We Built This Practice Around One Problem PE Firms Keep Having
Portfolio companies with broken revenue operations. Unreliable data. No cross-portfolio visibility. We've spent 15 years solving this problem — first inside companies, then as the outside expert PE firms call when they need it fixed in 100 days.
Geoff Tucker
Founder & PE Portfolio Operations Specialist
Geoff Tucker has spent 15 years at the intersection of CRM technology and business operations — first leading revenue operations inside high-growth companies, then as the specialist PE operating partners call when their portfolio companies' systems are holding back value creation.
His approach is built for PE timelines and expectations: structured, milestone-driven, and focused on measurable business outcomes — not technology for its own sake. Every system he builds is designed to produce the metrics operating partners track and the reports investment committees need.
As a certified HubSpot administrator, Geoff has led 50+ implementations across PE-backed portfolio companies spanning healthcare, insurance, manufacturing, SaaS, and professional services. His PE-standard playbook — refined across these engagements — is what makes each subsequent deployment faster and more predictable.
Curious About Your Implementation's Health?
Before working together, Geoff recommends taking our assessment to identify your biggest operational gaps and growth opportunities.
Take the Operations AssessmentCore Expertise
Core Specializations
15+
Years Experience
50+
Successful Implementations
50+
Clients Served
98%
Client Satisfaction
Certifications
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.