Questions, answered.

No. Your data is yours — period. We never sell, share, or aggregate customer data across accounts. Each account is logically isolated.

Only users you explicitly invite. Admins control access. Investors see only the portfolio companies you assign to them — nothing else.

Yes. All data is encrypted in transit (TLS 1.2+) and at rest (AES-256). We use enterprise-grade infrastructure with SOC 2 compliance on the roadmap.

Anytime. Full data export on request. If you cancel, data is permanently deleted within 30 days — or sooner if you ask.

Any PE-backed trade service roll-up — HVAC, plumbing, electrical, pest control, fire protection, landscaping, restoration, and more. If your portcos have trucks and technicians, we're built for you.

No. Self-service signup, no sales calls. You'll have your dashboard running in minutes.

Our AI analyzes your portfolio's vendor spend, KPI goals, and market benchmarks to surface specific savings opportunities. When we find a better vendor match, you can request a warm introduction with one click.

Billing stops immediately. Your data stays available for export for 30 days, then it's permanently deleted. No lock-in, no penalties.

Yes. RollForge integrates directly with ServiceTitan via their OAuth2 API. Once connected, we pull your portco's data every night automatically — no CSV uploads, no manual entry.

What we pull nightly: Jobs completed, revenue from job invoices, average ticket size, technician count, and jobs per tech per day.

Data is read-only. RollForge never writes to your ServiceTitan account. Credentials are encrypted at rest with AES-256-GCM. Connect at: Dashboard → Company Settings → Integrations → Connect ServiceTitan.

Three values from ServiceTitan → Admin → App Registration: your Tenant ID, App ID (client ID), and App Secret (client secret). RollForge validates them before saving anything.

No. Once connected, KPI and revenue data flows automatically each night. API-synced data shows a ⚡ icon in the dashboard. You can still upload CSVs for historical data or metrics not covered by the API (like COGS and OpEx breakdowns).

They're great tools for running a single company. RollForge is built for the PE operating partner managing 10–50+ portfolio companies — unified dashboards, cross-portco benchmarking, AI-driven vendor intelligence, and investor reporting. At 10x lower cost.