For pe portfolios · 5–30 portfolio companies

Cut the SaaS stack across your portfolio —
without a carveout headache.

Deploy a template stack per portco in 30–60 days. Every portco owns their code cleanly (portable at exit). Portfolio-level BI rolls up in one dashboard.

The stack you're likely running

Your monthly SaaS bill, roughly.

Based on what firms your size usually pay. Your exact numbers come out of the free audit — but the shape rarely changes.

Example monthly
  • Salesforce / HubSpot duplicated across portcos$12,000
  • Duplicate PM, HR, billing tools$8,000
  • Platform-level BI / reporting$4,000
  • Integration / automation fees$2,000
  • Annual renewals admin (soft cost)$3,000
Total
$29,000 / mo
What we'd build

Four owned apps. Year one.

Each app is custom to your firm, built on your infrastructure, owned in your GitHub. Every one replaces a SaaS tool you cancel when we cut over.

Portco GTM template
Replaces
Salesforce / HubSpot per portco

A customized CRM and pipeline app deployed per portco in 30 days. Each portco owns the code; data never crosses portco boundaries unless you want it to.

Unified portfolio BI
Replaces
Platform-level Looker / PowerBI seats

Standardized financial + operating metrics from every portco feed one platform dashboard. One source of truth for your operating partners.

Ops workflow stack
Replaces
Per-portco PM / HR / billing SaaS

Shared template, per-portco deployment. Saves 40–60% of PM / HR / billing SaaS across the book.

Exit-ready code
Replaces
SaaS contracts that don't assign cleanly

Every deployment is full-code owned. At exit, the software goes with the portco. No renegotiation, no data lift-out, no 'license transfer fees'.

Year-one timeline

Every quarter, one subscription gone.

Q1
Ships
GTM template + first portco deployment
Kills
one CRM stack
Q2
Ships
Second portco deployment + BI rollup v1
Kills
duplicate Salesforce orgs
Q3
Ships
Ops template rolled to 3 more portcos
Kills
PM / HR SaaS per portco
Q4
Ships
Unified portfolio BI v2
Kills
platform analytics seats
Why this matters for pe portfolios

Portfolio ops teams spend a fortune on duplicated SaaS, and it doesn't assign cleanly at exit. A template stack deployed per portco solves both: compound savings across the portfolio and clean M&A.

Pricing

Flat monthly. Never per-seat.

Twelve-month minimum. Month-to-month after that. You own the code the day we write it.

Starter
$8,000/ month
Firms under 100 employees, 10+ SaaS tools
  • Quarterly SaaS audit
  • 1 product shipped per quarter (4/year)
  • Unlimited changes to shipped products
  • Hosting, backups, monitoring
  • 99.5% uptime SLA
  • Weekly 30-min call with named engineer
Start with an audit
Most firms start here
Pro
$15,000/ month
Firms 100–300 employees, integration depth
  • Everything in Starter
  • 2 products per quarter (8/year)
  • Salesforce, QBO, Stripe, HubSpot integrations
  • Dedicated success engineer
  • Cross-app BI dashboard
  • 99.9% uptime SLA
  • Quarterly executive business review
Talk to sales
Enterprise
$25k+/ month
PE portcos, compliance needs, multi-site
  • Unlimited products and velocity
  • Private cloud or on-prem deployment
  • Dedicated 2-person pod
  • SOC2, SSO, audit logs, HIPAA BAA
  • 24/7 on-call coverage
  • Direct founder access
Talk to the founder
All tiers: full code ownership · 60-day exit transition · named senior engineer · no SOWs
Questions

Answers.

01Is this AI-generated slop code?+

No. AI accelerates our engineers, it doesn't replace them. Every line of production code is reviewed and owned by a named senior engineer before it touches your infrastructure. You get their name and GitHub handle on day one.

02What happens if Clearloom disappears?+

You already have everything. From day one: GitHub organization ownership, database snapshots to your cloud, hosting credentials in your name. If we vanish, any developer on earth can pick it up — these are small, clean codebases, not platform mysteries.

03How fast does the first product ship?+

Two to four weeks from kickoff. First release lives on a staging URL by week two. We target every 90 days after that. If we miss the quarterly ship, that month is free.

04Can you integrate with what we already use?+

Yes — Salesforce, QuickBooks, Stripe, NetSuite, HubSpot, Gusto, Google Workspace. Most clients keep 3–5 anchor SaaS tools and replace the other 10+. We build the bridges.

05How is this different from a dev agency?+

Agencies sell projects with SOWs, fixed scope, and a huge upfront invoice. We sell a relationship. No SOW per app. No change orders. Four products a year and unlimited changes for one predictable monthly fee.

06Why $8,000 a month minimum?+

Below that, we can't afford to staff a senior engineer on your account and your savings wouldn't justify the switch. If your SaaS bill is under $5k a month, you're not our ICP yet. Come back when you've grown.

07Is our data secure?+

Infrastructure runs in your region. Encryption at rest and in transit. SSO on request. Daily backups. SOC2-aligned practices at Pro tier; formal SOC2 by end of year one. HIPAA BAAs available at Enterprise tier.

08Do we have to commit for 12 months?+

Yes for the initial term. It's how a managed service works — predictability both ways lets us invest in your stack. Month-to-month after that. Any time you leave, the code goes with you.

09Who decides what gets built next?+

You do. Each quarter we run a planning session, map your remaining SaaS pain to the next build, and get your sign-off. Nothing ships without your approval.

010What if we hate what you build?+

We iterate until you don't. Unlimited changes means we rebuild features inside the same month at no extra cost. That's the whole point of a managed service versus a project.

Free · 15 minutes · No slides

Audit my
SaaS stack.

Send your last three months of software invoices. We come back with a ranked kill-list and your real savings number — same day. Keep the one-pager either way.

No BDRs. No decks. Just numbers.