Marketing built for
PE Portfolios.
Private equity rollups need consistent, measurable growth across every portfolio company. We standardize the platform and roll results into one investor-grade dashboard.
AI-first portfolio marketing from CI Web Group — standardized growth platform, AI-search visibility, and portfolio-wide reporting. Powered by Hydra OS.
- Growth platformSame engine, every portfolio company.
- Comparable reportingOne view across the whole book.
- Agency sprawlConsolidate spend; raise the floor.
Outcomes, not activity.
Growth platform
Same engine, every portfolio company.
Comparable reporting
One view across the whole book.
Agency sprawl
Consolidate spend; raise the floor.
How your customers find you has fundamentally changed.
Buyers used to scan ten blue links. Now they read an AI Overview, ask ChatGPT or Perplexity, or send an AI agent to do the searching for them — and most never click through at all. Ranking #1 isn't enough; you have to be the cited answer.
What it means for PE Portfolios
Inconsistent marketing maturity makes portfolio companies hard to compare and steer. One AI-first platform raises the floor on every portco — consistent sites, SEO, and AI visibility — with standardized, investor-grade dashboards and less duplicated agency spend.
Consumers are starting to delegate buying to their own AI agents. We don't just optimize for human readers and Google — Cortex and Synapse make your business answerable and bookable by other AI agents, so you win the transaction before a competitor is even in the conversation. We started building this years ago. Most agencies haven't started at all.
We know what you're up against every day.
Inconsistent marketing maturity across the book
Portfolio companies range from sophisticated to neglected, making performance impossible to compare or steer centrally.
No standardized, investor-grade reporting
Different agencies and tools per portco mean no apples-to-apples metrics — and no clear view of marketing ROI across the portfolio.
Duplicated agency spend and slow integration
Every acquisition brings its own vendors and tech debt, inflating cost and slowing value creation.
We build every page and answer around the decision your customers are really making.
- ✓Consistent, professional brand experience
- ✓Local relevance per portfolio company
- ✓Fast, reliable digital presence
- ✓Trust signals that convert
- ✓Easy contact and booking
A newly acquired company needs to grow immediately without a year-long marketing rebuild.
It deploys onto the shared Hydra OS platform fast, with SEO and AI visibility live quickly — and reporting that rolls up to the firm.
An operating partner wants to compare lead-gen performance across the whole portfolio.
One standardized dashboard shows rankings, leads, and AI citations across every portco, apples-to-apples.
We're at the table before the LOI — and after the close.
For private-equity firms building in home services, trades, and professional services, digital authority is part of the asset — and part of the thesis. We play a critical role across the whole deal lifecycle: evaluating a target's digital equity before you commit, informing the number you bring to the table, deciding whether a brand stays standalone or gets rebranded and tucked in, and then standardizing reporting and lead gen across the book through exit.
Platform + add-ons
A buy-and-build platform absorbing bolt-ons. We standardize each add-on onto one stack while preserving the equity worth keeping.
Tuck-in / bolt-on
Smaller acquisitions folded into a platform brand — migrated with redirect and authority-preservation strategy so rankings survive the move.
Hub-and-spoke consolidation
Regional roll-ups under a consolidated brand. We plan coverage so consolidated markets don't cannibalize their own search.
Standalone brands
High-authority brands we recommend keeping independent — because their domain equity, reviews, and local dominance are worth more intact.
Pre-LOI digital due diligence
Before you commit, we quantify a target's digital authority — organic and AI-search footprint, domain equity, review profile, lead-gen health, and geographic coverage.
Negotiation support at the table
Our findings inform valuation and leverage: weak or overstated digital becomes a repricing argument; hidden strength becomes confidence in the number.
Standalone vs. rebrand & tuck-in
We assess whether a brand has the authority to remain standalone or is prime to rebrand and tuck in — so you never destroy SEO equity by consolidating a brand that was worth keeping.
Investor-grade aggregate reporting
One standardized dashboard across the book — rankings, leads, AI citations, and ROI, apples-to-apples for operating partners and the IC.
Standardized capture + routing
Consistent, high-converting lead capture and routing across every portfolio company, on one platform instead of a dozen agencies.
Exit-ready digital asset
A clean, documented, defensible digital footprint that survives diligence on the sell side and supports the multiple.
- 01
Pre-LOI evaluation
We evaluate the target's digital authority and lead-gen health before you go to LOI — so you know exactly what you're buying.
- 02
At the table
Findings feed the negotiation: they shape the price, the value-creation thesis, and the integration plan you commit to.
- 03
Standalone or tuck-in
We make the authority call — keep the brand standalone, or rebrand and tuck in with a migration plan that preserves equity.
- 04
100-day standardization
Migrate onto one platform, consolidate vendors, and stand up investor-grade reporting across the portfolio.
- 05
Value creation → exit
Drive lead gen and EBITDA, report it cleanly, and hand the next buyer a documented, defensible digital asset.
From the first evaluation before LOI to a clean asset at exit, we are experts at the digital side of the deal — and we sit on your side of the table.
Website, SEO, AI search, local, content, lead gen.
A site built to book portfolio leads
A fast, static, conversion-built PE Portfolios website — engineered for Core Web Vitals, mobile, and one-tap calls so visitors become portfolio leads.
- ✓Sub-second loads
- ✓Click-to-call + forms
- ✓Service + city pages
- ✓95+ Lighthouse
Not just a brochure — a system that runs work.
Every portfolio company runs different tools, so lead capture and reporting are inconsistent and manual. We build those tasks into your website instead — capturing leads, improving the customer experience, and freeing your team.
Standardized lead capture
Consistent, high-converting forms across every portco.
Portfolio reporting dashboard
Roll up leads, rankings, and AI citations in one view.
Per-brand booking / intake
Each company books locally on a shared platform.
Centralized analytics
Apples-to-apples performance across the book.
Rapid deployment for acquisitions
Spin up a new portco's site fast, fully instrumented.
Customizable to your workflow · we love collaborating on new tools as you grow
Plan your PE portfolio site before you spend a dollar.
Use our free Strategic Planning System — open to anyone — to let our AI build a strategic plan for your website architecture and content. It identifies your target segments, your services and service variations, and the geographic coverage that wins your market. Keep the plan whether you work with us or not.
Target segments
Identify the audiences in your industry actually worth pursuing — and the intent behind each.
Services & service variations
Map your full service catalog and its variations into pages that rank and answer real questions.
Website architecture
A clear sitemap and page structure built for SEO, AI search, and the way buyers navigate.
Content strategy
A topic and publishing plan that feeds traditional search and AI answers alike.
Geographic coverage
Plan the cities and service areas to cover — and the page strategy to own each one.
Demand depends on the trade.
An HVAC location and a roofing location don't peak at the same time — and the services that sell shift with the season. Pick a trade to see its real demand rhythm, so you can plan content and campaigns ahead of each spike.
AC tune-ups and maintenance-plan signups before summer demand spikes.
AC repair and replacement urgency — capture emergency and same-day intent.
Heating tune-ups, indoor air quality, and pre-winter system checks.
No-heat emergencies and furnace replacement — financing matters most.
Planning a multi-trade brand? We build ahead of demand for every trade you run
Every lead answered in
18 seconds. Booked while it's hot.
78% of buyers hire the first company that responds — yet the average contractor takes 42–47 hours. Our AI answers, qualifies, and books in seconds, day or night, so the portfolio lead is yours before a competitor even sees the lead.
Form, call, chat, or an AI agent — any hour.
AI Chat answers and books — via OnePath.
Straight into Every brand's CRM, Portfolio calendars, Any major scheduling system.
An on-site assistant that answers questions, qualifies the visitor, and never sleeps — trained on your services, pricing, and service area.
Books the job straight into your calendar in the moment of intent — no phone tag, no lost lead.
When a consumer's AI agent comes to transact, our agent answers it agent-to-agent and books the appointment automatically.
Prefers a person? The same flow hands off to a live human booking experience without losing the thread.
Powered by our OnePath integration — so no PE Portfolios lead ever sits in an inbox waiting for a callback.
Run the numbers on
more booked portfolio leads.
Drag your current monthly leads to see what a Hydra OS lift is worth at your close rate and average ticket.
Illustrative model at a 55% lead lift; your results depend on market, close rate, and ticket. We'll build a real projection for your business.
How your customers find you now.
Buyers increasingly ask AI before they call. Toggle to see PE portfolio searches as a blue-link list versus your business cited directly in ChatGPT, Gemini, Perplexity, and Google AI Overviews.
Best [service] company in [city]?
Your portfolio company named in the answer.
[PortCo] near me?
Consistent, optimized presence everywhere.
Compare [PortCo] options?
Strong, standardized pages that win.
Cortex optimizes schema, content depth, citations, and entity signals so AI engines trust your brand as the authoritative local operator.
The questions owners (and AI) ask.
How does private equity standardize portfolio marketing?
Deploy one platform across every portfolio company for consistent websites, SEO, AI visibility, and reporting — so you can compare and steer performance across the book. Hydra OS makes it investor-grade.
How do I get comparable marketing metrics across portcos?
A shared platform produces standardized dashboards (rankings, leads, AI citations) so every company is measured the same way.
How do I reduce agency sprawl across a portfolio?
Consolidate duplicated agency spend into one AI-first platform that raises the floor on every company at lower total cost.
Win the answer at every stage of intent.
Your customers ask Google and AI different questions as they move from problem to purchase. We map the real PE Portfolios questions at each stage — and build the content that gets cited in AI Overviews, ChatGPT, and Perplexity, then converts.
They don't know you yet — they're asking AI and Google about the symptom.
“How do I evaluate a target's digital footprint?”
Diligence content earns operators and partners.
“What drives value in a [vertical] roll-up?”
Thesis content builds authority.
Now they're weighing approaches, costs, and who to trust.
“Standardize brands or keep them separate?”
Strategy content guides portfolio decisions.
“How do I consolidate marketing across portcos?”
Playbook content drives engagement.
High intent — local, urgent, ready to book or buy.
“Digital due-diligence partner for PE”
Service pages win ready firms.
“Multi-location marketing platform for portfolios”
Platform pages convert intent.
What customers get wrong — and the truth.
Rebrand every acquisition into the platform.
Strong local brands lose hard-won equity when flattened.
Marketing is a post-close afterthought.
Pre-LOI digital diligence should shape the deal itself.
One agency per portco is fine.
Fragmented vendors kill comparability and margin.
Most agencies tag every site “LocalBusiness.” We don't.
Schema markup is how you tell Google and AI engines exactly what you are. Generic LocalBusiness markup leaves rich results and AI citations on the table. For PE Portfolios, we use the precise schema.org types that make you eligible for more — and easier for answer engines to trust and cite.
"@type": "LocalBusiness"Technically valid, strategically lazy — it tells engines almost nothing about you.
"@type": "Organization / Corporation + per-portco markup"A portfolio is a parent entity over many companies. We model the firm as Organization/Corporation and each portfolio company with its own correct, industry-specific schema type.
subOrganization (portcos)Links each company to the firm while keeping its own entity.
Industry-specific type per portcoEach company gets the right type (HVACBusiness, Plumber, etc.) — not generic markup.
AggregateRating + Review (per brand)Local trust signals across the book.
FAQPage + areaServedFAQ rich results and accurate local coverage per company.
- Per-company local relevance
- Standardized portfolio markup
- Consistent multi-brand citations
The signals that make PE Portfolios buyers — and AI — trust you.
~94% of AI citations come from earned, third-party signals. We build those signals into your site automatically — so you're the answer engines repeat and the company customers choose.
Transparent pricing, displayed
Built-in systems publish clear, structured pricing — the context AI engines need to cite you and the trust buyers need to call.
Real work stories from Google Reviews
We integrate your Google Reviews and turn real jobs into on-page stories and schema — proof that helps you get cited and chosen.
ADA compliance, built in
Every Hydra OS site is engineered to be accessible and ADA-conscious by default — reducing risk while widening your audience.
Is your PE portfolio business AI-ready?
Check everything that's true today. Your score updates live — no email required.
AI engines and Google are sending your customers elsewhere. This is the gap Hydra OS was built to close.
Get your free visibility assessment“Every portfolio company now grows on the same engine — and I can compare them apples-to-apples.”
We ship new sites every single week.
Most agencies hide the work. We publish a live portfolio of Hydra OS sites that are already live, just launched, and building right now — Cortex AI in action, in the open. Your PE portfolio site comes together the same transparent way.
Why PE portfolio companies trust CI Web Group.
Standardize the growth engine across the book
Inconsistent marketing maturity makes portfolio companies hard to compare and steer. One AI-first platform raises the floor on every portco — consistent sites, SEO, and AI visibility — with standardized, investor-grade dashboards and less duplicated agency spend.
- ✓No long-term contracts — month-to-month
- ✓PCI DSS Level 2 compliant (Level 1 in progress)
- ✓Every lead tracked with WhatConverts
- ✓You own your site, domain, and data
- ✓24/7 helpdesk with real Slack access
“Jennifer is one of the true visionaries in this industry — someone who sees what's coming before the rest of us do, and then builds it anyway. That second part is the rare one. Plenty of people can describe the future on a stage. Very few will restructure their own company, bet their reputation, and do the hard building required to actually get there. Jennifer does both, and she has been doing it for twenty years.
Working alongside her has been one of the real privileges of my career. She shares what she knows. She builds for the whole ecosystem, not just her own clients. She has been generous with me, honest with me, and consistently right about where the industry is heading. The energy, the heart, and the vision she brings to everything are genuinely rare, and the industry is better for it.
So when Jennifer writes that the contractor shouldn't have to walk this road alone, I believe her — because that is exactly how she has shown up for the people building alongside her, including me.”
One platform built for PE Portfolios.
Not a stack of plugins.
While most agencies are still bolting AI onto WordPress, we've spent years building our own operating system, agentic network, data lake, and central intelligence engine. Five layers work as one — and they compound.
Hydra™
The OS and brain that builds and runs everything — Vector, CAG, RAG, and autonomous agents. It generates and optimizes your Astro static website, but it is not the website itself.
Cortex™
The engine that researches demand, writes and validates content (20 articles/month), builds schema, and optimizes for SEO, AEO, and GEO every single day.
Synapse™
The brain — a data lake with RAG and CAG that reasons over 20 years of trades data so every decision and answer is grounded in what actually works.
Autonomous agents
Thousands of specialized agents publish, optimize, respond, and book around the clock — and talk to other AI agents on your behalf.
Industry experts
Senior trades-marketing strategists set direction, supervise the agents, and own the outcomes. 20% human, 80% AI, 100% accountable.
Hydra, Cortex, and Synapse — run by autonomous agents and directed by trades experts. Together, that's a moat competitors can't buy off a shelf.
We don't just run your AI — we train your whole team.
The PE portfolio owners who win with AI aren't the ones who hear about it once. We help you automate the redundant, administrative work across your entire business — through the JustStart AI community, live workshops, and events.
Automate the busywork
We teach your team to use AI for the redundant, administrative work — quoting, follow-ups, scheduling, reporting — so people do higher-value work.
Live workshops & events
200+ live and virtual training opportunities a year — and we never repeat the same presentation, because the tools change that fast.
The JustStart AI community
Ongoing access to a community built to help trades and service businesses actually adopt AI — not just hear about it.
We build with you
We love collaborating with clients on new tools and strategies — your edge cases become everyone's next feature.
From plan to launch, in order.
Your path is the same three steps every PE portfolio business takes with us — but the instructions below are specific to your trade.
Strategic planning
Use the planner to map each portfolio company's services, markets, and authority — and the standardize-vs-distinct-brand strategy.
Open the free plannerCustomize your plan
Customize a portfolio package with standardized reporting and per-portco flexibility, weighted to your value-creation plan.
Build your packageOnboarding
Onboarding captures each company's local story and earned authority into its own entity.md — standardized system, distinct voices.
See onboardingWhere your story becomes your edge.
Our process ends with onboarding for a reason. The answers you give us become your entity.md — the source of truth our AI references every time it represents your PE portfolio business. So whether we're designing the website or writing pillar pages, sales copy, blogs, or local content, everything is built to differentiate you — not echo your competitor.
These claims are table stakes. If this is all your site says, you sound exactly like the competitor down the road — to buyers and to AI.
- Operational excellence
- Value creation
- Synergies
- Best-in-class
- Scalable platform
Differentiate each portco locally
Even on a shared platform, every company needs its own entity.md so it sounds local and distinct — not homogenized.
Protect earned authority
Brands with real domain equity, reviews, and local dominance should keep their voice, not be flattened into the platform.
Standardize the system, not the story
Consistent tech and reporting across the book — while each brand's unique story still differentiates it in-market.
Capture the founder's edge
The acquired operator's hard-won local knowledge is differentiation gold — get it into the entity.md before it walks out the door.
The richer your entity.md, the sharper everything we produce. Have these ready.
See the onboarding form- ✓Each portco's unique local story and credentials
- ✓Which brands have authority worth preserving
- ✓What standardizes vs. stays distinct
- ✓The founder/operator knowledge to capture
The questions.
Yes — consistent platform, one dashboard.
See Hydra OS on your PE portfolio business.
30 minutes with a senior strategist — live platform, your real market, and transparent pricing in the package builder.
- 30-minute Zoom
- No deck, no pitch
- Strategist, not SDR
- Walk the live dashboard