Private equity firms are facing a new growth challenge: how to maintain pipeline momentum while operating with leaner marketing teams and tighter budgets. Traditional cost-cutting approaches often reduce market activity and create hidden pipeline risk months later. This webinar explores how PE firms can replace fragmented marketing execution with scalable, repeatable growth systems.

Attendees will learn how leading PE-backed companies are using audience targeting, differentiated storytelling, AI-enabled workflows, and multi-channel execution to create measurable commercial movement without expanding internal headcount. The session will also examine why pipeline should be managed as a portfolio-level value creation lever rather than isolated, company-by-company activity.

The webinar will feature practical insights from OrbitalX’s Portfolio Pipeline Blueprint, including the Cylindo case study, where a first-time CMO generated over $2.5M in marketing-led pipeline and exceeded H2 MQL targets without building a traditional marketing department.


AGENDA

• Why Pipeline Underperformance Gets Misdiagnosed: Explore why weak pipeline performance is often caused by structural gaps in audience targeting, messaging, sales alignment, and reporting — not just poor campaign execution.

• The Portfolio Pipeline Blueprint: Learn the four-part framework covering Audience, Story, Campaigns, and Execution to help PE-backed companies create scalable, measurable growth systems.

• How Cylindo Generated $2.5M+ in Pipeline with a Lean Team: Discover how a first-time CMO partnered with OrbitalX to exceed MQL targets, strengthen sales enablement, and build commercial momentum without expanding headcount.
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Co-Founder
Stuart Dale is a founder at OrbitalX, who has supported over 100 B2B software companies in the last two years to build demand for their business.

After spending five years in New York where he was responsible for building revenue at a Google Ventures-backed software company, which was eventually sold, he went on to build OrbitalX with the goal of helping more teams hit their revenue goals faster and more efficiently.

He has supported businesses ranging from Seed stage to publicly listed across the globe.
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Co-Founder, OrbitalX
James Ford is a go-to-market expert, specialising in the storytelling and tactics required for businesses to break through the noise and win.

Over the past 15 years, James has led sales, marketing, and product teams, giving him a unique perspective on how businesses can integrate each component to grow rapidly and sustainably.

Notable successes for James include taking cloud services businesses from $0 to $3m ARR, bootstrapping a DTC brand from $0-$1m, launching hundreds of successful GTM motions for complex value proposition businesses, and setting up the National Equipment Appeal Database during the COVID-19 pandemic, which relocated millions of items of PPE from industry to frontline health workers.