🏢 private-equity

PE portfolio companies are overpaying for SaaS. Across the board.

Every portfolio company negotiates independently. None have vendor-specific leverage. We bring aggregate intelligence across 200+ contracts to every deal. You keep 70% of savings.

34%
Avg. Savings
$2.4M+
Saved for Clients
$0
If No Savings
Quick Answer

Private equity portfolio companies save an average of 34% on SaaS contracts when negotiated with aggregate intelligence across the portfolio. A 12-company portfolio spending $1.8 million per year on Salesforce across separate contracts typically consolidates and renegotiates to $1.2 million, saving $600,000 that drops directly to EBITDA.

Why private-equity overpay for SaaS.

1

Every Portfolio Company Negotiates Alone

A 12-company portfolio might have 12 separate Salesforce contracts, each negotiated independently with zero leverage from aggregate spend. Vendors love this.

2

Post-Acquisition Stack Redundancy

After an acquisition, the combined entity runs two CRMs, two marketing platforms, and two of everything else. Consolidation saves 30-50% but requires vendor negotiation expertise.

3

No SaaS Procurement Expertise

Portfolio ops teams focus on revenue growth and operational efficiency. SaaS procurement falls through the cracks because nobody owns it. We fill that gap.

4

Value Creation Through Cost Reduction

Reducing SaaS spend by $500K across a portfolio drops directly to EBITDA. At a 10x multiple, that is $5M in enterprise value created from renegotiated software contracts.

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Tools we commonly negotiate for private-equity.

Salesforce HubSpot Microsoft 365 Slack ZoomInfo Gong NetSuite Carta Datadog AWS

What savings look like for private-equity.

Anonymized examples based on recent negotiations. Your results will vary based on contract terms, timing, and vendor relationship.

PE firm, 12-company portfolio
List / Current$1,800,000/yr combined
Negotiated$1,200,000/yr combined
Savings$600,000/yr
Growth equity portfolio company, 150 employees
List / Current$210,000/yr
Negotiated$138,000/yr
Savings$72,000/yr
Mid-market PE platform company
List / Current$165,000/yr
Negotiated$105,000/yr
Savings$60,000/yr

Ready to see what we can save you?

We've negotiated hundreds of SaaS contracts for private-equity. We know the benchmarks, the leverage points, and the timing tricks.

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Three steps. Zero risk.

📋

1. Tell Us What You Pay

Share your current SaaS contracts. We'll benchmark every line item against our database of thousands of negotiated deals.

🤝

2. We Negotiate For You

Our team handles every vendor conversation. No awkward calls for you. We know exactly which levers to pull.

💰

3. You Keep 70% of Savings

When we save you money, you keep 70% of every dollar saved. If we can't save you anything, you pay $0. Simple.

Common questions from private-equity.

Can you work across our entire portfolio?

Yes. Portfolio-wide engagement is our strongest use case for PE. We audit SaaS spend across all portfolio companies, identify consolidation opportunities, and negotiate each vendor with aggregate intelligence.

How does this impact EBITDA and valuation?

SaaS savings drop directly to EBITDA. At typical PE multiples, every $100K in annual SaaS savings can create $800K-$1.5M in enterprise value. We provide documentation for your value creation reports.

Do you work with the portfolio ops team or individual company leadership?

Both. We typically engage at the portfolio ops level for strategic alignment, then work directly with each portfolio company's finance or ops lead for vendor-specific negotiations.

What is the minimum portfolio size?

We work with PE firms managing 3 or more portfolio companies. Even a small portfolio typically has $200K-$500K in combined SaaS spend that is highly negotiable.

Can you help with post-acquisition SaaS consolidation?

Yes. Post-acquisition stack consolidation is one of our most common PE engagements. We identify overlap, recommend consolidation paths, and negotiate the surviving vendor contracts for maximum savings.

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7 proven tactics to cut 20-30% off your next SaaS contract. Real scripts, timing strategies, and vendor-specific leverage points.

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Stop overpaying for SaaS.

Drop your info and we'll come back within 24 hours with an honest savings estimate for your SaaS contracts. If we can't save you money, we'll tell you.

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42 pages of negotiation tactics, email scripts, and vendor-specific strategies used by procurement teams at top companies.

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