The Challenge
Operating partners and analysts frequently need to log into multiple accounts, pull reports manually, and compile fragmented data to produce portfolio updates.
This process slows down reporting and makes it harder to quickly identify pipeline risks, revenue trends, and growth opportunities across companies.
What It Is
Aggreg8 is an application that unifies HubSpot data from multiple portals into a single portfolio view. Designed for private equity teams, it enables users to monitor revenue, pipeline, and growth metrics across portfolio companies without switching between HubSpot portals.
Unlike traditional integrations or data warehouses, Aggreg8 does not store or replicate data. Instead, it securely pulls live information from connected portals, providing real-time insights with minimal setup. Most teams connect portals and begin monitoring performance in just 5–10 minutes.
Key Characteristics:
- High-level portfolio data aggregator
- Connects multiple HubSpot portals into one view
- No data storage or replication
- Fast setup with minimal configuration
- Live visibility into portfolio performance
Out of the Box Reports
Reference for each reporting page in Aggreg8. All reports pull live data from your connected HubSpot portals and respect your current filter selections.
Overview Dashboard
The overview dashboard is your landing page after login. It provides a high-level snapshot of portfolio performance.
Key Performance Indicators:
- Total deals created and closed across all portals
- Total and average revenue
- Overall win rate
- Active pipeline value
Charts:
- Performance Over Time — Revenue and deal count trended by your selected grouping (monthly, quarterly, yearly)
- Portal Comparison — Side-by-side bar chart comparing key metrics across portals
Deals
Detailed deal reporting across your portfolio.
Metrics:
- Deals created vs. closed over time
- Win rate trends
- Average deal size
- Deal velocity (average days to close)
Charts:
- Deal Creation — Stacked area chart of new deals over time, broken down by portal
- Closed Deals — Closed-won deals trended over time
- Win Rate — Line chart of win rate percentage over time
- Deal Funnel — Funnel visualization showing deals at each pipeline stage
Revenue
Revenue analysis across your portfolio.
Charts:
- Revenue Over Time — Total closed revenue trended by your selected grouping
- Revenue by Portal — Bar chart comparing revenue contribution from each portal
- Revenue by Category — Revenue broken down by pipeline category (if configured)
Pipeline
Pipeline health and forecast for your portfolio.
Charts:
- Stage Distribution — Horizontal bar chart showing deal count and value at each pipeline stage
- Pipeline Forecast — Weighted pipeline value based on stage probabilities
- Weighted Value by Portal — Compare weighted pipeline across portfolio companies
Contacts
Contact lifecycle and lead source reporting.
Charts:
- Lifecycle Funnel — Funnel showing contacts progressing through your mapped lifecycle stages (MQL → SQL → Opportunity → Customer)
- Lead Source Breakdown — Pie/bar chart of contacts by original source
- Contacts Over Time — New contact creation trended over time
- Conversion Rates — Stage-to-stage conversion percentages
Lifecycle stage mappings are configured per portal in Settings → Lifecycle Stages.
Why It Matters
Aggreg8 gives private equity teams portfolio-level visibility without operational complexity.
With one centralized view, leaders can:
- Quickly compare performance across portfolio companies
- Identify pipeline risks and revenue opportunities earlier
- Reduce time spent logging into multiple portals
- Streamline portfolio reporting and analysis
- Action the learnings to solve bottlenecks quickly
Instead of gathering data manually, teams can focus on strategic decisions that drive portfolio growth.
What You Need
Getting started with Aggreg8 is simple and requires minimal technical setup.
To connect a portfolio company’s data, users only need:
- A HubSpot user account with access to each portal they want to monitor
- Permission to install Marketplace apps in each portal.
Once connected, the platform can immediately begin pulling key performance metrics across those environments.
Requirements
- HubSpot login access to each portal
- Authorization to connect those portals
- No additional infrastructure required
Steps to Get Started
1. Create Your Account
Sign up at the Aggreg8 homepage using your email or Google account. After signing up, you'll be prompted to create an organization. Your organization is the top-level container for your team.
All connected portals, report configurations, and team members belong to your organization. Choose a name that represents your firm (e.g., "Acme Capital"). You can change it later in organization settings.
2. Invite Team Members
Go to Settings → Organization to invite teammates by email. Each member gets access to all connected portals and reports within your organization. Members can be assigned one of two roles:
-
Admin — Full access: connect/disconnect portals, manage settings, invite members
-
Member — View all reports and dashboards, but cannot modify settings or connections
3. Connect a HubSpot Portal
Navigate to Portals in the sidebar and click Connect Portal. This initiates an OAuth flow with HubSpot.
1. You'll be redirected to HubSpot to select which portal to connect
2. Authorize the Aggreg8 app to access deals, contacts, companies, and pipeline data
3. You'll be redirected back to Aggreg8 — the portal appears in your portal list
Repeat for each portfolio company. There's no limit on the number of portals you can connect.
4. Managing Portal Connections
The Portals page shows all connected portals with their HubSpot Hub ID, connection status, and when they were linked. To disconnect a portal, click the disconnect button next to it.
This removes the OAuth connection and stops pulling data from that portal. Historical data for that portal will no longer appear in reports. If a portal's OAuth token expires or is revoked in HubSpot, the portal will show a disconnected status. Reconnect it by clicking Connect Portal and re-authorizing.
Use Cases
Aggreg8 helps private equity teams quickly understand how portfolio companies are performing without manually logging into multiple HubSpot environments. By providing a centralized view of pipeline and revenue data, the platform enables faster analysis and helps teams identify risks, opportunities, and growth trends across their portfolio.
Common use cases include:
Portfolio Monitoring
Revenue & Pipeline Visibility
Monitor deal pipelines across portfolio companies and track revenue progress and deal movement.
Lead & Contact Insights
Analyze lead generation and contact growth while identifying marketing and sales activity trends.
Flexible Account Selection
Select as many or as few portals as needed and customize dashboard views based on reporting needs.
Built by Aptitude 8
Aggreg8 was developed by Aptitude 8 to help private equity firms gain faster visibility into HubSpot data across portfolio companies. With deep expertise in HubSpot architecture, integrations, and CRM strategy, Aptitude 8 designed Aggreg8 to provide the insights PE teams need without adding new data infrastructure.