Reduce the Burn

Fractional CMO Solutions for PE Portfolio Value Creation

As a Private Equity Investor or Operating Partner, you need both powerful technology and strategic marketing leadership to drive growth and scale your holdings. Our combination of HubSpot platform engineering and Fractional CMO services delivers both.

Solving the Early Stage Growth Paradox

Each PE holding is unique. Depending upon the growth stage, different skills are required to accelerate growth and scale the operation. Most investment capital is deployed to realize the development phase of a company and bring on key executives to foster growth. Few companies are prepared in the early stages to hire and train a sales and marketing team that can add immediate value and adapt to market changes.

Quality CMOs are expensive and even the best ones require teams under them to implement strategies and tactics that support sales and increase deal flow. This is the growth paradox that most entrepreneurial investments experience in the go-to-market and early growth stages. This is what we solve. 

Partner with us today to break through the early-stage growth barrier and transform your portfolio companies into market leaders—without the overhead of building an in-house marketing team.

Accelerate Growth

Hypha provides experienced marketing leadership tailored for each portfolio company, powered by custom-engineered HubSpot solutions that ensure consistent execution.

Our integrated approach delivers:

  • Portfolio Value Enhancement: Strategic marketing leadership to fast-track value creation.
  • Go-to-Market Excellence: Impactful strategies across your portfolio.
  • Brand Enhancement: Custom design from an award-winning team to enhance digital assets with brand and style guides, social and email templates and optimized landing pages. 
  • Revenue Acceleration: Integrated sales and marketing initiatives.
  • Reduce Overhead: Leverage our expertise in short-term sprints to reduce overhead during crucial go-to-market phases.
  • Automated reporting: Strategic KPIs designed and monitored by your Fractional CMO team, delivered through automated HubSpot dashboards.

Bottom line: Your portfolio companies get both the strategic guidance of an experienced CMO and the technical infrastructure to execute effectively and rapidly—without the cost of full-time executives at each company.

Transform Your Operations with HubSpot

Operational Area

Current PE Challenges

Hypha’s Solution

Key Benefits

Sales Opportunity Management

Scattered deal tracking across emails and spreadsheets

Unified deal pipeline with automated capture and tracking

Increased deal flow, improved conversion rates, reduced administrative burden

Automated Reporting

Manual data collection consuming Operating Partner time

Automated data aggregation with real-time dashboards

Saved time, improved decision-making, enhanced portfolio visibility

Value Creation

Fragmented initiative tracking and delayed updates

Centralized monitoring with automated progress tracking

Accelerated value creation, improved performance tracking, increased accountability

System Integration

Disconnected platforms requiring manual data entry

Engineered connections with existing PE tools

Improved data accuracy, reduced errors, increased efficiency

Operational Area Current PE Challenges Hypha’s Solution Key Benefits
Sales Opportunity Management Scattered deal tracking across emails and spreadsheets Unified deal pipeline with automated capture and tracking Increased deal flow, improved conversion rates, reduced administrative burden
Automated Reporting Manual data collection consuming Operating Partner time Automated data aggregation with real-time dashboards Saved time, improved decision-making, enhanced portfolio visibility
Value Creation Fragmented initiative tracking and delayed updates Centralized monitoring with automated progress tracking Accelerated value creation, improved performance tracking, increased accountability
System Integration Disconnected platforms requiring manual data entry Engineered connections with existing PE tools Improved data accuracy, reduced errors, increased efficiency

Industry Expertise

Our platform engineering supports Fractional CMO success across key investment sectors.


  • Clean Tech and Renewable
  • Energy
  • ESG & SRI
  • Fintech
  • FoodTech
  • Health & Human Services
  • Healthcare
  • Manufacturing
  • Transportation & Logistics
  • Travel

Platform Engineering for Private Equity

Our team designs and implements custom HubSpot solutions specifically for PE operations. We deliver:

Technical Implementation & Strategic Support

  • Optimize AI efficiency tools to support Fractional CMO initiatives

  • Align your marketing and sales stack for “AI readiness”

  • Strategic integration with Fractional CMO reporting needs

  • Custom HubSpot architecture aligned with marketing objectives

CRM and Sales Engineering

  • Automated lead capture architecture

  • Custom deal qualification systems

  • Centralized pipeline management

  • Automated communication workflows

  • Task assignment automation

Portfolio Operations Platform

  • Unified reporting infrastructure designed for Fractional CMO oversight

  • Real-time KPI tracking systems aligned with marketing objectives

  • Custom dashboards for marketing performance visibility

Implementation Process

We ensure seamless deployment through our structured approach.

Strategic Assessment

Current system analysis, marketing leadership evaluation, process mapping, requirements gathering.

Innovation ISO-01
hubspot platform iso-1

Custom Development

Platform configuration, integration development, workflow automation, reporting system implementation.

Portfolio Deployment

System integration, team training, process standardization, performance optimization.

onboarding iso

Strategic Support Backed by Technical Excellence

Additional Benefits

  • Accessibility: WCAG-compliant digital assets that expand reach and mitigate legal risks

  • Structure: Optimized data architecture and streamlined portfolio processes

  • Reporting: Enhanced portfolio visibility through custom reporting protocols

  • Local Hours: U.S.-based development team for reliable, compliant implementation

Ongoing Support

  • Technical Support: Expert engineering assistance for system configurations, integration maintenance, and platform optimization needs

  • Platform Optimization: Continuous monitoring and enhancement of HubSpot configurations to maintain peak performance

  • System Monitoring: Proactive performance tracking and issue identification to prevent disruptions and maintain optimal functionality

  • Performance Updates: System audits and updates to ensure alignment with latest HubSpot features and PE operational requirements

  • Training and Enablement: Customized trainings and documentation to maximize team adoption and platform utilization