Conduct a comprehensive audit across portfolio companies to map current SaaS tools, data flows, and GTM workflows. Identify integration gaps and establish a unified automation strategy leveraging CRM and marketing automation platforms like Salesforce, Marketo, and SalesLoft already present in the stack.

Implement an automated system that consolidates pipeline and revenue data from multiple portfolio CRMs into a single dashboard, enabling real-time forecasting and cross-company benchmarking for leadership.

Reduces manual data consolidation by 90%, saving 8–12 hours/month per portfolio ops lead. Faster, more accurate forecasting supports better strategic capital deployment and can improve portfolio-wide forecasting accuracy by 15%+.

Deploy automated, standardized lead routing and lifecycle management workflows across all portfolio companies, ensuring consistent qualification, assignment, and follow-up. Integrate with core CRMs and communication tools to enforce best practices.

Portfolio companies see 12–20% higher conversion from lead to opportunity due to consistent process. Automation eliminates 5–8 hours/week of manual coordination per company, supporting rapid scaling without loss of sales velocity.