Built for PE-backed trade service roll-ups — HVAC, plumbing, electrical, and beyond. Every tier is built to return more than it costs — often by a factor of 3–10×.
Adjust the sliders to match your portfolio. Live math — no forms, no sales calls required.
7-day free trial — credit card required. No charge until Day 8. Cancel anytime for a full refund.
7-day free trial · No charge until Day 8
7-day free trial · No charge until Day 8
| Feature | Platform $2,500/mo |
Portfolio $7,500 + $400/portco |
Enterprise Custom |
|---|---|---|---|
| Portfolio Management | |||
| Portfolio companies | Up to 3 | Unlimited | Unlimited |
| Portfolio Operations Dashboard (unified KPIs) | ● | ● | ● |
| CSV + manual data ingestion | ● | ● | ● |
| ServiceTitan integration (daily auto-sync of jobs, revenue & KPIs) | ● | ● | ● |
| Unlimited team members | ● | ● | ● |
| Reporting & Analytics | |||
| Standalone company reports (P&L, KPIs, trends) | ● | ● | ● |
| PDF export | ● | ● | ● |
| Consolidated portfolio reporting + percentile rankings | — | ● | ● |
| Automated monthly reports (branded PDF to team & investors) | — | ● | ● |
| Investor Access Portal (read-only, scoped) | — | ● | ● |
| Custom reporting + white-label options | — | — | ● |
| AI Operations | |||
| AI Operations Audit | ● | ● | ● |
| AI executive summaries + risk/opportunity flags | — | ● | ● |
| KPI goal setting + trajectory projections | — | ● | ● |
| Cross-portco benchmarking with AI recommendations | — | ● | ● |
| Vendor & Market Intelligence | |||
| Vendor management + contract renewal alerts | — | ● | ● |
| Market intelligence (spend benchmarking, savings tracker) | — | ● | ● |
| Integrations | |||
| Multi-platform support | — | — | ● |
| API integrations (ServiceTitan, FieldEdge, Housecall Pro) | — | — | ● |
| API & Data Exports | |||
| REST API v1 (portcos, KPIs, scores, pipeline, compliance) | — | — | ● |
| Webhooks — real-time events, HMAC signed, auto-retry | — | — | ● |
| Scheduled CSV exports (S3, SFTP, direct download) | — | — | ● |
| Snowflake / BigQuery / Fivetran / Airbyte compatible | — | — | ● |
| Support & Compliance | |||
| Support SLA | 2 business days | Same-day | Custom SLA |
| Dedicated CSM | — | — | ● |
| SOC 2 compliance | — | — | ● |
Day-one standardization is 10× cheaper than retrofitting six months in.
Multi-platform PE firms, family offices, and holding companies with complex integration needs. We’ll scope your requirements and respond within one business day.
We’ll reach out within one business day with pricing and next steps. Check your inbox.