An investor came to me in a panic:
“Our acquisition’s CAC doubled and growth’s flat. Can you help?”

They were talking about a DTC home goods brand in their portfolio.

The diagnosis:
1.) Attribution broke after iOS updates → key channels looked worse than they were.
2.) Same creative running for 8+ months → ad fatigue killing performance.
3.) No retargeting for warm audiences → leaving low-cost conversions on the table.
4.) Landing pages untouched for 2 years → conversion rates stagnating.

The plan to fix it:
– Audit and rebuild tracking so attribution is accurate.
– Launch fresh UGC creative based on customer interviews.
– Build retention-focused email & SMS flows.
– Spin up new landing pages for rapid A/B testing.

The expected impact:
+ Accurate tracking lowers CAC by showing true performance.
+ New creative unlocks scale and improves ROAS.
+ Retention flows can add $100k+ in monthly revenue.
+ Landing page optimization can lift CVR by 28%+.

No one-size-fits-all playbook exists, but when you fix the system, performance follows.

With the right changes, this brand will go from reactive crisis mode to a proactive growth engine.

Most “performance problems” are actually systems problems. What’s the biggest performance challenge your portfolio companies are facing right now?