
AI-driven lead generation and operational efficiency solutions purpose-built for private equity firms managing home services companies.
Average Lead Volume Increase
Reduction in CAC
Portfolio Revenue Managed
Client Retention Rate

One unified engine that connects lead generation, operational analytics, and AI-driven automation across every company in your portfolio.
Predictive models identify high-intent homeowners in your service areas. Automated outreach fills pipelines at portfolio scale.
Real-time dashboards aggregate performance across every portfolio company. Spot trends, bottlenecks, and growth opportunities instantly.
Automate scheduling, dispatch, customer follow-ups, and review management. Free your operators to focus on growth, not admin.
You manage a portfolio of 5, 15, or 50+ home services companies. You need consistent lead flow, standardized operations, and data you can actually trust -- across every brand, market, and service line.
Momentum TradeFlow AI replaces the patchwork of local vendors and manual workflows with a single AI engine that scales with your portfolio, not against it.
"We replaced 12 different lead gen vendors across our portfolio with Momentum. Lead volume is up 3x and cost per acquisition dropped 40%."
-- Managing Director, PE-Backed Home Services Platform

Predictive targeting and automated outreach generate qualified leads at portfolio scale, not one-off campaigns.
AI optimization eliminates waste spend. Every dollar works harder across every market you operate in.
Real-time dashboards give you a single source of truth across brands, markets, and service categories.
From signed agreement to fully operational across your entire portfolio. No 18-month integration timelines.
We map every company in your portfolio -- their markets, services, current lead sources, tech stack, and operational bottlenecks.
Our AI models are trained on your specific service areas, customer profiles, and competitive landscape. No generic templates.
We deploy across your portfolio in controlled waves, validating performance at each stage before expanding.
AI models refine themselves weekly based on conversion data, seasonal patterns, and market shifts. Performance compounds over time.

We guarantee measurable lead volume increases within 90 days or we extend our engagement at no additional cost until targets are met.