ScaleMD
AI & Growth Infrastructure for Portfolio Companies
AI AGENTS DASHBOARD
DEPLOYED
PORTFOLIO HEALTH
96%
ACTIVE AGENTS
Lead Response99%
Intake Routing92%
Follow-Up Seq99%
Dispatch Engine96%
AGENTS RUNNING5
Lead Response
Dispatch
Follow-up
AI OPERATING LAYER
Deployed
AI
AGENTS

Custom agents deployed across your portfolio. Automate intake, dispatch, follow-up, and ops for HVAC, plumbing, paving, and roofing operators. Built to scale with the rollup.

Implementation Speed
92%
Agent Uptime
99%
96% Portfolio Health
WHO WE SERVE

Built for the firms behind the brands.

ScaleMD partners exclusively with Private Equity firms and Family Offices that own home service businesses. We understand the portfolio model — and we build performance marketing infrastructure that scales across every company you hold.

PRIVATE EQUITY FIRMS

You acquire home service businesses. We make sure they grow.

We deploy a proven performance marketing playbook across every portfolio company — standardized attribution, consistent ROAS targets, and portfolio-level reporting your deal team can act on.

Rapid 14-day deployment across new acquisitions
Standardized call tracking and attribution setup
Portfolio-level ROAS and CPL dashboards
Vertical-specific benchmarks by market
FAMILY OFFICES

Long-hold strategies need reliable revenue infrastructure.

Family offices don't flip — they build. We build the marketing engine that keeps your home service investments generating consistent, attributable revenue for the long haul.

Long-term campaign architecture and budget pacing
Seasonal demand planning by vertical and market
Market-by-market expansion playbooks
Quarterly business reviews with LBO-ready reporting
THE PROBLEM

Why home service portfolios underperform on marketing.

Three patterns we see in nearly every portfolio we audit.

01
Broken or Non-Existent Marketing
Most home service businesses are acquired with zero digital marketing infrastructure. No tracking, no attribution, no campaigns — and revenue is being left on the table every single day.
02
No Portfolio-Level Visibility
Without standardized attribution across every company, you have no idea which markets, channels, or verticals are generating the best returns. You can't optimize what you can't see.
03
Generic Agencies Don't Get It
Most agencies don't understand home service economics — CPL targets, close rates, seasonal demand curves, job ticket sizes. They run clicks. We run growth.
VERTICALS

Deep expertise where it counts.

We don't dabble across industries. We've built playbooks for the verticals PE firms care most about.

HVAC
Heating, Cooling & Ventilation

Seasonal demand spikes, urgent service calls, and high LTV customers. HVAC is one of the highest-converting home service categories for paid search — and we know exactly how to run it.

Avg CPL: $34
Avg ROAS: 8.2x
Plumbing
Emergency, Repair & Installation

High urgency, high intent. Plumbing customers search when they need help now. We make sure your company is the first one they call — and that the phone actually rings.

Avg CPL: $41
Avg ROAS: 6.7x
Paving
Asphalt, Driveways & Commercial

High-ticket, longer sales cycles. We build lead nurture funnels and paid search strategies that convert residential and commercial paving prospects at scale.

Avg CPL: $28
Avg ROAS: 11.3x
Roofing
Residential, Commercial & Storm

One of the highest-revenue verticals in home services. We've built roofing campaigns from scratch and scaled them to $200k+ in monthly revenue from paid ads alone.

Avg CPL: $38
Avg ROAS: 7.4x
+ More
Electrical, Landscaping & Others

Electrical, pest control, pool service, garage doors, landscaping, and beyond. If it's in your portfolio, we've run campaigns in that vertical.

All verticals
One partner
VERTICALS WE SERVE

Deep expertise across every home service category.

HVAC
Plumbing
Roofing
Paving & Asphalt
Electrical
Landscaping
Pool Service
Pest Control
Garage Doors
Pressure Washing
Junk Removal
Window Cleaning
Appliance Repair
Foundation Repair
Painting
HVAC
Plumbing
Roofing
Paving & Asphalt
Electrical
Landscaping
Pool Service
Pest Control
Garage Doors
Pressure Washing
Junk Removal
Window Cleaning
Appliance Repair
Foundation Repair
Painting
DON'T SEE YOUR VERTICAL?
WHAT WE DO

Performance marketing, end to end.

We manage the entire paid acquisition stack — Google to Meta to landing pages to portfolio reporting. You get the results. We handle the rest.

BUILT FOR PE FIRMS & FAMILY OFFICES

Lead Generation & AI Automation for Every Portfolio Company

We help PE-backed service businesses build the systems that capture demand, convert leads, and automate operations — across HVAC, plumbing, paving, and roofing companies simultaneously.

Portfolio performance dashboard
Real Impact

The numbers PE firms see when performance marketing runs right.

Not projections. Actual results from active portfolio companies.

Average ROAS
8.4xreturn

average return on ad spend across active portfolio companies — HVAC, Plumbing, Paving & Roofing.

Average CPL
$47per lead

average cost per qualified lead across all verticals and platforms we manage.

Revenue Generated
$2.4M12mo

total portfolio revenue attributed to paid campaigns in the trailing 12 months.

Companies Managed
34+active

portfolio companies actively running performance marketing through ScaleMD.

See it for your portfolio

Book a portfolio audit call and get your custom ROAS projection.

HOW IT WORKS

Four phases. One seamless deployment.

Most portfolio companies are live and generating leads within 14 days.

01
Portfolio Audit
Week 1
We audit every portfolio company's current marketing spend, digital presence, and competitive landscape. You get a clear breakdown of where the gaps are and what revenue is being left on the table.
02
Infrastructure Build
Weeks 2–3
We set up call tracking, analytics, conversion events, and landing pages for every company. Campaign architecture is built from scratch — keyword structures, audience segments, bidding strategies, creative.
03
Launch & Calibrate
Month 1
Campaigns go live across all channels. We run weekly optimization cycles — adjusting bids, creative, and budgets based on early performance data to hit CPL targets as fast as possible.
04
Ongoing Optimization
Continuous
Monthly performance reports, quarterly strategy reviews, and continuous optimization. As individual companies grow and new acquisitions come in, we scale with you — adding channels, markets, and capabilities.
PRICING

Priced for portfolios, not one-off clients.

Retainer covers management. Ad spend is billed directly to your accounts — full transparency, no markups.

SINGLE COMPANY
$2,500/mo
For 1–2 portfolio companies
All ad platforms — Google, Meta, LSA
Campaign architecture and full launch
Call tracking and conversion attribution
2 custom landing pages built and optimized
Weekly campaign optimization cycles
Monthly performance report
Dedicated ScaleMD account manager
Per company, per month
MOST POPULAR
PORTFOLIO PARTNER
$1,800/mo
For 3–6 portfolio companies
Everything in Single, for every company
Portfolio-level dashboard and reporting
Cross-company ROAS and CPL benchmarking
Priority 14-day onboarding for new acquisitions
Creative production — ad copy, images, scripts
Landing page A/B testing and optimization
Quarterly strategy and deal team review calls
YouTube + TikTok video ads included
Per company · 28% savings vs. single
ENTERPRISE
Custom
For 7+ companies or $500k+ ad spend
Everything in Portfolio, fully active
Dedicated ScaleMD growth team
White-glove onboarding for all portfolio companies
Custom reporting integrations (BI tools, data rooms)
Executive quarterly business reviews
Market expansion playbooks by vertical
Ad creative studio — video, photography, copy
First access to new ScaleMD capabilities
Custom pricing for full-portfolio engagements
No Long-Term Lock-In
Month-to-month. Cancel anytime.
We earn your business every month. Most clients stay because of results — not contracts.
CONTACT

Ready to grow your portfolio?

Built for operators, not consultants.

Fill out the form below and we'll reach out within one business day to schedule your free portfolio audit call.