Every business you buy lands on one account, one data model, and one report your team can trust.
Built for portfolios where the businesses share a buyer universe and a central team owns the system. We connect every acquisition to the same account, the same definitions, and the same reporting, so you see the whole portfolio on one set of numbers and each new deal comes online faster than the last.
For PE firms and holding companies running, or building, a portfolio of similar businesses on one HubSpot account.
What you get
Your central RevOps function runs one system instead of learning a new one for every acquisition.
Every business reports the same way, so you can compare performance across the portfolio without translating anyone's numbers first.
Referrals between businesses show up in the data instead of over Slack, so cross-sell stops being a guess.
Because the pattern repeats, each new acquisition goes live faster and lighter than the one before it.
What actually happens
Every business lands on the same account and the same data model, so one dashboard compares them all.
Who this is built for
Tick whatever is true of your portfolio today. We'll tell you straight whether this is the right one.
That's the white-glove pattern instead. See platform roll-ups and integrations
What this looks like in production
Supreme Group ran five healthcare and life science marketing businesses in one portal, with five ideas of what a deal was. We rebuilt the data model and retrained the teams. Three months after relaunch, nine businesses ran inside it, reporting on the same definitions.
Read the Supreme Group case study →How to self-select
Not sure which one you need? Start here.
All three connect every business you own to one standard. They differ in architecture and in who does the work. Here's how the businesses you've bought, and the team you have, decide it for you.
White-Glove Platform Roll-ups & Integrations
Standardized Roll-up
Advisor
Still deciding whether to buy the company at all? That's a separate engagement: RevOps & CRM Due Diligence, run before you close.
Talk to us about your portfolio.
Bring the businesses you've already bought and the ones on your roadmap. We'll tell you if one account is the right shape or if you need to keep operating companies separate.