Investor Grade Marketing Due Diligence

Marketing Due Diligence for European Deal Teams

We give investors and operators a clear view of marketing performance, scale potential, and risk. Our work highlights channel dependencies, operational gaps, and opportunities that matter for valuation and post close planning.

Scalista_Marketing_DD
Channel dependency snapshot
Confirmatory DD
100%
Total
Paid Social
45%
Paid Search
20%
Retail Media
15%
Organic
15%
Paid Share of Revenue
65%
Organic Strength
7.2/10

We speak both digital and finance. As digital natives with deep operational experience, we translate marketing performance into financial clarity.

Trusted by investors, operators, and advisors across Europe

Private Equity
Venture Capital
Family Offices
Corporate Development
Advisory Firms
Banks & Credit
CapitalDue Services

Marketing Due Diligence in Action

Four engagement models designed to give investors and operators clarity, speed, and confidence at every stage of the deal cycle.

CapitalDue-Marketing-DD.pdf
Early Signal Assessment

48 to 72 Hour Screen (Outside-In Assessment)

A fast, outside in assessment of channel dependency, performance signals, and marketing health. Ideal for pre LOI and early stage evaluations. No data room required.

What's included:
Channel exposure and benchmarksRed flags and upside signalsGrowth and risk indicators
Find out more about this service
Approach

How We Run Marketing Due Diligence

Every project is led by senior marketing operators who translate channel data, CAC and payback, and operational quality into a clear view of risk and EBITDA upside for deal teams.

Deal specific lens
Tailored to business model, stage, and thesis
Channel and CAC clarity
Where growth comes from and what it really costs
Risk and resilience
Channel, platform, and compliance exposure
Upside roadmap
EBITDA and growth levers with priority
Input Sources
Data room, ad platforms, analytics, CRM
Paid SocialPaid SearchVideo Ads
Operator Analysis
Review channel mix, CAC, payback, tracking, and compliance
ChannelCACOps
Outputs
IC deck, risk heatmap, EBITDA and 100 day options
Risk MapUpside LeversIC Deck

Marketing Due Diligence Workflow

Structured for deal speed and depth, from initial thesis alignment to IC ready outputs and post close options.

Engagement Lead

Senior marketing operator with deal experience

Process

1

Scope and thesis alignment

2

Data gathering, platform access or public signals

3

Channel, unit economics, and funnel analysis

4

Risk and upside synthesis for deal team

5

Delivery workshop and post close support options

Request sample report

Standard outputs include: Channel Dependency Index, Measurement and Compliance Review, CAC and Payback Clarity, Red Flags and Upside Levers.

Deliverables

What You Receive

Each engagement includes board ready outputs that translate digital marketing performance into financial clarity.

Channel Dependency Index

A clear view of channel concentration, platform reliance, and the real drivers of scaling risk. Designed for quick understanding at investment committee level.

Measurement & Compliance Review

A full review of tracking readiness, attribution quality, consent, and privacy. Highlights the gaps that affect reporting accuracy and compliance.

EBITDA Impact & Upside

A quantified view of EBITDA upside. Includes CAC and payback drivers, margin opportunities, and a prioritized roadmap to value creation.

Who We Serve

Partners to Investors, Operators, and Advisors

Independent and specialized support for PE, VC, corporate development, credit investors, M&A counsel, and DD providers, who need an independent, operator grade view of digital marketing performance and risk.

Private equity and growth equity
Venture capital
Family offices
M&A advisory firms
Corporate venture capital
Accelerators and incubators
Banks and private credit
Corporate development teams
Generalist commercial DD firms

We Adapt To Your Needs

Choose the support level you need. From rapid screens to full confirmatory reviews to execution ready 100 Day Plans.

Who We Are

Independent, operator-led marketing diligence

CapitalDue was founded by marketing operators with deep experience in digital growth, analytics, and financial impact. We serve as a trusted, independent advisor to investors and corporate decision makers. We combine the analytical rigor of a consultancy with the hands-on experience of senior performance marketing operators. Our mission is to bring clarity, credibility, and measurable value to digital marketing assessments in transactions and within companies.

Principles we follow

  • Accuracy and transparency
  • Analytical rigor
  • Practical, financially relevant recommendations
  • Confidentiality and trust
  • Seamless alignment of outputs with client decks, goals, and processes