainty in a fast changing world

At Stratfield Group, we provide market-leading Marketing and Commercial Due Diligence services that go beyond the standard analysis. Our team is composed exclusively of Partners – frontline experts with inhouse C-Level or VP experience, ensuring you get unparalleled strategic insight and actionable recommendations. Our Marketing and Commercial Due Diligence process is lean and swift, giving you superior results at a competitive price fast.

The 8 elements of your insightful marketing due diligence

1. Market & Competitive Landscape Assessment

We provide a detailed analysis of the target company’s market position and competitive dynamics, helping you understand market potential and (digital) growth opportunities to make well-informed investment decisions.

2. Customer & Revenue Stream Evaluation

Our team of Partners assesses the company's customer base and revenue streams, identifying growth drivers and potential risks, to ensure you fully understand the scalability and sustainability of the business model.

3. Marketing Strategy & Channel Effectiveness

We evaluate the company's existing marketing strategies and performance across key channels (digital, offline, etc.), ensuring that marketing efforts are aligned with business goals and capable of driving sustainable growth.

4. Brand Strength & Market Perception

We examine the strength of the company's brand and public perception in the market, highlighting areas where brand equity can be enhanced to foster customer loyalty and increase valuation.

5. Risk & Mitigation Strategy

We identify potential risks—whether market, operational, or financial—and provide actionable recommendations to mitigate these risks, ensuring a smoother path to successful exits, IPOs, or growth phases.

6. Forecasting

In our marketing due diligence we will turn the current business plan of the target company upside down, challenge every lever and objective to gain clarity on the feasibility of the current strategy. We also provide an alternative forecasting to give you the confidence needed to do the investment.

7. Leadership Assessment

Our seasoned partners will interview the marketing leadership of the target company to assess if the team has the skills needed to execute the business plan. We also identify gaps in the team structure to ensure that the target company will have the necessary resources to make your investment a success.

8. Actionable Insights & Strategic Recommendations

Our final report delivers strategic recommendations based on our expert analysis, helping investors or founders make informed decisions and move forward with confidence in their portfolio company’s potential.

Stratfield Group applies a lean marketing due diligence process. All components of the marketing due diligence are optional and can be combined in a modular approach.
Our flexible approach allows you to select the components that matter most, providing high-quality recommendations at a competitive tailor-made price, all backed by our team’s extensive experience in fundraising, exits, and IPOs.

Marketing due diligence discipline

Expert skills our partners bring to the table:
Marketing Strategy
Marketing Controlling
Forecasting
Media Planning / Brand Performance
Performance Marketing
SEO
CRM
CRO
Customer Research
Leadership Hiring

What People Say

“Unlike most strategy consulting companies, Stratfield provides deep, hands-on assessments led by actual CMOs and marketing leaders who have built and scaled companies themselves. Their analysis uncovered critical gaps that others missed, giving us a clear, data-backed perspective on the real growth potential of our investment. This is the kind of expertise that directly impacts our decision-making and returns.”
Jan Claussen
Partner, COI Partners

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