We help media and technology companies turn attention into enterprise value.
From platforms to studios, independents to enterprises and their investors, Owl & Co combines intelligence, operating judgment and industry relationships to drive growth, unlock strategic options, and move faster than consensus.
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Our work is supported by a global network of experts, advisors, and data partnerships across streaming, content, technology, and finance, and guided by our proprietary Streaming Enterprise ValueTM (SEV) business intelligence service across five focused service areas.
Creative Alpha™ ️
Where creative judgment meets enterprise value
We help companies bridge the gap between “gut feeling” and data-informed content investments. Through Creative Alpha, we blend creative judgment with proprietary and licensed data to guide content portfolios, IP strategy, and product decisions, ensuring investment translates into engagement, monetization, and long-term value.
Application areas: Content and IP portfolio strategy, slate optimization, format and product innovation, green light frameworks and performance modeling, ROI-driven creative decision-making
Growth & Monetization
Increasing time spent, turning it into revenue and enterprise value
We help companies grow revenue, improve unit economics, and make engagement durable through our advisory services Top Line AlphaTM and Engagement AlphaTM.
Our work focuses on mechanics that compound: cohorts that deepen usage, pricing that
captures value, and monetization models that scale without sacrificing margin.
Our work focuses on mechanics that compound: cohorts that deepen usage, pricing that
captures value, and monetization models that scale without sacrificing margin.
Application areas: Monetization and pricing strategy, free and freemium funnel optimization, subscriber acquisition and retention, churn reduction and LTV growth, yield optimization across platforms, cohort analysis and micro-targeting, market and category expansion
Platform & Distribution Strategy
Navigating the own-versus-rent decisions that define competitive position
We help companies make the right platform choices and structure deals that maximize optionality. Own or rent? Guarantees or asymmetric upside? Audience, prestige, or revenue?We model the trade-offs and quantify what matters for your specific situation and go-to-market strategy.
Application areas: Platform economics and selection, deal structuring, distribution, go-to-market strategy for new platforms, free and paid monetization, bundling and aggregation strategy, international expansion.
Vertical AlphaTM
Strategic advisory for vertical video and emerging formats
Owl & Co was the first consulting firm to identify Vertical Video as a third audiovisual language worth $100B+. Through Vertical AlphaTM (and its related services Streaming AlphaTM and Podcast AlphaTM) we combine real-time data from our Vertical Video Index with our prior operating + founder experience in TV and emerging formats to deliver GTM strategies and execution.
Application areas: Vertical video and short drama strategy, portfolio optimization and creator selection, streaming platform advisory for IP owners, podcast network optimization, format innovation and early opportunity assessment
Enterprise Value Planning & Transformation
Strategic roadmaps for exits, financing, and transformation
We help leaders and investors navigate high-stakes moments with clarity and speed, and prepare for them ahead of time. We support private equity sponsors and strategic buyers with commercial due diligence and value creation planning, while helping management teams execute exits, financing events, major partnerships, and transformation initiatives.
Application areas: M&A strategy and commercial due diligence, investment thesis development and value creation roadmaps, build vs. buy vs. partner analysis, strategic roadmaps for exits and financing, C-suite and board-level decision support, portfolio company transformation and capability building, AI strategy and implementation, competitive benchmarking, high-stakes negotiation strategy
Our work is outcome-driven.
Through our Build Backwards methodology, we help clients create alpha across one or more of these services, starting with your target outcome (a product launch, acquisition, exit, financing, or major commercial outcome) and working backward to the moves that matter.
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