Vokal

Value Creation · Digital Value Creation Plan

Get clarity and confidence with a Digital Value Creation Plan.

At any stage of a company's life, a DVCP is a focused, rigorous way to cut through complexity and identify growth blind spots and tech inefficiencies. It gives leadership clarity on what's working, what's not, and where to invest next for measurable returns. It is the plan our agency teams then execute against.

01The DVCP

How a DVCP works.

Every DVCP is led by senior Vokal strategists, with practice leads from performance marketing, brand and data + tech. They interview your team, review the data and write the plan.
01

Digital Scorecard

Fourteen audits across four PE categories: Digital Maturity, Revenue Acceleration, EBITDA Expansion and Data & AI Readiness. Each scored 1 to 10 and benchmarked against competitors.

02

Opportunity Sizing

We map the highest-value opportunities in each category, tie them to operating drivers in a value driver tree, and size the upside in a value bridge to target run-rate EBITDA.

03

Value Creation Plan

Value drivers, a cross-category opportunity matrix, and a sequenced multi-year roadmap with initiative sizing, payback and owners, built to the hold period.

02The scorecard

Four PE categories. Fourteen audits.

We score each business 1 to 10 in four categories that map to risk, revenue and EBITDA, plus the state of its data and AI. Every audit comes with highlights, a competitor benchmark and recommended next steps.
01Risk

Digital Maturity

4.5/10

  • Martech4
  • Brand6
  • Operating Model3
  • Performance Management5
02Revenue

Revenue Acceleration

5.3/10

  • SEO / AEO / GEO5
  • Paid Media7
  • Content Marketing4
03EBITDA

EBITDA Expansion

4.5/10

  • Website Conversion3
  • Customer Loyalty4
  • Email & CRM5
  • Customer Support6
04EBITDA

Data & AI Readiness

4.7/10

  • Analytics & Data4
  • AI Readiness2
  • AI Use Case Opportunity8

Digital Maturity. The systems, brand and operating discipline that determine whether digital investment can compound. Covers the martech stack, the brand platform, ownership of digital outcomes, and how performance is measured and managed.

1–3 Below category average4–5 At category average6–7 Above average8–10 Best in class

Illustrative scores · benchmarked against competitors

03The value bridge

Sizing the upside.

The value bridge walks from run-rate EBITDA today to the target in the exit year. It shows where each dollar of upside comes from, which category it sits in, and what it costs to capture, so the plan can be underwritten like any other part of the deal.
$25.0M
+$3.5M
+$2.8M
+$1.5M
−$1.8M
$31.0M

Current run-rate EBITDA (base year)

Revenue Acceleration

EBITDA Expansion

Data & AI Readiness

Digital investment + run-rate cost

Target run-rate EBITDA (exit year)

Illustrative · $M run-rate EBITDA · net of investment

01

Base year

Current run-rate EBITDA, the same starting point as the deal model.

02

Category uplift

Initiatives in each category, sized through the operating drivers they move: traffic, conversion, value per customer, cost to acquire and cost to serve.

03

Cost to capture

The investment and run-rate cost it takes to deliver those initiatives, netted out so the upside is real.

04

Exit year

Target run-rate EBITDA at exit: the number the next buyer applies a multiple to.

The readout

Board-ready. Leadership leaves with a plan they can fund and a team that can run it.

    01

    Executive Summary

    Category scores, the maturity heatmap and the value bridge.

    02

    Digital Thesis

    Where digital value sits and the value driver tree that moves EBITDA.

    03

    Scorecard + Audits

    Fourteen audits with highlights, benchmarks and action steps.

    04

    Competitive Landscape

    Category-by-category benchmark against competitors.

    05

    Value Creation Plan

    Opportunity matrix, multi-year roadmap and initiative sizing.

04Our platform

How our team uses Vantage85.

Vantage85 is the proprietary platform our strategists work in on every DVCP. It holds the business profile, the competitive set, third-party data and the documents you share, from CIMs and P&Ls to performance reports, so every audit is grounded in real numbers. Our team runs the fourteen audits, scores each category, and builds the value drivers and roadmap with your leadership.
Vantage85

Business ProfileIllustrative

Business model

Omnichannel B2C, multi-region footprint

Offerings

Broad catalog across core categories

Value proposition

Premium quality at accessible prices

Competitors

3 benchmarked, 2 digital-native

Built by our strategists from site review, CIM + P&L

The platform keeps the work consistent and traceable. The judgment and the recommendations come from our team.

05PE lifecycle model

We meet you at any stage.

We partner with sponsors and portfolio leadership across the full investment lifecycle to drive measurable growth, de-risk investment theses and prepare assets for a premium exit.

Where we plug in

Agency teams execute across performance marketing, creative and data + tech.

06From growth to premium exit

Preparing for exit.

01

Reduced buyer risk

Digital maturity signals operational discipline, giving buyers confidence in scalability and sustainability.

02

Attractiveness through transparency

Clear KPI dashboards and scalable infrastructure showcase predictable growth with less risk.

03

A growth narrative buyers pay for

We help sponsors write the next growth narrative, the one buyers will pay a premium for.

07Questions

Common questions about the DVCP.

What is a Digital Value Creation Plan (DVCP)?

A DVCP is Vokal's assessment of a company's digital business and the plan to improve it. We score fourteen audits across four PE categories (Digital Maturity, Revenue Acceleration, EBITDA Expansion, and Data & AI Readiness), benchmark the business against three competitors, size the upside in a value bridge to run-rate EBITDA, and lay out a sequenced roadmap for the hold period.

When in the investment lifecycle is a DVCP useful?

At any stage. Before an LOI, we produce an outside-in digital thesis and scorecard with no data access required. After the LOI, a full DVCP adds data access, stakeholder interviews and value driver mapping. During the hold it becomes the operating plan, and ahead of exit it supports exit readiness and the growth narrative buyers underwrite.

What does Vokal need from the company?

Nothing for a pre-LOI readout. For a full DVCP we work from access to the company's data and platforms, documents like the CIM, P&L and performance reports, and interviews with the leadership team.

What happens after the DVCP?

Leadership gets a board-ready readout: scorecard, competitive benchmark, sized value drivers and a sequenced roadmap. From there Vokal can advise only, execute only, or run the full plan with our performance marketing, brand + creative and data + tech teams.

How is Vokal different from a consultancy or an agency?

Strategy firms hand off a plan and leave, and agencies execute without owning the outcome. Vokal does both: our advisory practice sets the plan and our agency teams carry it out, reporting in the terms a sponsor uses, like EBITDA, CAC payback and exit multiple.

What is Vantage85?

Vantage85 is Vokal's proprietary platform for running DVCPs. It holds the business profile, competitive set, third-party data and company documents so every audit is grounded in real numbers. Our strategists run the audits and build the plan; the platform keeps the work consistent and traceable.