SOLUTIONS — BY ROLE

Private Equity & Roll-Ups

You've acquired 6 HVAC shops across 3 states. Each one runs on a different CRM (or no CRM). Each one has different pricing, different commission structures, and different ideas about what "good" looks like. Your operating partner is spending 80% of their time just trying to get consistent data. HomePro is the uniform operating layer you deploy on day one of every acquisition.

Talk to our PE team →

homepro.ai / portfolio / dashboard / kpis

Portfolio Cos

↑ 2 this year

Combined Rev

$28M

↑ 18% YoY

Avg EBITDA Mult

2.4×

Improving

KPIAll 8 portfolio companies reporting on-time this week

FLAGHorizon Plumbing: technician utilization -12% — flagged for review

RPRTQ2 consolidated P&L report exported to GP dashboard ✓

30 days

Onboarding per acquisition

Unified tech stack

Real-time

Portfolio-level reporting

SOC 2

Type II compliance

Operational Blueprint

Portfolio Optimization.

Stop fighting for consistent data across your portfolio. HomePro provides a uniform operating layer that protects EBITDA and ensures operational excellence from day one.

Day 01–05

Autonomous Data Ingestion

Browser Agents scrape the legacy CRM of your new acquisition. Pricing, customer history, and technician utilization data are standardized and cleaned into your portfolio schema instantly.

Day 10–15

Golden Rule Synchronization

Your platform-wide "Institutional Standards" (dispatch logic, commission tiers, follow-up sequences) are deployed. The acquisition's operational DNA is upgraded to PE-standards.

Day 20–25

Margin Leak Detection

AI Job Costing identifies discrepancies between material buy-prices and field utilization. Autonomous negotiations are triggered with suppliers to match platform-wide pricing.

Day 30+

Predictive Exit Readiness

Continuous data integrity monitoring ensures your "Exit Dashboard" is always live. Every dollar of EBITDA is tracked, audited, and defensible for the next buyer.

Portfolio Benchmarking Active

BENCH Comparing Entity_A vs Entity_B vs Entity_C

ALERT Entity_B (acquired 45d ago) showing 8% margin erosion.

ROOT [THINK] Analyzing job-types: "Install" labor-hours > standard.

THNK Detected skill-gap in Level 2 Techs. Productivity delta: -$1,240/job.

ACT ACTION: Deploying standardized training & re-dispatching rules.

RES Projected EBITDA Recovery: $240k annualized.

Portfolio Integrity: 100% / Audit Trail: INSTITUTIONAL

Institutional Maturity

From fragmentation to institutional scale.

Data Fragmentation (Pre-HomePro)

Weeks of manual Excel work to close the month across entities.
Tribal knowledge hides operational inefficiencies and margin leaks.
Inconsistent pricing leads to portfolio-wide margin compression.
M&A integration takes 6–9 months per shop to stabilize.

Autonomous Platform (With HomePro)

Real-time multi-entity reporting and EBITDA tracking on day 1.
AI-driven benchmarking across all portcos with root-cause analysis.
Unified price book and material cost-guardrails deployed globally.
Onboarding playbook standardized to a repeatable 30-day cycle.

For PE Operating Partners

Standardize. Consolidate. Scale.

30-Day Onboarding Playbook

We've built a repeatable onboarding process specifically for PE acquisitions. Data migration, price book standardization, and workflow deployment.

Portfolio-Level Dashboard

See revenue, EBITDA, close rate, and technician utilization across every portfolio company in real-time. Portfolio ? Entity ? Branch.

Enterprise Security

SOC 2 Type II compliant. Data siloing between entities. Role-based access with full audit logging for institutional governance.

Margin Protection

Standardized job costing reveals margin leaks. Most PE shops find 6–12% in hidden margin erosion within 60 days of deployment.

Standardized Best Practices

When one portco figures out a workflow that works, deploy it across all entities in one click. Commission structures, follow-up sequences.

API & Data Export

Full REST API for connecting to your own BI tools, data warehouses, or LP reporting systems. Your data, your way.

"We acquired 4 HVAC companies in 18 months. Before HomePro, getting consistent financials across all 4 took our controller 3 weeks every month. Now it's real-time. One dashboard. That alone justified the investment."

— Operating Partner, PE-backed HVAC platform, Southeast US

How HomePro serves PE-backed trades platforms.

Connect

Portfolio Intel

Connect all portfolio companies into one intelligence layer—revenue, margins, NPS, and operational KPIs in real time.

Growth

Add-On Targeting

AI identifies high-LTV customers across all portfolio companies for targeted upsell and cross-sell campaigns.

Scale

Platform Leverage

Push best-practice pricing, sales scripts, and tech stacks across every portfolio company instantly—no long implementations.

Diligence

Exit Prep

Real-time recurring revenue metrics, customer cohort analysis, and financial data ready for lender and buyer due diligence.

EBITDA Lift

+3.2×

average EBITDA multiple improvement vs. pre-HomePro baseline

Integration Time

< 30 days

average time from acquisition to full HomePro deployment

Revenue Visibility

100%

real-time across all portfolio entities vs. monthly reporting lag

DD Prep

< 1 week

to generate a complete CIM-ready data package with AI reporting

Owner Voices

What trades owners actually say.

"Every acquisition we make now deploys HomePro in the first 30 days. It's part of our 100-day playbook."

Kevin L.

PE Portfolio Operations · New York, NY

"The reporting layer alone is worth it. We see the real numbers in real time—not 45 days later."

Stephanie R.

Trades Platform CEO · Chicago, IL