What kind of results do PE portfolio companies typically see?

Outcomes vary by engagement type, but common results include 40-50% pipeline growth, 80-95% process automation, 100% team adoption, and investor-ready reporting within the 100-day framework.

Do you work with portfolio companies of all sizes?

We've worked with PE-backed companies ranging from specialized SaaS platforms to $1B+ revenue enterprises. The playbook scales — the data architecture and reporting framework adapt to complexity.

Results

PE Portfolio Company Transformations

Real outcomes from PE-backed portfolio company engagements. Pipeline visibility, operational efficiency, and measurable business impact — documented with specific metrics.

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PE-Backed Manufacturing & Distribution6-Month Implementation

$100M Annual Revenue

47%Pipeline Growth

15% Order Size Increase1 Week Cycle Reduction100% User Adoption

Transformed sales operations from manual processes to a unified HubSpot implementation with real-time dashboards and 100% team adoption.

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PE-Backed Financial Services6-Month Engagement

$1B+ Annual Revenue

100%User Adoption

85% Process Efficiency90% Report Automation

Complete HubSpot Sales Hub implementation replacing spreadsheet-based deal management with real-time dashboards and automated workflows.

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PE-Backed Technology / Healthcare9-Month Engagement

Specialized Medical SaaS

20+KPI Dashboards

65% Lead Quality Focus40% Journey Visibility3x Data-Driven Decisions

Comprehensive reporting suite with 20+ dashboards providing real-time visibility into customer journey stages and lead quality metrics.

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PE-Backed Manufacturing / Premium ProductsOngoing Partnership (2022-Present)

$100M+ Multi-State Operations

100%Digital Transformation

100% Form Integration95% Process Automation80% Efficiency Gain

Complete digital transformation including HubSpot form integration, automated territory mapping, and integrated digital catalog with lead registration.

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Professional Services & Consulting9-Month Engagement (Ongoing)

Multi-Practice Platform Company

6moBroken Integration Fixed

5+ Executive Dashboards6 Practice Area Campaigns100% On-Time MVP Launch

Rescued a failed HubSpot implementation, resolved a 6-month-old NetSuite integration failure, and delivered a clean CRM MVP on a hard deadline — then expanded into automated pipeline analysis and cross-functional approval workflows.

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PE-Backed Healthcare / Diagnostics5-Month Engagement (Ongoing)

Specialized Diagnostic Testing

3-TierForm Stack Deployed

340+ Contacts CleanedHIPAA Compliance BuiltNetSuite Sync Live

Emergency knowledge transfer from a retiring engineer, HIPAA-compliant 3-tier form architecture for real-time patient eligibility, and bi-directional HubSpot-NetSuite integration — delivered while launching a major partner channel on a hard deadline.

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B2B Wholesale Distribution13-Month Engagement (Ongoing)

Multi-Branch Regional Distributor

20+Automated Workflows

100% Sage Data Synced10+ Reps Trained$800/mo Cost Avoided

Built a modern CRM from scratch for a multi-branch distributor on legacy ERP — Sage bi-directional integration, branch dashboards, RMA ticketing, dealer onboarding, and a reactivation pipeline, all cost-engineered to avoid unnecessary platform spend.

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We take on 3 new portfolio engagements per quarter to maintain delivery quality.