Maximizing Portfolio Oversight: How Private Equity Firms Leverage HubSpot for Growth + Transparency

Take a deep dive into how private equity firms are streamlining reporting, reducing inefficiencies, and driving portfolio-wide growth using HubSpot. This episode features an insightful conversation between Paul Schmidt, SmartBug’s VP of Marketing, and Casey Peddicord, Senior Director of Channel Sales, breaking down how private equity firms are overcoming fragmented tech stacks, manual reporting, and siloed data by using HubSpot as a single source of truth. 🎤 Speakers Paul Schmidt (Host) VP of Marketing at SmartBug Media [e-mail] Casey Peddicord (Guest) Senior Director of Channel Sales at SmartBug Media [e-mail] 📚 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 📣 Want to Learn More About HubSpot for PE? Schedule a free consult to speak with a SmartBug strategist and discover how you can streamline portfolio oversight, unify tech stacks, and drive scalable growth. 👉 Contact us: https://www.smartbugmedia.com/contact-us