AI-Powered Growth Engine

Scale your home
services portfolio

AI-driven lead generation and operational efficiency solutions purpose-built for private equity firms managing home services companies.

3.2x

Average Lead Volume Increase

47%

Reduction in CAC

$2.1B

Portfolio Revenue Managed

89%

Client Retention Rate

The Platform

Your AI command center

One unified engine that connects lead generation, operational analytics, and AI-driven automation across every company in your portfolio.

AI Lead Generation

Predictive models identify high-intent homeowners in your service areas. Automated outreach fills pipelines at portfolio scale.

Portfolio Analytics

Real-time dashboards aggregate performance across every portfolio company. Spot trends, bottlenecks, and growth opportunities instantly.

Operational AI

Automate scheduling, dispatch, customer follow-ups, and review management. Free your operators to focus on growth, not admin.

Built for PE

Engineered for operators who think in multiples

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

Deliverables

What to expect

3-5x

Lead Volume Increase

Predictive targeting and automated outreach generate qualified leads at portfolio scale, not one-off campaigns.

40-60%

Lower Cost Per Acquisition

AI optimization eliminates waste spend. Every dollar works harder across every market you operate in.

100%

Portfolio Visibility

Real-time dashboards give you a single source of truth across brands, markets, and service categories.

90 Days

Time to Full Deployment

From signed agreement to fully operational across your entire portfolio. No 18-month integration timelines.

How It Works

From onboarding to outcomes

01

Portfolio Audit

We map every company in your portfolio -- their markets, services, current lead sources, tech stack, and operational bottlenecks.

02

AI Model Configuration

Our AI models are trained on your specific service areas, customer profiles, and competitive landscape. No generic templates.

03

Phased Rollout

We deploy across your portfolio in controlled waves, validating performance at each stage before expanding.

04

Continuous Optimization

AI models refine themselves weekly based on conversion data, seasonal patterns, and market shifts. Performance compounds over time.

Performance guaranteed

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

Schedule a BriefingNo commitment required
FAQ

Common questions