Business stakeholders reviewing solutions together | ShapeConnect
ShapeConnect for Private Equity & Multi-Entity Companies

Turn every portfolio company into a well-run operation.

We match PE firms, holding companies, and multi-entity groups with the right software and experts - from post-acquisition systems integration through portfolio-wide reporting. One playbook, repeated at every entity.

Trusted by operating partners and multi-entity operators
•
No upfront cost
How it works

From deal close to a standardized operating stack

Diagnose

01

STEP ONE

Diagnose

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We map each entity's systems, teams, and gaps against your value-creation plan - across the whole portfolio.

Match

02

STEP TWO

Match

Get a roadmap of vetted software and fractional experts - compared side by side, priced with group-level leverage.

Execute

03

STEP THREE

Execute

Your advisor oversees implementation, integrations, and vendor performance - through go-live and ongoing optimization.

Sound familiar?

The problems that stall value creation

The deal thesis is sound. Execution across a dozen different systems, teams, and entities is where returns leak.
Post-acquisition systems chaos
Every acquisition arrives with its own ERP, CRM, and payroll. Integration slips quarter after quarter while synergies stay on the slide deck.
No portfolio-wide visibility
Board reporting means chasing spreadsheets from six finance teams. Consolidated, real-time numbers across entities don't exist.
ERP & finance stack selection
Choosing the consolidation-ready ERP, close software, and FP&A stack for a growing group is a bet you only want to make once.
Thin operating benches
Portfolio companies rarely have a full-time CMO, CIO, or CHRO - but every value-creation plan assumes that expertise exists.
Vendor sprawl across entities
Duplicate tools, overlapping contracts, and no group-level buying power. Nobody owns rationalizing the stack across companies.
100-day plans taking 300 days
Selecting, negotiating, and implementing systems eats the integration window. Every month of delay compounds against the hold period.
What we help you select & manage

One repeatable playbook across the whole portfolio

We diagnose each entity's stack, then match the group with vetted software and operator-grade experts - and manage them through go-live at every company.
ERP & financial consolidation
Multi-entity ERP, close, and consolidation tools selected side by side - built for the next acquisition, not just this one.
Portfolio reporting & FP&A
Dashboards and FP&A platforms that roll every entity into one board-ready view - KPIs, cash, and covenants in real time.
Post-acquisition integration
A systems integration roadmap for each deal - what to migrate, what to keep, and who executes it inside the 100-day window.
CRM & revenue systems
Standardized CRM and marketing automation across portfolio companies - comparable pipelines and repeatable growth motions.
Fractional Executives
Vetted fractional CMOs, CIOs, CFOs, and HR leaders deployed into portfolio companies without full-time overhead.
Group-level vendor leverage
Rationalize duplicate tools and negotiate portfolio- wide agreements - one contract, every entity, better pricing.
Multi-entity case studies

Groups that transformed with ShapeConnect

Multi-Entity Construction Group • ERP & Operating Model

MLCO: from software implementation to operating model transformation

MLCO ran finance, field operations, estimating, and payroll across Acumatica, Procore, Builder, and ADP - with no connective tissue between them. ShapeConnect led Acumatica go-live and stabilization, designed the payroll and job-costing flow, architected WIP and forecasting reporting, and defined an AI-enabled scenario planning layer for board-level decisions.

1.5 days
month-end close, down from a major burden
4 systems
aligned into one operating architecture
MLCO multi-entity construction operations
Beltone
Multi-Location Group · Standardization
Beltone
100+
media placements
ShapeConnect helped Beltone quickly identify and deploy vetted digital marketing and PR partners across its practice network, generating nearly 100 media placements and more than 4 billion impressions in just over 12 months.
O'Hara's Son Roofing
Hyper-Growth Contractor · ERP + Project Management
O'Hara's Son Roofing
8-figure
year-over-year growth enabled
Unified a mishmash of disconnected software onto Acumatica ERP and JobTread - the scalable stack behind hyper-growth and 10x operational savings.
Hoists.com / Sievert Electric
Multi-Entity Operator · ERP + eCommerce
Hoists.com / Sievert Electric
40 hrs/wk
saved in manual work
Integrated Acumatica ERP with eCommerce across two related businesses - eliminating manual processes and doubling sales.
Ruben Cortes
ShapeConnect was an amazing partner during our ERP implementation/upgrade. It was a big overhaul and they stood by us every step of the way. I would recommend them to anyone looking to upgrade their system or simply help getting their IT in order.
Ruben Cortes
MLCO
Real experts, ready to deploy

A sample of the vetted experts we deploy across portfolios

Every expert is interviewed, reference-checked, and matched by a solutions advisor. Plus, join our community forum to interact with experts directly - ask questions and get insights before you ever engage.
Andrea H.
Andrea H.
HR & Leadership Consultant
Tony V.
Tony V.
SEO & Digital Strategy
Raman A.
Raman A.
CRM & Customer Journey Expert
Jonathan C.
Jonathan C.
AI & Data Leader
David E.
David E.
ERP Optimizer
Kriston S.
Kriston S.
Fractional CMO
Talk to a portfolio advisor

Get an advisor who has experience with multi-entity operations.

Book a free consultation to walk through your portfolio's systems and value-creation plan - and see what a standardized operating stack would look like across your entities.

Confident Decisions
•
Proven Results
Brian Zielinski
Brian Zielinski
Co-Founder & President
17+ years of operations and military leadership - including hands-on systems standardization and growth transformations across multi-location and multi-entity groups.