How Private Equity Firms Can Unlock Portfolio-Wide Efficiency with Hubbl Technologies

Maximizing Value Creation with Fewer Resources

Private equity firms face increasing pressure to optimize portfolio companies (portcos) faster, with fewer resources, and greater precision. The challenge? Traditional methods of assessing Salesforce technical debt, operational inefficiencies, and process bottlenecks are slow, manual, and often reactive—leading to delayed optimizations, hidden costs, and unrealized value.

Enter Hubbl Diagnostics and Hubbl Process Analytics.

For PE business value services teams, these tools fundamentally change how portfolio companies are assessed and optimized—both during due diligence and post-acquisition. By leveraging AI-driven org diagnostics and the first-ever Salesforce-native process mining solution, PE firms can:

✅ Surface hidden inefficiencies before they become costly problems or scale inhibitors
✅ Accelerate value creation and operational improvements post-acquisition
✅ Monitor multiple Portcos to identify emerging risks and opportunities
✅ Deploy resources more efficiently—only where they are truly needed

From Reactive to Proactive: A New Approach to Portco Optimization

Many PE firms still rely on basic Salesforce reports or time-intensive and costly consulting engagements to assess technical debt and process performance. The result? They often don’t detect inefficiencies until it’s too late. Or worse, heir portcos are slowed down by rework and change orders.

With Hubbl Diagnostics, PE teams can quickly scan a Salesforce org in minutes—whether they have admin credentials or not. This allows firms to:

🔹 Assess the health of an org before acquisition—without requiring deep IT involvement
🔹 Benchmark org complexity and technical debt across the entire portfolio
🔹 Identify security vulnerabilities, outdated packages, and underutilized licenses

For post-acquisition value creation, Hubbl doesn’t just highlight problems—it helps solve them. PE firms can:

🔹 Monitor multiple portcos at once—tracking technical debt reduction over time
🔹 Automate Salesforce code security reviews, identifying SOQL injection risks and security flaws
🔹 Empower consulting partners or internal teams to fix inefficiencies faster

The impact? What once took 80+ hours per org audit can now be done in minutes—freeing up resources to focus on high-impact transformation initiatives.

Hubbl Process Analytics: The Future of Process Optimization

While Hubbl Diagnostics uncovers technical inefficiencies, Hubbl Process Analytics takes it a step further—revealing hidden process inefficiencies that directly impact revenue, customer experience, and scalability.

The platform provides a real-time visualization of every Salesforce-driven process—showing:

🔹 Where bottlenecks exist in sales, service, and order processing workflows
🔹 Which automation paths accelerate results vs. slow things down
🔹 How different teams, products, or business units compare in efficiency

For example, a retail portfolio company struggling with delayed gift card and promotion case resolutions used Hubbl Process Analytics to uncover a hidden bottleneck in their case routing process. By optimizing this workflow, resolution times dropped by 10 days.

PE teams can use this tool to:

🔹 Baseline process efficiency at acquisition, ensuring smooth scaling
🔹 Compare different portcos, identifying best practices across the portfolio
🔹 Continuously improve process automation, eliminating unnecessary manual steps

Scaling Impact Across an Entire Portfolio

For PE firms managing dozens (or hundreds) of portfolio companies, tracking Salesforce efficiency across multiple orgs is nearly impossible without automation. Hubbl Technologies solves this by offering:

✅ A single-pane view across all portcos—monitoring security risks, inefficiencies, and improvements
✅ Customizable benchmarking—comparing Salesforce adoption, automation efficiency, and process speed across multiple companies
✅ An early warning system—flagging emerging inefficiencies before they affect revenue or margins

One of the biggest challenges for private equity firms is identifying patterns and best practices across multiple portfolio companies. Without clear benchmarks, it’s difficult to know which portcos are excelling, which are struggling, and where to focus optimization efforts.

Hubbl Technologies provides portfolio-wide benchmarking, allowing PE teams to:

🔹 Compare Salesforce efficiency across portcos—spotting underperforming orgs before issues impact revenue
🔹 Identify best practices from top-performing companies and apply them across the portfolio
🔹 Monitor trends over time, ensuring post-acquisition improvements stay on track

For example, if one company’s quote-to-cash process is significantly slower than others in the portfolio, Hubbl can pinpoint exactly where delays occur—whether it’s pricing errors, approval bottlenecks, or inefficient automation. By leveraging this insight, PE firms can take targeted action, driving faster revenue realization and operational efficiency.

With Hubbl Technologies, benchmarking isn’t just about data—it’s about actionable insights that help PE firms make smarter, faster, and more scalable decisions across their entire portfolio.

Why This Matters for PE Firms

🔹 Proactive, Not Reactive: Move from waiting for problems to preventing them
🔹 Faster Due Diligence: Assess potential acquisitions in minutes instead of weeks
🔹 Measurable ROI: Automate org assessments, saving 80+ hours per engagement
🔹 Scale Efficiencies Across Portcos: Identify trends and apply best practices portfolio-wide

The Next Step: PE Pilot Program

To prove out the value of Hubbl Technologies, many PE firms are starting with a pilot program—deploying it in portfolio companies where they currently lack full visibility or where they think they have full knowledge but are looking for more insights. The goal? Let the data speak for itself.

If inefficiencies are uncovered that weren’t previously known, it’s a clear sign that Hubbl Technologies delivers unique value.

The Competitive Advantage of Intelligent Portco Management

The PE firms that win aren’t just the ones cutting costs—they’re the ones that can scale and optimize faster than the competition. Hubbl Technologies provides the automation and insights needed to make every portco more efficient, more secure, and more valuable—without requiring additional headcount.