Optimization for Private Equity Portfolio Companies
Private equity bets on systems and numbers; you’re a value optimizer by nature. When your portfolio depends on data-driven performance, a mature, connected CRM becomes proof of operational strength and scalability. WhiteRock helps PE firms turn those systems into measurable growth engines, unifying data, reporting, and execution across every company in the portfolio.
CRM Systems That Drive Portfolio Value
Post-acquisition growth demands more than financial oversight; it requires visibility into what’s driving performance. WhiteRock’s Salesforce optimization framework gives portfolio companies the dashboards, workflows, and integrations they need to make data-backed decisions at every stage of the hold period.
What that looks like:
- Consistent reporting across portfolio companies
- Integration between CRM, ERP, and financial systems
- Role-based dashboards for operating partners, CFOs, and sales leaders
- Real-time visibility into pipeline, forecasting, and performance metrics
Result: Operating partners get clarity. Portfolio companies get scale. Everyone gets closer to the exit.
Ready to See What's Hidden in Your Portfolio?
Even one optimized Salesforce instance can move the valuation needle.
Let’s explore how your portfolio companies can turn CRM chaos into EBITDA lift.
Why PE & VC Firms Choose WhiteRock
PE and VC firms partner with WhiteRock to accelerate operational maturity and improve reporting accuracy across their portfolios. Our optimization cycles deliver measurable performance gains without the disruption of a full reimplementation.
In measurable terms:
- 90% faster deal close-out
- Hours saved weekly through automation
- Reports ready in hours, not days
- Better adoption and cleaner data across teams
When Salesforce is optimized, value creation happens faster, and every stakeholder, from the boardroom to the front line, can see it.
For Operating Partners
You rely on timely insights to manage risk and guide value creation. WhiteRock helps standardize how portfolio companies report on revenue health, customer retention, and pipeline performance so every update to investors and diligence teams is built on truth, not assumption.
We help you:
- Identify CRM blind spots across the portfolio
- Build investor-grade dashboards and reporting templates
- Tie Salesforce performance metrics directly to EBITDA impact
- Prepare clean, connected data for diligence and exit
For Portfolio Company Leaders
Your team is growing fast, and so are investor expectations. We tailor Salesforce to your people, processes, and stack, helping you move faster with fewer manual steps and cleaner visibility.
We help you:
- Automate data capture and eliminate spreadsheet chaos
- Integrate Salesforce with ERP, marketing, and finance tools
- Build workflows that improve productivity and accountability
- Create clarity across sales, operations, and leadership teams
When every team member has reliable data at their fingertips, growth becomes predictable.
Proof of Performance
“We spent a lot of time working with WhiteRock to audit what was in Salesforce. When I got here, the comment I heard from sales reps was that it can take eight to ten minutes to close out an opportunity once we get a PO… now it takes less than a minute to close out an opportunity.”
— Simon Boyce, CRO, SEAM Group
Proof of Performance
“One of the unexpected benefits of working with WhiteRock was how they provided pre-built reporting templates for Salesforce. As a PE-backed company, a lot of my time goes into taking raw data and turning it into something presentable. WhiteRock had already built these kinds of templates for other clients. We were able to put them to use immediately, and now rely on them to understand and report on our progress far more effectively.”
— Ryan Hellmers, Vice President, StenTech
Proof of Performance
“For our sales folks, it’s all about the ability to find the right information… Whether it’s prospecting or understanding what happened with a customer or a person they’re conversing with historically, what have we done for them? What are their struggles? How do they take advantage of the rich Salesforce data sets? This is where WhiteRock has helped us tremendously to standardize and make it easy.”
— Igor Bondarenko, CTO, SEAM Group
Proof of Performance
“Having an integrated CRM tied to ERP shows that a company is mature and ready to scale. Before you even get to the exit, having WhiteRock involved gives you data you can trust and a CRM system your people actually use to perform better.”
— Pete Todd, President, Veltiosi Advisors
Proof of Performance
“We’ve improved efficiency and productivity, the results we get per rep by about 20% year over year, meaning we’re able to talk to more customers, get more pipeline, and actually end up selling more.”
— Simon Boyce, CRO, SEAM Group
Proof of Performance
“In the private equity world, you’ve got high-growth companies doing good things, that’s why they get attention from equity firms. But when PE steps in, the goal is to scale, and that adds a new layer of complexity. WhiteRock helps companies work through these issues, rebuilding and helping them move to new levels. It’s an impressive shift to where they are operating in a more streamlined way with more efficiency.”
— Michael Griego, Founder, MXL Partners
Proof of Performance
“In my role, I need to predictably forecast what business is coming 30, 60, 90 days down the road… With the predictability and the dashboards, what we’ve been able to do with Salesforce means we’re running a much tighter business now.”
— Simon Boyce, CRO, SEAM Group
Proof of Performance
“Looking internally, that improved visibility into our operations with Salesforce… provides a lot of comfort for us internally to know that, ‘hey, we understand the operations to a greater degree of detail’. I think for our Private Equity partners, it’s great for them to see better visibility into how the business is operating.”
— Ryan Hellmers, Vice President, StenTech