Welcome to SmartBug on Tap! In this episode, "Maximizing Portfolio Oversight: How Private Equity Firms Can Leverage HubSpot for Growth and Transparency," SmartBug's VP of Marketing Paul Schmidt and Senior Director of Channel Sales Casey Peddicord take a deep dive into how private equity firms streamline reporting, reduce inefficiencies, and drive portfolio-wide growth using HubSpot. Paul and Casey break down how private equity firms are overcoming fragmented tech stacks, manual reporting, and siloed data by using HubSpot as a single source of truth.
📚 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
💡 Key Highlights and Moments
[00:24] Why fragmented data and siloed tech stacks plague most PE firms
[01:24] What HubSpot really is (and how it evolved beyond marketing)
[02:35] Top tech challenges PE firms face when managing multiple portcos
[04:51] Misconceptions PE firms have about HubSpot versus PE-specific software
[06:49] Why CRM adoption is becoming essential in private equity
[08:36] Four common HubSpot setup models for PE firms
[12:15] How to choose the right portal structure
[14:50] Considering integrations such as NetSuite, QuickBooks, and Salesforce when structuring HubSpot
[17:19] How AI agents and automation inside HubSpot can improve visibility and efficiency
[19:50] Setting up user permissions, views, and customized reporting structures
[22:47] Real-world case study: How a PE firm unified five portcos into one HubSpot instance
[26:32] Timeline for a full migration project across multiple companies
[28:26] How to support different sales models (B2B, D2C, B2C) in one HubSpot portal
[30:59] First steps for PE firms exploring HubSpot
[32:03] How SmartBug delivers white-glove HubSpot implementations for PE firms
🚀 Connect with our experts:
👉 Contact SmartBug: https://www.smartbugmedia.com/contact-us
👉 Contact Paul: pschmidt@smartbugmedia.com
👉 Contact Casey: cpeddicord@smartbugmedia.com
Relevant Resources