Portfolio Resource Hub Software
Create a single source of truth for portfolio resources, community, and reporting
Content
Experts
Events
Community
Value
Creation Plans
Reporting
House guides, playbooks, templates, & videos—indexed & searchable
Built on WordPress to handle text, images, downloads, videos, podcasts, embeds, etc.
Global search to find the right resource, whether that’s a post, a PDF, an expert, or a peer
Limit resource access by role (e.g. only firm team, or only CFOs)
OneGuide can help with ghostwriting, content loading, and content updating
Our Recipe for Portfolio Ops Leverage
Use software to centralize information
- Aggregate knowledge that lives in people’s heads (or drives)
- Centralize in one place
- Make it searchable
Cultivate a network of third-party experts
- Proprietary advisors
- Go-to consultants
- Trusted vendors (service & software)
Offload time-consuming activities
- Member management
- Event coordination
- Content writing
- Portal management
Value Creation Stories
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Case IQ was integrating an acquisition and wanted to ensure they could realize synergies.
Resurgens built a guide on “Managing M&A Integration”, including templates and guidance on topics like communications planning and integration planning and management.
Case IQ leveraged the Resurgens guide to validate their planning, and make decisions around integration strategy.
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CallRail wanted perspective on if they should add finance headcount, and where to add.
Sageview created a guide and held a discussion on “Scaling a Finance and Accounting Function,” with their Senior Advisor Bill Ingram, former CFO of Avalara.
Callrail's CFO incorporated insights and org-building guidance from the guide to create the function’s talent roadmap.
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Oritain needed guidance on who should be responsible for a data team, and ideal org structure.
Oritain's COO found a recording of a portfolio discussion Long Ridge had hosted on Building a Data Analytics Function, including discussion of centralized, decentralized, and hybrid models.
Oritain made an informed decision to move from a very decentralized approach to a hybrid model.
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Transitioning out of founder-led sales required Sprocket Security to implement scalable processes.
Blueprint brought together a group of portfolio leaders for a roundtable discussion on "Scaling From 1-10 Sellers" with a nine-time growth-stage head of sales as guest expert.
Insights on onboarding new sellers and capacity planning helped Sprocket Security build a more scalable sales function.
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Elemental Machines joined a Sageview roundtables on Tactical RevOps Planning and CS Playbooks.
They applied best practices to unify GTM and CS data and processes. That quarter, Elemental created a unified customer view, improved retention by 5%, and mapped their TAM to track campaigns and prioritize targets.
They applied best practices to unify GTM and CS data and processes. That quarter, Elemental created a unified customer view, improved retention by 5%, and mapped their TAM to track campaigns and prioritize targets.
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