Marketing for Private Equity: Driving Portfolio Growth with Data-Driven Clarity









Empowering Investors with Real-Time Insights
Private equity firms thrive on high-level metrics, strategic planning, and indisputable ROI. At Rise MD, we recognize that marketing success isn’t just about impressions or clicks—it’s about measurable returns that can scale. Our platform consolidates data from every major channel—Google Ads, Google Analytics, Meta, Bing, TikTok, and more—offering a single, dynamic dashboard that simplifies decision-making for private equity professionals overseeing healthcare investments.

One Unified Dashboard for Complete Oversight
Managing multiple portfolio companies often means juggling a dizzying array of analytics platforms. Our Rise MD Platform replaces that complexity with a single login where you can see each KPI at a glance. Track individual campaign performance, compare marketing efficiencies across multiple practices or service lines, and tie every action to actual revenue or bottom-line impact. This streamlined visibility lets you pinpoint growth opportunities—and replicate them—faster than ever.

Tailored KPI Tracking for PE Goals
We know that private equity groups look beyond generic metrics. That’s why we customize KPI tracking to your specific objectives:
- Cost per Patient Acquisition: Understand exactly how marketing spend translates into new patients and revenue.
- Location-by-Location Comparisons: Identify which clinics, offices, or service lines are delivering the strongest margins or patient volumes.
- Revenue & EBITDA Impact: Tie every campaign to real financial outcomes, ensuring your portfolio companies continue on a path of healthy, scalable growth.

Accelerating Value Creation
Traditional healthcare marketing can be opaque—focusing on clicks, impressions, or leads without demonstrating tangible returns. Rise MD cuts through that fog by linking marketing data directly with each company’s internal systems. You’ll see precisely how each ad, print mail campaign, or social media push influences patient flow, revenue, and recurring visits. This level of transparency enables you to accelerate value creation across your investment timeline.

Scalable Solutions, Future-Ready Results
As you acquire or expand more portfolio companies, the Rise MD Platform is designed to scale with you. Add new locations, specialties, or entire organizations to your dashboard without missing a beat. Our unified approach not only harmonizes marketing strategies across diverse holdings but also flags early successes that can be replicated system-wide—streamlining and standardizing your portfolio’s growth playbook.

Aligning Teams, Streamlining Operations
From C-suite leaders to on-the-ground marketing teams, consistent, centralized data fosters collaboration and clearer communication. We guide your portfolio companies in using the same definitions, KPIs, and dashboards, ensuring everyone speaks the same language. This alignment removes guesswork and finger-pointing, so you can respond swiftly to market shifts and seize emerging opportunities.

De-Risking Investments Through Accountability
With private equity, every dollar counts—and every missed opportunity can erode returns. Our data-driven insights help identify underperforming campaigns or locations early, allowing for immediate course-correction. That’s how Rise MD helps minimize waste, maximize ROI, and de-risk your marketing investments across the board.

Driving Exit-Ready Growth
When the time comes to exit an investment, having a clear record of sustained revenue gains and optimized marketing metrics becomes a powerful asset. Rise MD not only helps you show consistent value creation to potential buyers but also ensures they see a well-run, data-rich operation poised for continued expansion.

Ready to Transform How Your Portfolio Companies Grow?
Partner with Rise MD for a single, transparent marketing dashboard that provides the KPIs, ROI metrics, and actionable insights private equity professionals demand. Let’s translate your strategic vision into data-driven success that elevates every healthcare holding in your portfolio.

The Rise DDS Platform
Our proprietary software connects all major marketing channels directly with your Patient Management System for unprecedented marketing power and insights.
Full integration with
Your patient
management
system
Rise DDS

Desktop & Mobile App
24/7 Access
Full integration with
All your
marketing
channels
FAQ
Partnering with Rise DDS for your family and general dentistry marketing means choosing a path that values long-term relationships and community trust. We are dedicated to not just promoting your services but to embedding your practice as a vital and caring part of the community’s dental health landscape.
Partnering with Rise DDS for your family and general dentistry marketing means choosing a path that values long-term relationships and community trust. We are dedicated to not just promoting your services but to embedding your practice as a vital and caring part of the community’s dental health landscape.
Partnering with Rise DDS for your family and general dentistry marketing means choosing a path that values long-term relationships and community trust. We are dedicated to not just promoting your services but to embedding your practice as a vital and caring part of the community’s dental health landscape.
Partnering with Rise DDS for your family and general dentistry marketing means choosing a path that values long-term relationships and community trust. We are dedicated to not just promoting your services but to embedding your practice as a vital and caring part of the community’s dental health landscape.
Partnering with Rise DDS for your family and general dentistry marketing means choosing a path that values long-term relationships and community trust. We are dedicated to not just promoting your services but to embedding your practice as a vital and caring part of the community’s dental health landscape.
We integrate with most major EHR systems








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