Case Studies:
From Seed to Scale

See how ProfitPad helps SaaS startups cut chaos and scale faster.
Stage
Industry
Size
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5-Tek Medical
Healthcare SaaS
11–50 employees
Bootstrapped
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HubSpot implemented across 3 business units with speed + strategic alignment.

Allium
Blockchain SaaS
11–50 employees
Series A ($21.5M – Theory Ventures, with Kleiner Perkins + Amplify Partners)
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From SaaS chaos to a scalable system with renewals + extensions baked in.

AnswerTree
SaaS
2–10 employees
Bootstrapped
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From manual processes to scalable HubSpot automation.

Asaar Medical
Healthcare
11–50 employees
Bootstrapped
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From 90-day expectations to a full CRM build in just 3 weeks.

Blitzy
AI SaaS
11–50 employees
Seed ($4.4M – Bessemer, NFX)
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Best-in-class HubSpot recommendations + execution.

CRE Bridge Capital
Real Estate Finance
11–50 employees
Established
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Tailored HubSpot build aligned to business processes.

California Mobility
Manufacturing
11–50 employees
Established
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Automated systems → smoother, faster sales process.

Cypress Vending
Manufacturing
2–10 employees
Bootstrapped
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Rescued from a CRM mess, then scaled to launch new products.

ENTR
SaaS
2–10 employees
Pre-Seed (SOSV, Plug and Play, BBQ Capital)
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From chaos to $2M+ pipeline clarity in just weeks.

EquipmentShare
Construction SaaS
1,000+ employees
Series E (Enterprise)
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Enterprise-scale CRM cleanup in just 4 weeks.

EvaluAgent
QA SaaS
51–200 employees
Series A ($20M – PeakSpan Capital)
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From messy deal flow to automation + clarity in weeks.

Fowler High Precision
Manufacturing
51-200 employees
Established
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Expert HubSpot execution with unmatched communication.

Incentiv
Analytics SaaS
11–50 employees
Seed ($3M – Bowery Capital)
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Seamless HubSpot implementation, flawless execution.

Jet Hotel Solutions
Hospitality SaaS
2–10 employees
Bootstrapped
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Driving 10x ROI in weeks.

Joe Homebuyer
Real Estate
11–50 employees
Established
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From CRM chaos to on-time, on-budget HubSpot launch.

LanceDB
AI SaaS
11–50 employees
Series A ($30M – YC, Theory Ventures, Databricks Ventures)
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From unclear tracking to automated insights.

Mallard Bay
SaaS Marketplace
11–50 employees
Series A ($4.6M – Soul Venture Partners, Acadian Capital)
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From messy pipelines to scalable RevOps engine in the $500B outfitter market.

Nystrom & Associates
Healthcare
1,001–10,000 employees
Established
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From complex HubSpot chaos to simplified, effective systems.

Paces
Energy SaaS
11–50 employees
Series A ($11M – YC, Navitas Capital)
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From fragmented data to $11M Series A–ready reporting.

Prosal
RFP SaaS
2–10 employees
Seed ($1.58M – Fusen Fund, Brickyard, Recursive Ventures)
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Confidence in HubSpot Enterprise from day one.

Quiq Capital
Finance
2–10 employees
Bootstrapped
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From CRM clutter to investor-ready clarity.

Sage Eldercare Solutions
Healthcare
51–200 employees
Established
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From failed rollout to a disciplined HubSpot rebuild.

SmartScout
E-commerce SaaS
11–50 employees
Bootstrapped
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From blind spots to 10x reporting accuracy.

Treet
E-commerce SaaS
11–50 employees
Series A ($10M – Two Sigma Ventures, First Round Capital, Bling Capital, Techstars)
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Agile HubSpot rebuild delivered under tight deadlines to support rapid growth and sales team adoption.

Visit.org
Social Impact SaaS
51–200 employees
Enterprise
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Custom objects + integrations built to scale.

Waltz
Real Estate SaaS
11–50 employees
Series A ($12.5M – Aleph, TLV Partners, and angels)
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From Zoho migration to a tailored SaaS sales process.