The Foundation of Fidelity: Full-Stack Data Integration
Bad data distorts investment decisions and turns portfolio oversight into estimation. Our mandate is simple: establish a single source of truth by connecting digital customer touchpoints directly to your financial systems. The result is clean reporting, predictable revenue tracking, and defensible diligence.
This rigorous approach is foundational for clean financial reporting, pipeline predictability, and due diligence readiness.
CRM Integration: Zoho, Monday, Salesforce, HubSpot
We integrate with your existing CRM and finance stack and recommend upgrades when necessary. Our team architects the data schema so every lead and conversion carries structured attribution from first touch through closed revenue. This enables accurate forecasting, disciplined resource allocation, and clear performance reporting at the portfolio level.
ERP Integration: Acumatica, Prophet 21
Direct integration of web assets with Enterprise Resource Planning systems is essential. This guarantees real-time inventory, accurate pricing, and revenue integrity—a proven lever for Multiple Expansion at exit.
Advanced Attribution
By connecting attribution data with CRM APIs, we measure the causal effect of marketing, proving exactly which channels contribute to closed-won revenue.
