Rollup Services
Multi-entity revenue operations from post-close integration through multi-year operating partner support. Unified visibility across portfolio companies, a repeatable integration playbook, and the named operating team your portfolio would build internally if it had the headcount.
Schedule a ConversationIntegration first. Operating partner ongoing.
Tier 1 unifies the portfolio post-close. Tier 2 keeps the function running across acquisitions, exits, and the years in between. Click either tier to explore.
Unified revenue visibility across portfolio companies without forcing every company onto the same system.
- Multi-entity current-state assessment
- Unified data architecture with entity segmentation
- Cross-company association structures
- Consolidated board reporting
- Repeatable integration playbook for the next acquisition
- Board decks no longer take two weeks of manual reconciliation
- Each entity keeps working the way they work
- Cross-sell signals between portfolio companies surface for the first time
- Redundant tool licenses identified and consolidated
Supreme Group: 7 acquisitions, one HubSpot account.
Seven acquired companies. Seven CRMs. Unified into a single HubSpot platform in four months, with entity-level autonomy preserved and board reporting that no longer takes two weeks to reconcile.
"Seven acquisitions. Seven CRMs. One unified revenue platform in 4 months."
Rollup operators who have done the math.
Patterns we don't repeat.
Forced platform migrations
Each entity keeps the platform that works for them. We unify the data layer above the systems, not under them.
A different team every quarter
Same named operating partner across the engagement. The team that integrates entity one is the team that integrates entity five.
Board metrics that take two weeks to reconcile
Consolidated reporting is automated. Manual spreadsheet rebuilds at quarter-end are the problem we exist to remove.
Operating partner work that disappears between QBRs
On-call advisory between reviews. Your portfolio CROs reach us when the question comes up, not in the next scheduled call.
Tier 1 starts at $150,000.
Tier 1 integration: $150,000 to $250,000+, scoped to portfolio size and timeline. Tier 2 operating partner: multi-year retainer scoped to portfolio coverage. Both quoted on the first call.
If you bought the companies, you should be able to see across them.
Let's talk about your portfolio and where the integration work sits today.