Todd Giddens 6/23/26 Todd Giddens 6/23/26

Your Portfolio Company's CRM Is Already Shelfware. Here's How to Tell.

"Don't trust the dashboard." "The real numbers are in this spreadsheet." If you've heard those in a portfolio company's operating review, its CRM is already shelfware. The fix is rarely a new platform — and the asset most operators throw away in the migration is the one they'll need most in year two.

Ben Fuller 4/22/26 Ben Fuller 4/22/26

The 3 Integration Models Every PE Rollup Falls Into (Most by Accident)

Most rollups don't choose an integration model — they drift into one. Loose Federation feels fast until reporting breaks. Forced Standardization feels clean until teams revolt. There's a third path, and it's the only one that actually scales.

Ben Fuller 4/1/26 Ben Fuller 4/1/26

You Didn’t Integrate. You Just Delayed the Problem.

Connecting systems isn't the same as integrating a business. Most SaaS rollups find that out too late — after exceptions pile up, teams adapt locally, and every report becomes a debate. Here's what real integration actually requires.

Ben Fuller 3/25/26 Ben Fuller 3/25/26

PE Rollups Don’t Fail in Excel. They Fail in Systems.

Most PE-backed SaaS rollups look great in the model — until integration day. Learn why fragmented CRMs, billing systems, and data governance sink post-acquisition value, and what disciplined integration actually looks like.