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For PE Firms · Platform Roll-ups & Integrations

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. The roll-up view and the ERP feed run underneath, without anyone's quarter breaking.

For PE-backed platforms and operating partners running, or building, a multi-entity portfolio on HubSpot.

What you get

Portfolio visibility

A single roll-up view across every operating company, updated automatically instead of assembled by hand before the board meeting.

Operating company autonomy

Each business keeps its own portal and its own way of selling. Nobody has to abandon a working process on day one.

Finance integration

Closed revenue and contract changes land in your ERP without anyone rekeying a number.

Acquisition pace

New operating companies migrate in waves, so the newest deal never disrupts the quarter of the one before it.

What actually happens

ERP
NetSuite
Parent account
Portfolio roll-up
OpCo 1
own portal
OpCo 2
own portal
OpCo 3
own portal
OpCo 4
own portal

Each operating company keeps its own portal. The parent holds the portfolio view and feeds the ERP.

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 standardized roll-up instead. See standardized roll-ups

6
Operating companies on parent and child portals

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.

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.
You're looking at this one
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.
See this offering →
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 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.

Schedule a ConversationCompare all three PE offerings