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