Aggreg8
Unified HubSpot Reporting for Your Portfolio
Who It's For
Aggreg8 is built for PE and VC firms that manage portfolio companies running on HubSpot. If you oversee multiple HubSpot portals and need a single view of performance across your investments, Aggreg8 is for you.
The Problem
Managing a portfolio means logging into dozens of HubSpot portals one by one. There's no native way to see deals, revenue, or pipeline health across all your companies in a single dashboard. Reporting is manual, time-consuming, and always out of date by the time it reaches leadership.
What Aggreg8 Does
Connect all your portfolio companies' HubSpot portals into one unified dashboard. Aggreg8 pulls live data from every portal and gives you cross-portfolio visibility into the metrics that matter.
Deals & Revenue
Track deal creation, closed revenue, win rates, and deal velocity across every portal.
Pipeline Health
Monitor stage distribution, weighted pipeline value, and forecast across your portfolio.
Contacts & Companies
Analyze lifecycle funnels, lead sources, and conversion rates across all portals.
Cross-Portal Comparison
Compare performance between portfolio companies side by side.
Flexible Filtering
Filter by portal, date range, pipeline category, and group by month, quarter, or year.
Live Data
Reports pull directly from HubSpot APIs — no stale exports or manual data entry.
How It Works
Connect
Link your portfolio companies' HubSpot portals via OAuth. One click per portal.
Configure
Organize pipelines into categories, map lifecycle stages, and set up your team.
Report
View unified dashboards for deals, revenue, pipeline, contacts, and companies.