The marketing-to-value layer for PE-backed HVAC

ServiceTitan runs the shop:
stratel underwrites the enterprise value.

ServiceTitan is the system of record for HVAC operations. Stratel sits on top of that data and translates marketing into the language a PE owner underwrites — blended CAC, EBITDA contribution, and exit value across a roll-up.

+$0.0M
Recoverable from fixable operational delays
0.0×
Blended brand ROAS modeled across the platform
+0.0%
Portfolio revenue lift from brand investment
0.0×
MOIC underwritten on marketing-attributable value
Built for PE operating partners, roll-up CMOs & corp-dev · illustrative synthetic data
The modern PE-backed HVAC stack

Best-of-breed tools run the roll-up. Stratel is the missing layer.

ServiceTitan
Operations & system of record
Rilla
AI sales-call coaching
Stratel
Marketing → enterprise value
⟵ the layer that didn't exist
Trademarks are the property of their respective owners. Stratel is independent and unaffiliated; references are illustrative of category positioning.
The layer model

One layer between the system of record and the investment committee.

A PE roll-up already runs on an FSM platform. Stratel sits on top of that operating data and turns it into the EBITDA-and-exit case the IC underwrites — without replacing anything beneath it.

What the IC underwrites
Investment-committee outcomes
EBITDA contribution · MOIC · IRR · exit value
The layer that didn't exist
Stratel · marketing-to-value layer
CAC · attribution · demand physics · EBITDA bridge
Operating data it reads
ServiceTitan · system of record
jobs · calls · revenue · CRM · dispatch
The layer that didn't exist between the FSM platform and the deal team — independent of, and complementary to, whatever runs the shop.
stratelThe operating team

Your AI PE CMO and deal team.

Fifteen specialist agents do the marketing-to-value work a fractional CMO and a corp-dev team would — reading the operating data, always on, every move priced in dollars and put in front of a human to approve.

Reverse-engineer the exit
Set the number and date — the phased plan to hit it.
EBITDA → exit multiple
Marketing efficiency
ROAS, blended CAC, speed-to-answer, local rank.
lower CAC · higher ROAS
Acquisitions
Score the market, rank tuck-ins, hold price discipline.
tuck-ins at 4–6× EBITDA
Built for HVAC · architected for home services
HVACWEDGEPlumbingNEXTElectricalNEXTRoofingNEXT

The marketing-to-value engine isn't HVAC-specific — speed-to-answer, local visibility, and demand physics apply to every local-services trade. We start where the PE roll-up wave is hottest, and re-skin the same engine per vertical.

Beyond attribution · the demand layer

ServiceTitan counts the calls that came in.
Stratel models what it takes to manufacture them.

Impressions are vanity. Stratel resolves spend to the real human physics of demand — true reach, effective frequency, and the wasted exposures in between — so a PE owner funds the exposure that actually moves people, not the raw count.

Effective impressions → booked job · trailing 90 days
Impressions served0
what ServiceTitan & ad platforms count
Unique humans reached0
de-duplicated real people
Effective frequency (3×+)0
seen enough to remember the brand
Actions · leads0
called, booked, or formed
Booked jobs0
revenue ServiceTitan records
0
humans seen per booked job
0%
of impressions wasted below 3× frequency
0
effective impressions per action
Live demand signal
02:14:074,212 impressions served · 7 markets
02:14:091,740 below 3× frequency — flagged as waste
02:14:12612 net-new humans reached
02:14:152 leads attributed · blended CAC $148

The differentiation: ServiceTitan stops at “a job booked.” Stratel exposes the 9.4M impressions, 612K humans and 41% waste behind it — the resolution a PE owner needs to underwrite spend, not just report it.

Live in the product

Watch marketing become revenue — in real time

Add channels to grow the inflow. Remove operational delays to widen the stream. Every move re-rates portfolio revenue instantly — this is the actual interface, not a screenshot.

stratel.ai/overview
Marketing → Revenue · Flow model

How marketing reaches revenue

Drag a channel to grow its leads · remove delays to widen the stream — revenue re-rates live.

Modeled revenue
$77.6M
−$12.4M/yr to delays
Organic
1,950/mo
$27.3M
Google
1,500/mo
$20.2M
Local
1,080/mo
$14.5M
Social
820/mo
$7.1M
Referral
600/mo
$8.1M
Meta
520/mo
$5.6M
Yelp
420/mo
$4.6M
Direct
230/mo
$2.5M
Portfolio revenue
potential $90M
$77.6M
ttm run-rate
$93
CAC
8.7x
ROAS
7.1k
Leads
Operational delays — tap to remove & recover revenue−$12.4M/yr
Two levers: grow channel inflow · remove operational delays. Synthetic 3-company HVAC platform.See fund-level Marketing Alpha
The number the IC actually wants

Marketing, priced as enterprise value.

Stratel rolls every marketing lever into incremental EBITDA, applies the exit multiple, and reports the result as MOIC and IRR — the same math a deal team underwrites. Marketing stops being a cost line and becomes an underwritable source of value creation.

Marketing-attributable EV
+$9.6M
Incremental EBITDA
+$0.96M
Gross MOIC
2.1×
IRR
16.0%
Marketing Alpha · value bridge
17%
entry EV → marketing levers → exit EV
$108M
Entry EV
+$14M
Intake
+$19M
Demand
+$9M
Maint.
+$6M
Re-rate
$156M
Exit EV

The value-creation stack

Exit value
MOIC · IRR · enterprise value at sale
The PE owner's outcome
Marketing → revenue → EBITDA
CAC, attribution, value creation — Stratel
Stratel's layer
Operations & system of record
Dispatch, CRM, invoicing, job costing — ServiceTitan
System of record
ServiceTitan
the system of record · runs the business
Dispatch & scheduling
CRM & call booking
Invoicing & payments
Job costing & inventory
Technician management
Marketing execution (Marketing Pro)
Stratel
the value-creation layer · underwrites the upside
Blended CAC & cost-per-booked-job modeling
Marketing → EBITDA → exit-multiple bridge
Attention-weighted revenue attribution network
Acquisition scoring with live market data
Fund-level Marketing Alpha (MOIC / IRR)
Speed-to-answer economics & value-creation waterfall

How they fit together

ServiceTitan data
jobs, calls, revenue, CRM
Stratel modeling
CAC, attribution, levers
EBITDA & exit value
MOIC, IRR, enterprise value

Stratel reads ServiceTitan-style operating data and turns it into the marketing-driven value-creation case a PE board and a strategic acquirer both want to see — the layer that doesn't exist between the FSM platform and the investment committee.

PE operating partners
Underwrite and track marketing's EBITDA contribution across the platform.
Roll-up CMOs / VPs
Show the board marketing in dollars of enterprise value, not leads.
Corp-dev / diligence
Score add-on targets on marketing-visible demand before the LOI.

Make marketing an underwritable line in the model.

The marketing-and-revenue layer ServiceTitan doesn't have — purpose-built for PE-owned and roll-up HVAC.