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For PE Firms · Standardized Roll-up

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. Every acquisition moves onto the same account, the same definitions, and the same reporting, so each new deal is faster and lighter to bring online than the last one.

For PE firms and holding companies running, or building, a portfolio of similar businesses on one HubSpot account.

What you get

Apples-to-apples reporting

Every business reports the same way, so you can compare performance across the portfolio without translating anyone's numbers first.

One login, one team

Your central RevOps function runs one system instead of learning a new one for every acquisition.

Cross-sell you can see

Referrals between businesses show up in the data instead of over Slack, so cross-sell stops being a guess.

Faster onboarding

Because the pattern repeats, each new acquisition goes live faster and lighter than the one before it.

What actually happens

Business 1
Business 2
Business 3
Business 4
One account
One data model
One dashboard
Every business, compared the same way

Every business lands on the same account and the same data model, so one dashboard compares them all.

Who this is built for

This fits when0 of 4
This isn't the fit when0 of 3

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

9
Businesses running in one shared portal

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.

Most operating partners arrive not knowing which of the three fits. Here's how the businesses you've bought, and the team you have, decide it for you.

Highest touch

White-Glove Platform Roll-ups & Integrations

Best whenOperating companies sell differently and need to keep it, with an ERP at the center.
SpeedSlower, run in waves. Each operating company migrates on its own timeline.
Who's in control day to dayEach operating company keeps its own portal and its own team.
Main disqualifierSkip this if you want one login and one report from day one.
See this offering →
Templated

Standardized Roll-up

Best whenBusinesses share a buyer universe and a central team will own the system.
SpeedFaster and lighter. The pattern repeats, so each new business goes live quicker than the last.
Who's in control day to dayEveryone moves onto one shared account and one data model.
Main disqualifierSkip this if operating companies need to keep separate P&Ls and separate systems.
You're looking at this one
Lowest cost

Advisor

Best whenYou have an internal team who can execute the build week to week.
SpeedDepends on your team's bandwidth. We direct the pace, we don't control it.
Who's in control day to dayYour team builds it. We hand over the playbook and run the weekly working session.
Main disqualifierSkip this if your team is already stretched and can't take on a build.
See this offering →

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.

Schedule a ConversationCompare all three PE offerings