Replace the imaginary CMO at every portco.
You bought 25 businesses with a 3-person team and a thesis: improve each one at the margin. But you're the marketing department for all of them — on a call with portco #14 every other Tuesday, having forgotten what you said last quarter. Ontevo diagnoses every portco, drafts the fix, and fits one 30-minute weekly review.
Prioritized fix lists from 44 analyzers. Dollar-priced, evidence-backed.
A diagnostic engine that gives you a comprehensive performance view of every portfolio company — then an agentic layer that drafts every fix and runs the repeatable ones — across the whole portfolio.
Pre-acquisition diligence
Scan a target during your diligence window and get a dollar-priced Truth Card in days — the revenue leak that becomes your 100-day playbook. Waived if you don't close.
Portfolio triage
Every portco through one engine, in a single weekly view — so you see which of your businesses is leaking what, ranked by dollar impact.
Post-close value creation
Turn diligence findings into a standing per-portco fix list your operators actually execute — not a deck that goes stale in six months.
New-vertical entry
Buy into a new vertical and get a vertical-specific diagnostic on day one — one engine covers HVAC, dental, e-comm and the rest, no new tool per portco.
You can't afford a CMO per portco. You can't personally be the CMO of 25.
The model was supposed to scale through standardized playbooks. Instead, the playbook is you — and you don't scale.
No portfolio-level view
Marketing intelligence at each portco is 'ask the GM to forward their reviews dashboard.' There's no single view of revenue leak across the portfolio.
The playbook is you
5+ portco strategy calls a week, all held in your head. The thesis was standardized operating leverage — but every decision still routes through one person.
Fractional CMOs don't pencil
$8K–$20K/mo per portco for a human strategist isn't scalable across 25 businesses. Spreadsheets break past 5.
“Replace the imaginary CMO at each of my 25 portcos with one platform that diagnoses what's broken, drafts the fix, and lets me approve in 30 minutes per week per portco. I will not hire a CMO at any portco — that's the whole model.”
— The HoldCo operator. The CFO-peer Truth Card voice is their native language.
One engine. Every business you own. One weekly review.
Built for a lean team running marketing across the whole portfolio at once.
1
2
3
Use it on the next deal, too.
Run a Pre-Acquisition Diagnostic on your next target during diligence — the Truth Card becomes the 100-day post-close playbook. Pricing waived if you don't close.
Built for the operator running 10–50 portcos at once.
Scales past 5 portcos
One engine covers 10–50 portcos — no founder bottleneck, no per-portco tool sprawl.
One weekly rollup
Per-portco Truth Cards in a single cross-portfolio view, in CFO vocabulary. The dashboard spreadsheets can't build.
Drafts the fix
13 human-in-the-loop agents draft the work at each portco — you approve in 30 minutes a week. No marketers to hire.
Benchmarks you can't build alone
Every company is scored against 800+ comparable businesses — a cohort no single portfolio could assemble on its own. You see where each one truly stands, not just against its own history.
Built to your mental model — nobody else is.
A fractional CMO runs $8K–$20K/mo per portco — and doesn't scale past a handful. Ontevo standardizes that intelligence across every portco and re-runs it every week, for a per-portco fraction of one human hire.
Find wasted money in 30 days — or month two is free.
If we don't surface at least one gap worth more than your monthly plan, the next month costs nothing. No fine print. No hoops. We believe in what our agents find — and if they don't find value, you don't pay.
What HoldCo founders ask first
No. The diagnostic runs on public signal — you don't need GM cooperation or portco IT access to get the first Truth Cards. Self-serve, with portco URLs onboarded in about 2 hours.
About 30 minutes per portco per week to review and approve drafted agent actions. The rollup is designed to fit a single weekly review.
Per-portco pricing scales down cleanly — it's not a fixed-fee loss. Add portcos as you acquire, remove them as you exit.
The vertical ontology and 25M-record cohort benchmark are years to replicate — and building it diverts you from what you're actually good at: acquisition. It's priced to make build-vs-buy an easy call.
Single signature, month-to-month, per-portco pricing — credit card or annual ACH. No procurement theater, no lock-in.
Built by operators from McKinsey product strategy & Yelp local search.
One weekly rollup replaced five portco strategy calls I used to hold in my head.
22-business services HoldCo
We run a Pre-Acquisition Diagnostic on every target now — the Truth Card is our 100-day plan.
Search-fund operator
I will not hire a CMO at any portco. Ontevo is the whole model, made real.
Home-services roll-up
See the leak before your next portfolio review.
Nominate one portco. We return a Truth Card with the dollar figure and the fix — no new hire, no rip-and-replace. Your next three steps:
1 — Submit one portco URL.
2 — We benchmark it against 25M+ records and 800+ comparable businesses.
3 — Truth Card back with the dollar leak and the drafted fix.