#68 - Beyond the CRM: How Data Drives Value Creation in Private Equity
HubSpot
PodSpot
In episode #68 of PodSpot, host Jon Pittham, Founder of Karman Digital, is joined by Dylan Grevatt, Head of Strategy to explore why commercial data has become one of the biggest drivers of value creation for private equity-backed businesses.
As growth expectations rise, CRM is no longer just a system of record. It's becoming a critical part of how organisations scale, improve visibility and unlock new revenue opportunities.
Jon and Dylan discuss why so many businesses still overlook their commercial data during the crucial early stages of investment, the risks that create over time, and why AI is raising the importance of getting the fundamentals right.
If you're involved in private equity, professional services or any business focused on sustainable growth, this episode offers a fresh way of thinking about the role of CRM in creating long-term value.
If you’d like to learn more about HubSpot or digital transformation, get in touch. We’re ready to help you unleash the potential of digital in your organisation.
Key discussion points:
- 04:19 - Changes in Private Equity Value Creation
- 09:13 - Relationship Intelligence, PortCo & Fund Level
- 14:37 - CRM Foundations & Pipeline Visibility
- 21:57 - Where AI Actually Fits for PE‑Backed Businesses
