Private Equity
Scale multi-partner selling
across your portfolio
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Trusted by publicly-traded companies
Why private equity companies need PartnerTap
What if your complementary investments could scale cross-selling into their customers? In theory they can, but in practice they lack the data, automation, and co-selling agents to scale these multi-party sales motions efficiently.
It’s not the sales operations teams’ fault. The CRM systems each portfolio company uses were never designed to share data or co-sell with reps outside the four walls of their company. That’s why PE firms need PartnerTap’s Agentic Co-Selling Platform.
PartnerTap gives PE firms, and their portfolio companies, a data sharing compliance platform that’s already been vetted and approved by the largest technology companies in the world. PartnerTap goes beyond other account mapping tools in the industry and gives companies a full multi-partner co-selling solution, automated attribution reporting, and robust MCP so teams can use their existing agents to co-develop pipeline, co-expand and co-retain current customers, and scale co-selling motions with other portfolio companies and partners.
“Driving outcomes with your partner ecosystem requires data sharing and a co-sell activation program. This highly effective growth strategy only works if you have a solution like PartnerTap.”
Rebecca Jones
Chief Growth Officer, Bridge Partners
PartnerTap has a unique approach for tracking multi-touch marketing and multi-partner influence on pipeline and revenue. PartnerTap’s automated attribution product can bring together the 28 significant marketing and partner events that drive and influence today’s enterprise deals.”
Jay McBain
Chief Analyst Channels, Partnerships & Ecosystems, Omdia
How do PE firms use PartnerTap?
Private equity firms use PartnerTap to help their portfolio companies cross-sell and win more business with sister companies and partners. Here’s how:
- Empower sales teams with agentic co-selling so they can engage AEs at sister portfolio companies and orchestrate influence around every active opportunity and target account. PartnerTap’s MCP works with the LLMs and agents already approved at each portfolio company so their sales reps can access PartnerTap data in their existing agents.
- Build an outcomes-driven data sharing program on top of PartnerTap’s data sharing policy compliance platform. The PartnerTap platform is GDPR compliant and ensures each company’s data sharing policies are enforced. PartnerTap’s data sharing compliance platform is already approved by security, privacy, and legal teams at the largest technology companies in the world.
- Automate account mapping and pipeline sharing across portfolio companies and with the PE firm. PartnerTap automates account mapping and gives teams the portfolio coverage and product whitespace analysis across accounts.
- Triangulate multi-party data to understand which portfolio company reps to engage on current opportunities. PartnerTap’s multi-partner reports also identify the best targets for multi-portco campaigns, strategic events, and strategic sales motions.
- Orchestrate portco-to-portco (P2P) sales motions to instantly align and introduce portfolio companies for cross-selling or new business sales motions. PartnerTap’s automated P2P co-selling workflows automate the double-opt-in and introduction process between sellers at different portcos for account planning and deal strategy conversations.
- Use co-selling engagement data to understand which portco sellers and RVPs need additional coaching or incentives to focus on these high-propensity-to-buy accounts with each other.
- Get automated attribution tracking to measure the new pipeline and revenue generated or influenced by each portco’s co-business development effort, each co-marketing campaign, and each co-expansion play.
Financial impact
PartnerTap customers drive impressive outcomes
PartnerTap’s customers drive impressive outcomes and have the attribution reports to prove it.
50%
Partner Manager time saved each week
Top 5 global software company’s PAMs moved from reactively looking up accounts one-by-one to proactively identifying new pipeline.
100x
More partner sales rep introductions
Top 10 global OEM activated thousands of new sales conversations for refresh and cross-selling sales motions.
$1B
New partner-sourced pipeline generated
Top 5 global software company generated more than a billion dollars in net-new pipeline for their sales teams and partners.
40%
Win rate on PartnerTap deals
Top 10 global OEM sees 4x higher win rates on opportunities identified and activated by PartnerTap.
MCP & AI
Agentic Co-Selling Platform
PartnerTap’s MCP gives companies unlimited access to the interconnected, multi-partner mapped data, attribution details, and power of PartnerTap so companies can add agentic co-selling to their existing sales agents, marketing agents, partner team agents, and success team agents.
CUSTOMER RECOGNITION & AWARDS
Recognized by the people who use it
G2 awards are earned from verified customer reviews. Our customers have tried the other solutions and speak with confidence when they say PartnerTap is the easiest to setup, easiest to administer, easiest to use, and has the best ROI because PartnerTap actually generates new revenue with partners.
Best ROI
Easiest Setup Enterprise
Easiest Admin Enterprise
Easiest To Use Enterprise
High Performer Enterprise
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