Revenue-ready CRM for private equity across Asia-Pacific
Private equity (PE) firms inherit fragmented systems, processes and teams. Connect them commercially into one unified platform built for portfolio value.
What happens when acquired businesses run on different systems?
Tech fragmentation
Acquired businesses run on different CRMs, ERPs, and platforms with no common data model or single customer view.
Commercial misalignment
Without unified systems, cross-sell and upsell opportunities go undetected and revenue stays siloed across entities.
Group reporting complexity
Investor reporting requires manual consolidation from multiple platforms, making comparable reporting unreliable.
Change management resistance
Acquired teams carry legacy workflows and tool loyalty, making alignment on new processes the hardest part of integration.
Due diligence exposure
Legacy systems lack audit trails and governed data, turning the tech stack into a liability when diligence begins.
Built for private equity firms across Asia-Pacific
What we build for private equity portfolios
Pre-acquisition technology assessment
Portfolio CRM architecture & integration
Post-acquisition change management
Cross-entity revenue reporting
Governance, access control & exit readiness
Unified brand & website consolidation
AI-ready marketing engine
AI-powered portfolio intelligence
Cross-border data consolidation
Trusted by private equity and portfolio operators across APAC
Private Equity (M&A)
Global Business Services Company Use HubSpot CMS to Grow Digitally in Multiple Markets Before Acquisition
Read MoreBuilt for private equity firms across Asia-Pacific
Certifications & Accreditations
HubSpot Diamond-tier Partner
10+ HubSpot Impact Awards
HubSpot Onboarding Accredited
HubSpot Partner Advisory Council Member
HubSpot User Group China (Chapter Manager)
ISO 27001 Certified
25+ HubSpot-certified experts across Hong Kong, China, and the UAE.
3 offices: Hong Kong, Shenzhen, Dubai
Infrastructure structured to support
- Role-based CRM access and governance
- Unified data structures across portfolio entities
- Documented workflow controls and audit visibility
- Exit-ready commercial infrastructure
Speak to one of our Private equity specialists
Gareth Jones
CEO
Digital Strategy, CRM | Turning Fragmented Digital Estates into Scalable Systems
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Laurent Ross
COO
Digital Marketing, China Market Strategy, HubSpot, CRM & AI Systems | Strategic Clarity
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Monika J.B
Senior Account & Partnerships Manager
Client Programme Strategy | Streamlined Digital Operations
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Natasha Daryanani
Digital Marketing Manager
B2B Digital Marketing Strategy | Market Leadership
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Priya Soni
Regional Marketing Manager
Regional Marketing Strategy, AI Workflows & Demand Generation | Pipeline-Driven Market Growth
Alwyn Mathew
Marketing Executive
SEO & AEO | Multi-Channel Campaigns | Brand, Content & Communications | AI-Integrated Marketing Strategy
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