Your portfolio is connected and you can finally see it. Now someone has to keep every company in it growing.
A named operating partner across the portfolio, multi-year. Quarterly RevOps reviews for every company in scope, and on-call help for the people running revenue.
For PE firms and holding companies with agency, media, and professional services companies on HubSpot.
Direct linepe@mergeyourdata.comWe stay after the build, so the portfolio keeps moving.
Most portfolios get the integration done and then lose momentum. The roll-up connects every company and gives you one view. Then each company drifts back to running its own way, and a year later the board deck is being assembled by hand again.
An operating partner keeps that from happening. Every quarter we review each company in scope against the same levels, flag the ones slipping, and move each one up when it's ready. The team that connected the portfolio is the team that keeps it growing.
If you haven't bought yet, start with due diligence. If you've closed and the companies aren't connected yet, start with a roll-up. This is what comes after both.
Look before you buy. After close, connect and see. Then grow.
Operational Diligence Before Close
You're under LOI. You need operational risk visibility your accounting diligence won't surface. You have two to four weeks before the IC meeting.
- GTM modelICP alignment, segmentation, pricing, packaging.
- Marketing engineChannels, attribution, lead quality, demand performance.
- Sales operationTerritory, quota, comp effectiveness, ramp time, productivity distribution.
- Pipeline & forecastingStage definitions, conversion, velocity, forecast accuracy.
- Data & reportingWhat the system knows vs. what the board sees.
- Retention & expansionRenewals, expansion, churn, account health.
- Operating cadenceHow the work actually gets done day to day.
- HubSpot architectureWhat's wired correctly, what's leaking, what's overlapping.
- Sellability scoringAgainst PE-buyer criteria.
- Integration costA quantified estimate your IC can defend.
A fifteen- to twenty-five-page report, a sandbox HubSpot environment with findings annotated against the live system, and a debrief built around the questions your IC is going to ask. An integration cost line your deal model can defend.
$25,000 to $50,000, scoped by target size and deal complexity.
Integration After Close
You've closed. The deal model assumes integration synergies you now have to deliver. Your platform team is already running flat-out. You have six to twelve months before the next board update.
- GTM alignmentICP, segmentation, pricing, positioning on one model.
- Marketing integrationDemand programs on a shared system. Attribution that survives the merge.
- Sales unificationOne comp plan, one quota structure, one set of plays across both entities.
- Forecast harmonizationShared methodology and reporting cadence the board can hold both entities to.
- Retention alignmentRenewals and account growth on the same playbook across the portfolio.
- Reporting consolidationBoard metrics ladder cleanly. No reconciliation between data rooms.
- HubSpot consolidationSystem architecture, data, and configuration unified across entities.
- Operating cadencePipeline reviews, forecast calls, and QBRs running as one motion.
A unified revenue motion across both entities. The operational synergies your deal model promised. A system the post-close team can operate without us.
From $52,000 for a standardized roll-up or $95,000 for white-glove, plus a set fee per additional business.
Ongoing Portfolio Operating Partner
You have a Pro Services portfolio. The companies in it share the same operational patterns. Your internal value-creation team can't scale across all of them, and permanent headcount isn't the right answer.
- A named operating partner across the portfolio.
- Quarterly RevOps reviews per in-scope holding: GTM, sales productivity, marketing engine, forecast accuracy, retention, cadence.
- Real-time dashboards your value-creation team can pull at any moment.
- On-call advisory for portfolio CROs and Heads of Sales, without having to manage that relationship yourself.
- New acquisitions arrive with Tier 1 and Tier 2 work already absorbed.
- Cross-portfolio RevOps benchmarking.
- Operating playbook library spanning GTM, sales productivity, marketing, and retention that compounds across deals.
- Exit prep timed to the hold period of each holding, not scrambled six months before the data room opens.
Portfolio-level operating depth without portfolio-level headcount. Continuity from acquisition through exit on the RevOps work that moves enterprise value.
Annual retainer scoped to portfolio size and engagement intensity. Quarterly upfront billing. Equity available selectively in platform companies where we play a 3+ year operating role.
What you won't experience with us.
A deck instead of operational ground truth.
Our diligence reports run on real data pulled from the target's live system. Your IC can defend the integration cost line.
A senior partner who sold you, then disappeared.
The three people on your Tier 1 are the three on your Tier 2 are the three on your Tier 3. Same faces across the full deal lifecycle.
A team that has to learn your portfolio from scratch.
When we move from diligence to integration to operating partner work, we're continuing the same engagement at a higher altitude. No relearning.
A request for permanent headcount budget.
We're an external operator on retainer or fixed scope. Your value-creation team doesn't grow to accommodate us.
Generic RevOps applied to professional services.
Pro Services revenue operates differently. Project-based revenue, utilization, partner channels, reputation-driven inbound, founder-influenced deals. The patterns are specific. So is the methodology.
Activity dressed up as outcome.
We measure ourselves on whether the operation still holds a year after we hand it back. Workshops and decks don't count toward that.
How to reach us.
PE firms with Pro Services portfolio interests, reach out directly. Diligence on a new target, integration on a recent close, or ongoing operating partner support.
pe@mergeyourdata.comYour first conversation is a thirty-minute call. You walk us through the deal context, the operational scope, and the timeline. We'll either send a proposal or say on the call that we're not the right firm. Either way, you'll leave with operational clarity you didn't have walking in.
Our main work is with revenue leaders at agency, media, and professional services firms on HubSpot, one level at a time. To see how that works for a single firm, visit the main site.