Portfolio
Chief Marketing Officer
Private Equity Portfolio · Confidential
Operating marketing across a multi-location PE-backed roll-up. Built and runs the in-house AI platform for market research, sales performance, and daily ops.
Global Digital Marketing Expert, Private Equity Advisor, Author & AI Platform Architect
Building AI platforms that run M&A, sales, and marketing workflows for private-equity-backed portfolios that shatter the current capabilities and customization of legacy SaaS and managed-services solutions.
On the Record
National TV
✦ Featured In
The Book
Not Another Marketing Book
An expertise-fueled call to arms for leaders bold enough to harness digital marketing and take action right now.
The CEO's Digital Marketing Playbook was written for CEOs, founders, and operators who have grown tired of being talked past by their own marketing teams — and who are ready to lead the function the way they lead the rest of the business.
Direct-response digital marketing isn't a practice. It's an obsession.
Drawn from two decades at the tip of the spear for hundreds of real brands, the book is less a theory textbook and more an operator's manual: how to read the numbers that matter, how to spot a broken campaign in a minute, and how to make your marketing dollar earn its keep.
Covers paid search, paid social, programmatic, measurement, attribution, agency management, and the executive discipline required to turn marketing from a cost center into a growth engine.
Praise & Recognition
“Kick-ass marketing book of the year — blunt, brash and beneficial.”— The Globe and Mail, 2019
“An in-depth and winningly frank marketing manual. Level Agency CEO Tom Donohoe lays out the definitive digital direct marketing playbook that every company on Earth needs to deploy in the 21st Century.”— Kirkus Reviews, 2019
“Thomas J. Donohoe offers a highly informative, step-by-step guide to his preferred methods of leveraging social media and online marketing and advertising tools.”— BlueInk Review, 2019
About
CxO. Author. Private Equity Marketing & AI Advisor.
Nearly 30 years building companies and teams in digital marketing — now weaponizing AI at scale.
Thomas Donohoe has nearly 30 years of building companies and teams in the digital marketing world, now weaponizing AI at scale to imagine, build, and put into real workflows platforms that are some of the most advanced in the customer-acquisition and M&A space.
He is the author of The CEO's Digital Marketing Playbook, as well as founder and Chairman Emeritus of Level Agency, a leader in direct-response digital advertising and customer generation for domestic and international B2B and high-value B2C verticals.
Mr. Donohoe is the rare CMO and Private Equity advisor who has actually done the work deep in the trenches — real hands-on knowledge of the advertising platforms, tactics and technologies that power ROI and drive results in today's ever-evolving marketing environment.
This allows him to create AI platforms that shatter current SaaS and Managed-Services solutions for complex marketing and direct-to-consumer problems.
Now — Three Operating Seats
Owner
Owner & CEO
Synergy Plus Marketing
Boutique performance-marketing firm for B2B and high-value B2C brands. Runs paid media, creative, and lifecycle for a curated client roster.
Legacy
Chairman Emeritus
Level Agency
Built one of the country's leading direct-response digital agencies over 12 years, serving 300+ clients across B2B and regulated B2C. Exited in 2021.
30+
Years in the Trenches
3
Company Exits
$400mm
Spent in Advertising Personally
125+
Clients Served
Awards & Recognition
- 2013Ernst & Young Entrepreneur of the Year — PA/WV Region Winner
- 2013Diamond Award for Outstanding CEOs
- 2013#1 Fastest Growing Private Company, Pittsburgh Region
- 2013–Young Presidents' Organization (YPO) Member
- 2017–21Monthly Marketing & Technology Expert, TD Ameritrade Network @ NASDAQ Studios NYC
- 2019The Globe and Mail — Top 10 Business Books of 2019
- 2019Amazon Best-Selling Book & Best-Selling Author
- VariousContributor: Inc., Forbes, Business Insider
Press & TV
On The Record
✦ Featured In
National TV
● Restricted Access
AI Platforms for Private Equity
Live demonstrations of production AI tooling for M&A, sales, and marketing — built for private equity portfolio companies and national law firms. Access is restricted to active engagements and vetted sponsors.
Need access? Email tjd@tomdonohoe.com
For Private Equity Sponsors
AI Platforms. Live. Production. Every Day.
Each of these is an operating system in production inside a portfolio company — not a prototype, not a pitch deck. Every one goes beyond what any current SaaS or private-equity firm has built for M&A, customer acquisition, or marketing ROI. Built 100% by Thomas Donohoe. No agency, no consultancy, no third-party development team touched a single line. Click any card to see the working demo.
M&A Intelligence
Market Scoring
Deep Market Research
The first operator-built M&A opportunity engine that collapses the 30-page banker memo into a single defensible number per metro. Every metro in America, scored on seven fused public and paid data sources no acquirer had ever stitched together — interrogable by a deal team in 90 seconds.
Open DemoState Scoring
National Best Territory
A 50-state greenfield atlas built on signals no M&A banker has ever priced: insurance-carrier retreat, non-compete enforceability, regulatory moat depth, licensing barriers, competitive density. The first platform that tells a sponsor where to open the next market before anyone else has even looked at it.
Open DemoPer-Target Diligence
Competitive Intelligence Engine
One click on any target domain. Forty minutes later, a 35-slide IC-grade battlecard lands — every direct competitor's real SEM spend (employee-size-capped and calibrated to real operator numbers, not SpyFu's inflation), their digital footprint, their reputation, their likely exposure. Replaces the $25K outside CI engagement. Every M&A deal now runs on it.
Open DemoProperty-Level
High-Value Customer Targeting
Property-level ranking of every home in a 90-minute drive of every crew depot a portfolio company owns. ATTOM-sourced, owner-occupancy verified, roof-age scored, home-value bracketed. First-of-its-kind outbound targeting fuel — turns every acquired business's coverage area into a ranked lead list on day one of ownership.
Open DemoSales & Call-Center Ops
Real-Time
Sales Dashboard
A single screen that answers “how are we actually doing right now?” across every rooftop in the portfolio — pulled live from the CRM warehouse and the dialer simultaneously. Delivers what no roll-up operator has ever had: the Monday deck, continuously, on a Tuesday afternoon.
Open DemoPer-Agent
Call Center Performance
The first cross-company call-center analytics layer built for a multi-brand roll-up: tracks every agent across every brand they dial for, with attribution that handles the shared-pool problem no incumbent CCaaS vendor has solved. Speed-to-lead medians, talk time, conversion, agent leaderboards — all live, all reconciled.
Open DemoDaily Executive Email
Executive Pacing
9:30 AM every weekday, every GM and executive opens one email: exactly where they stand against budget, calibrated to the day of the week. Includes “Ask the Report” — the first in-email AI chat that lets a C-suite leader interrogate yesterday's numbers in plain English, without opening a dashboard.
Open DemoQuality
Call Center Feedback
The first closed-loop operator feedback system in the industry. GMs flag a bad lead by SMS, email, or screenshot; AI triages the complaint, matches it to the exact Five9 recording, routes it to the call-center manager with a one-click accept-or-contest workflow. Replaces “I'll send Joe an email about it” with permanent, audit-grade accountability.
Open DemoMarketing Ops
Flagship Daily
Marketing Dashboard
The flagship daily operating system of a $15M+ marketing budget across 6 rooftops. Every funded source — Google, Meta, LSA, PPL, direct mail — reconciled nightly across four warehouses, pace-scored, projected to end-of-month, anomaly-flagged. No agency, no managed-service, no SaaS vendor on the market sells anything within a decade of this.
Open DemoNurture Audit
Customer Journey
Audits every SMS and email a lead receives post-CRM handoff, in real time. Finds the broken templates, the never-delivered first touches, the cross-brand send bugs, the leads getting messaged weeks after they bought — the quiet seven-figure revenue leaks every multi-brand operator has and no attribution tool has ever surfaced. First-in-class post-sale nurture quality monitor.
Open DemoUnified Inbox
LSA Message Center
Every Google Local Services account across the portfolio, in one unified inbox. AI reads every new message, classifies “needs a human reply” vs. “bot can respond” vs. “leave alone,” and SMS-escalates to on-call staff when the response-time SLA is at risk. The first LSA operator platform that treats message response as a revenue-protecting SLA, not an afterthought.
Open DemoCoverage
Service Territory Mapper
Precision drive-time ZIP territories for every crew depot — baked from real Google Maps traffic data, not Euclidean guesses. Generates the exact ZIP list that goes into Google Ads, Bing, Meta, and every PPL vendor targeting form. Removes a week of GM hand-drawing and vendor-call-center fumbling from every portfolio integration.
Open DemoLegal Services — National Law Firm
Class Action Discovery
Pixel & Website Class Action Tracker
The first autonomous case-discovery engine in employment and consumer class action. AI scans thousands of US commercial websites for tracking-pixel and ADA-accessibility violations — the two legal exposures driving billions in settlements today — and delivers a pipeline-ready target list to the plaintiffs' firm every morning, scored and vertical-prioritized.
Open DemoIntake Triage
Case Intake Classifier
Every inbound intake call AI-scored in real time against case-type fit, statute of limitations, venue, and the firm's own historical take-rate. Replaces the junior-paralegal-reads-it-twice bottleneck that leaves 40% of revenue on the table at most plaintiffs' firms. First-in-market AI intake triage with a production feedback loop.
Open DemoReferral Engine
Co-Counsel Routing
Qualified leads outside the firm's own practice areas no longer get thrown away — they auto-route to a vetted co-counsel network with SLA tracking, fee-split documentation, and acceptance analytics. Turns “not our case” from a revenue leak into a referral P&L line that no legal-tech vendor has ever built.
Open DemoCompliance
Advertising Compliance Monitor
Every outbound advertisement auto-scanned against the 50-state bar-ad-rules matrix (TX, FL, CA most restrictive), with flagging, override log, and legal-review queue. Protects the firm from a disciplinary complaint that can shut down a practice overnight. No incumbent legal-tech vendor offers it — this is built in-house or it isn't done.
Open DemoAnalytics
Case-Value Dashboard
Per-channel, per-case-type, per-venue economics: cost per retained case, settlement-value-weighted, by time-to-close. The first media-planning tool for plaintiffs' firms that answers “what do we kill and what do we feed” the way a Fortune 500 CMO would run it.
Open DemoWant a live walkthrough? Every platform here runs in production today. Reach out for a 30-minute screenshare on your portfolio's specific question.
Book a WalkthroughGet in Touch
Start a Consulting Conversation or Request Media Availability
- tjd@tomdonohoe.com
- Phone
- 412-925-5163
- /thomasjdonohoe