Drive Portfolio Revenue With Operational Excellence
PE-backed companies need revenue systems that scale fast, report clean, and hold up through a transaction. We build the HubSpot and RevOps infrastructure that makes portfolio companies more valuable.
The PE portfolio revenue problem
Acquired companies rarely have the revenue infrastructure to match their growth targets.
Every portfolio company uses a different CRM, different pipeline stages, and different KPIs. Reporting across them is a nightmare.
Revenue systems were built to get to close — not to scale. Post-acquisition, they break.
The 100-day plan includes revenue growth targets. The underlying systems can't support them.
The solution
Revenue infrastructure built for PE-backed growth.
We come in at Day 1 or Day 100 and build the HubSpot infrastructure, RevOps process, and AI automation that portfolio companies need to hit their targets — and present clean revenue data at the next board meeting.
Use cases
What we build
HubSpot implementation or rebuild within the 100-day plan
Portfolio-wide CRM standardization and reporting normalization
RevOps process design aligned to EBITDA and ARR growth targets
AI automation that reduces headcount dependency in revenue ops
M&A integration playbooks for CRM and GTM system merges
Investor-grade revenue reporting built into HubSpot dashboards
Outcomes
What this produces
- Board-ready revenue reporting from Day 30 of ownership
- Portfolio companies on a single CRM standard with comparable metrics
- Revenue ops headcount held flat while pipeline grows
- A revenue infrastructure that holds up through the transaction process
Related services
How we deliver it
Private Equity Portfolio Growth