Your Portfolio Companies Are Leaking Revenue. We Fix That in 100 Days.
PE operating partners hire us when their portcos can't produce a reliable pipeline report, their CRM data is a mess, and board reporting takes weeks instead of minutes. We standardize revenue operations across your portfolio — typically recovering $1M-2.5M in annual value per portco through pipeline visibility, shorter sales cycles, and clean data that actually supports board decisions.
100 Days
From operational chaos to investor-ready reporting
$1M–2.5M
Average annual value recovered per portco
DOES THIS SOUND FAMILIAR?
The Problems Nobody Tells You About Until After Close
Start Here
How Healthy Is Your Portfolio Company's CRM?
Our free Portfolio Health Score benchmarks CRM maturity across five dimensions. Seven minutes. No email required. Instant results with a prioritized action plan.
The 100-Day Framework
Audit (Days 1-14)
We assess your portco's current systems, data quality, team capabilities, and operational gaps against PE growth expectations. You get a scored assessment and prioritized roadmap.
- ✓5-dimension CRM maturity scorecard
- ✓Data quality audit (duplicate rate, fill rates, decay)
- ✓Vendor & integration dependency map
- ✓Prioritized 90-day investment roadmap
Architect (Days 15-30)
We design the target-state system — data architecture, pipeline configuration, integration plan, and reporting templates — using our PE-standard playbook adapted to your portco's specific needs.
- ✓Pipeline stage definitions with exit criteria
- ✓Custom property architecture (~40-60 fields)
- ✓Integration blueprint (ERP, marketing, support)
- ✓Board-ready reporting template pack
Build (Days 31-70)
We configure HubSpot, migrate and clean data, build automations, and deploy integrations. Your team has working systems to use, not a deck to read.
- ✓Clean migrated data (typically 20-40% record reduction)
- ✓15-25 automated workflows
- ✓Live dashboards: pipeline, velocity, forecast accuracy
- ✓Integration deployment & testing
Enable (Days 71-100)
We train your team by role, document everything, and transition to a 90/10 model where your internal team runs 90% of operations independently. You get a self-sufficient portco, not a consulting dependency.
- ✓Role-based training (sales, marketing, ops, leadership)
- ✓Complete system documentation & SOPs
- ✓30-day post-engagement support window
- ✓Quarterly review cadence established
THE TRANSFORMATION
What Changes in 100 Days
Before
Day 0 — Post-acquisition reality
3 different definitions of 'qualified'
Duplicate rate, missing fields, stale records
Manual spreadsheet compilation
Gut feel, not data
Team tracks deals in spreadsheets
After
Day 100 — Investor-ready operations
Single source of truth across portcos
Clean records, enforced properties
Live dashboards, one-click export
Data-driven weighted pipeline
Team trained by role, process enforced
Results Across PE-Backed Portfolio Companies
47%
Increase in qualified pipeline
PE-Backed Audio Visual Equipment Wholesaler
28%
Shorter sales cycle time to close
PE-Backed Multi-National Insurance
35%
Close rate improvement
PE-Backed SaaS Healthcare
Fragmented → Unified
Revenue Operations Visibility
92%
Data Quality Score
Repeatable Playbook
Portfolio Standardization
How We Help PE Operating Partners
Every engagement is scoped to your portfolio's specific situation.
What We Do
Portfolio CRM Assessment
We audit CRM maturity, data quality, and operational readiness across your portfolio and deliver a prioritized investment roadmap.
New Platform Deployment
We deploy HubSpot from scratch using our PE-standard playbook. Pipeline visibility in 30 days. Full deployment in 100.
Implementation Rescue
We audit, fix, and optimize underutilized or misconfigured HubSpot implementations — often the highest-ROI engagement.
Post-Acquisition Integration
We handle data migration, process alignment, and team training so bolt-on acquisitions don't stall your value creation timeline.
A Repeatable System for Portfolio Revenue Operations
Assess
We audit each portco's CRM maturity against PE growth expectations using a structured five-level framework. You get a scored assessment across 5 dimensions with a prioritized investment roadmap — not a generic recommendations list.
Standardize
We deploy a proven HubSpot configuration — consistent data architecture, pipeline stages, and reporting templates — so every portco speaks the same operational language. Typical result: 92% data quality score and board reporting in minutes, not weeks.
Scale
The playbook works across your entire portfolio. Each subsequent implementation is 30-40% faster and produces comparable data, giving you true cross-portfolio visibility and apples-to-apples benchmarking.
PE Revenue Operations Insights
Research and frameworks for operating partners managing portfolio company operations.
Why 64% of PE Portfolio Companies Fail at HubSpot
The implementation patterns that destroy ROI — and how to avoid them.
Pillar GuideThe Complete HubSpot Guide for PE Operating Partners
Everything you need to evaluate, implement, and optimize HubSpot across your portfolio.
Free ToolPortfolio Company Revenue Operations Health Score
Benchmark your portco's CRM maturity in 7 minutes. Free, instant results.
What Portfolio Company Leaders Say About Working With Us
Proven Results
“He has been more than a HubSpot expert; I consider him a valuable and trusted partner. He's reliable, honest, passionate, committed, and reasonable. He's gone the extra mile to learn about our business and possesses the ability to plan, implement, manage, and report on projects.”
Jeremy S.
Director of Marketing, PE-Backed Home Goods Manufacturer
“He audited the account and asked questions about our goals. This led to a checklist of things to delete, records to enrich, and dashboards to build. The best part is that Geoff is a great teacher. We've learned how to use our CRM to look more cohesively at our paid ads, inbound marketing, website, and sales pipeline.”
Dan G.
Director of Marketing, Growth-Stage App Development Company
“His profound knowledge and expertise in navigating HubSpot's functionalities have been nothing short of transformative for our operations. What sets Geoff apart is not just his professional acumen but his personal qualities. He is kind, easy to work with, and remarkably adaptable.”
John L.
COO, PE-Backed Healthcare SaaS Company
Frequently Asked Questions
See Where Your Portfolio Companies Stand
Our free Portfolio Health Score benchmarks your portco's CRM maturity across five dimensions in under 7 minutes. No email required. Instant results.
Take the Portfolio Health ScoreWe take on 3 new portfolio engagements per quarter to maintain delivery quality.