Every operating company keeps running its own way. You still get one number for the whole platform.
Built for multi-entity platforms where each operating company has a different sales motion and a real P&L to protect. Each one keeps its own portal. We connect them underneath, to a parent account and your ERP, so you see one number for the whole platform without breaking anyone's quarter.
For multi-entity platforms and their operating partners, running or building a portfolio on HubSpot.
What you get
Closed revenue and contract changes land in your ERP without anyone rekeying a number.
Each business keeps its own portal and its own way of selling, connected up to the parent. Nobody has to abandon a working process on day one.
A single roll-up view across every operating company, updated automatically instead of assembled by hand before the board meeting.
New operating companies migrate in waves, so the newest deal never disrupts the quarter of the one before it.
What actually happens
Each operating company keeps its own portal. The parent holds the portfolio view and feeds the ERP.
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 standardized roll-up instead. See standardized roll-ups
What this looks like in production
Herringbone Digital is a rollup of six marketing and advertising companies. Each keeps its own portal and its own way of selling. The parent account holds the portfolio view and feeds the ERP. Migrations run in waves so nobody's quarter gets interrupted.
See the pattern on our PE overview →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 platform.
Bring the operating companies as they actually are, the systems each one runs today, and where the ERP needs to sit. We'll tell you whether this architecture fits or whether the standardized roll-up is the better call.