Marketing cost takeout you can deploy across the whole portfolio.
Floma is the first AI-native creative agency for B2B enterprise tech. Campaigns arrive as a finished service in days, priced per campaign instead of retainers or headcount. Portfolio companies cut creative production costs 90% without hiring, piloting, or building AI capability.
Governed by senior B2B marketers from Google, Zoom, and SAPWhere portfolio marketing spend leaks.
The same four patterns show up at almost every B2B software portfolio company.
Every company runs its own agency stack
Each portfolio company signs its own creative shop, paid social shop, and regional roster at its own rates. The fund pays for the same onboarding, the same account management, and the same learning curve a dozen times over, with no pricing leverage and nothing learned at one company carrying to the next. 39% of CMOs already plan to cut agency budgets (Gartner).
Creative headcount is fixed cost in a variable business
A five-person marketing team at a $40M ARR company cannot staff strategy, copy, design, and production. Hiring to fill the gap adds EBITDA drag that outlasts the campaigns it was hired for. Most companies just ship less, and pipeline pays for it.
The AI mandate keeps stalling in pilots
95% of enterprise AI pilots deliver no measurable P&L impact within six months (MIT), and 42% of companies abandoned AI initiatives in 2025, up from 17% a year earlier (S&P Global). You are asked to show AI in production across the portfolio while marketing pilots keep dying before they reach the P&L.
No two companies report marketing the same way
Different agencies, different deliverables, different definitions of a campaign. There is no clean read on what a marketing dollar buys at one company versus another, so benchmarking stops at spend as a percent of revenue.
One playbook that runs at every company.
Floma delivers campaigns as a finished service. A portfolio company sends a campaign request with the product and brand inputs it already has, and Floma's AI agents and senior B2B marketers return launch-ready campaigns across LinkedIn, display, and ABM. There is nothing to install, staff, or maintain.
Numbers that hold up in an operating review.
Results across Floma client campaigns for B2B enterprise tech.
Source: Floma client campaigns, 2025-2026.
Prove it at one company. Then roll it out.
Your credibility with portfolio CEOs rides on every introduction, so the motion is built to de-risk the recommendation.
01
Start with one company
Pick the portfolio company with the clearest need. The first campaign ships in days and lands as a before-and-after on cost, speed, and performance, with no retainer and no long onboarding.
02
Read the results in your operating cadence
Every engagement reports the same way: cost per campaign, production time, CTR, and CPC against B2B benchmarks. The numbers slot straight into the operating review.
03
Roll out on portfolio terms
Introduce the next companies on one rate card. Each deployment starts faster than the last because the playbook, the reporting, and the terms are already set.
Two services portfolio companies run.
Net-new campaigns when a company launches or repositions, monthly refreshes to keep paid accounts efficient. Most companies run both.
Floma Campaigns
Net-new ad campaigns
Brief-driven, multi-concept campaigns for launches, demand generation, ABM, and awareness. Multiple concepts with messaging frameworks, delivered test-ready in days. Built for repositioning work in the first 100 days post-close.
See Campaigns →Floma Ad refresh
Keep winners fresh every month
The company sends a top performer and its performance data. Every month Floma ships a fresh set of on-brand variants that carry what makes it win, so paid accounts stay efficient without a design bench.
See Ad refresh →Priced the way you underwrite.
Floma prices on outcomes: a fixed price per campaign delivered, with no retainers and no hourly billing. Model providers earn more when your companies consume more tokens. Traditional agencies earn more when the work takes more hours. Floma earns the same whether a campaign takes ten hours or a hundred, so every efficiency the Floma AI platform gains flows to the client as lower cost and faster delivery.
It is the same incentive alignment you engineer into every deal, applied to the marketing vendor line. Agency cost takeout lands as EBITDA, and EBITDA carries the exit multiple.
