Access + Intelligence to unlock B2B growth for PE portcos.

Cold email “doesn't work” for some companies. For Alex Hormozi, it's his single best channel. Both groups are right.

Hormozi tested this himself: when he stopped posting video content, his ads cratered. Same ads. Same audience. Same spend. The videos weren't running ads — they were creating the brand context that made the ads work.

Cold email fails in isolation. It succeeds when paired with brand recognition, social proof, and a follow-up motion. The channel didn't fail. The system around the channel was missing.

Most B2B companies are buying point solutions and getting point-solution outputs. The right approach is a sequenced cocktail of small agencies, each best-in-class at one thing, orchestrated to compound.

A portco launches a newsletter. By month three they have 2,500 subscribers and 35% open rates. Is that good? Most CEOs guess. Most guess wrong.

They keep investing in channels that were never going to work. They kill channels that were two months from breakthrough. By month nine, the budget is gone.

Every channel has predictable milestonesat month 1, month 3, and month 6 — and most operators don't know what to look for. Open rates matter less than reply rates. Acceptance rates matter less than reply-to-connection ratios. The right metric is rarely the obvious one.

Inside any portfolio of 10–30 companies, a quiet pattern is hiding. Some portcos are getting strong results from a given growth strategy. Others are getting weak results from the same strategy.

Same channels. Same vendors in some cases. Similar ICPs. Wildly different outcomes.

The deltabetween top quartile and bottom quartile is consistently larger than most operating partners realize. It's also the hardest thing to surface — individual portcos don't see across the portfolio, and operating partners can't go deep enough into vendor performance across 15–30 companies to spot the patterns.

That delta is the single biggest source of money on the table inside a typical PE portfolio.