Getting Started

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.

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

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.

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.