ROI Calculator

What does your portfolio
stand to actually gain?

Input your portco count and revenue. See projected savings vs. RollForge cost — net value, ROI multiple, payback period — before you ever talk to sales.

Your Portfolio
Portfolio companies 8
150
Avg annual revenue / portco $8M
$1M$50M
Trade vertical mix
Net Annual Value
$0
savings − platform cost
0x
ROI multiple
0 mo
Payback period
Estimated Annual Savings Identified
Vendor consolidation $0
SG&A normalization $0
KPI improvement $0
Total annual savings $0
Savings vs. Platform Cost
$0
Savings
$0
Platform Cost
RollForge Annual Cost
Platform tier $0/yr
Monthly equivalent $0/mo
⭐ Recommended tier

Reference benchmark: The savings estimates are based on a $398K opportunity identified across a representative 8-portco portfolio with $65M total revenue ($8.125M avg/portco). This spans HVAC, plumbing, and electrical across two MSAs — 54 field technicians, three dispatch systems, no standardized pricebook.

Revenue scaling: We scale proportionally by average revenue per portco and by portco count. Higher-revenue portcos have disproportionately higher savings potential due to larger vendor spend and more complex SG&A structures.

Vertical adjustments: HVAC carries a +15% savings multiplier due to higher dispatch intensity and service agreement volume. Electrical is +8%, Plumbing is +5%. Mixed portfolio defaults to the weighted average (1.0×).

Savings breakdown: Vendor consolidation (35%) — multi-vendor contracts rationalized to preferred suppliers with PE negotiating leverage. SG&A normalization (30%) — back-office overhead standardized across portcos, eliminating redundant admin functions. KPI improvement (35%) — documented upside from dispatch efficiency gains, pricing discipline enforcement, and tech utilization improvements.

Conservative assumptions: All estimates reflect identified opportunity, not guaranteed capture. Actual realization depends on integration timeline, operator engagement, and market conditions. Most platforms capture 60–80% of identified value within 18 months.

Start 7-day free trial —
see your actual numbers.

The calculator uses portfolio-level benchmarks. Once you're in, RollForge runs your actual portco data and shows you exactly where the money is.

Start Free Trial → View all plans

Or email this analysis to yourself and a colleague →