Maximizing Portfolio Oversight: How Private Equity Firms Leverage HubSpot for Growth + Transparency
SmartBug on Tap
Take a deep dive into how private equity firms are streamlining reporting, reducing inefficiencies, and driving portfolio-wide growth using HubSpot.
This episode features an insightful conversation between Paul Schmidt, SmartBug’s VP of Marketing, and Casey Peddicord, Senior Director of Channel Sales, breaking down how private equity firms are overcoming fragmented tech stacks, manual reporting, and siloed data by using HubSpot as a single source of truth.
🎤 Speakers
Paul Schmidt (Host)
VP of Marketing at SmartBug Media
pschmidt@smartbugmedia.com
Casey Peddicord (Guest)
Senior Director of Channel Sales at SmartBug Media
cpeddicord@smartbugmedia.com
📚 What You’ll Learn
✅ The top data and operational challenges private equity firms face today
✅ How to structure HubSpot portals across multiple portfolio companies
✅ Whether to use business units, multiple portals, or a mothership portal
✅ How centralized dashboards unlock better decision-making
✅ Real-world setup examples and reporting strategies that drive ROI
✅ How AI and automation are transforming oversight and support across portcos
📣 Want to Learn More About HubSpot for PE?
Schedule a free consult to speak with a SmartBug strategist and discover how you can streamline portfolio oversight, unify tech stacks, and drive scalable growth.
👉 Contact us: https://www.smartbugmedia.com/contact-us
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