D-Tools + Portal.io Frequently Asked Questions
This FAQ answers the questions integrators, manufacturers, and partners are asking about the D-Tools and Portal.io merger. It will be updated as new questions come in. For anything specific to your account or contract, your account team is always the fastest path.
About The Merger
Is this a merger or an acquisition?
Leadership on both sides sees this as a merger: two companies contributing leadership, product teams, and customer bases to one future, operating under D-Tools leadership. The combined company brings together the largest integrator network in the industry, backed by one team and one product vision.
Why now?
Both companies have spent years serving the same integrators from different angles. Portal.io built the leading proposal platform in the residential channel. D-Tools built the deepest workflow platform in the industry, backed by nearly three decades of category leadership. Bringing them together gives integrators one team, one product portfolio, and one product vision moving forward.
When was this decided?
G Paul Hess and Kirk Chisholm first met in March 2026 to discuss what a combination could look like. Diligence and formal negotiation followed, and the transaction closes with this announcement.
Who is running the combined company?
G Paul Hess continues as Chief Executive Officer. Kirk Chisholm, founder and CEO of Portal.io, joins as Chief Product Officer, with responsibility for the product portfolio across all three platforms. Josh Willits, Portal.io’s Chief Operating Officer, will serve as Head of Portal.io, continuing to lead the Portal business unit.
Is Portal.io changing its name?
Portal.io continues as Portal.io, operating as a product line within the combined company.
Where will the combined company be based?
D-Tools is headquartered in Reno, Nevada. Both teams operate as a distributed, fully remote, global workforce. Neither team is being relocated as a result of this combination.
Product Continuity
Will my Portal.io subscription continue as it is today?
Yes. All Portal.io subscriptions continue on their current terms. Your login, your data, your workflows, your integrations, and your support team all remain the same. Nothing about your day-to-day changes on Day 1.
Will Portal.io be discontinued?
No. There are no plans to end-of-life Portal.io. The Portal.io team continues to develop and support the product, and Portal.io continues to serve the integrators who love it for its speed and simplicity on proposals.
Will D-Tools Cloud be discontinued?
No. There are no plans to end-of-life D-Tools Cloud. It continues as the SaaS platform for integrators who need depth across their whole operation, developed and supported by the same team.
Will D-Tools SI be discontinued?
No. There are no plans to end-of-life D-Tools System Integrator (SI). It continues as the enterprise-grade platform for the largest and most complex integrator operations. Your product and your support remain in place.
Will there be a forced migration between products?
No. There is no forced migration. Every customer stays on the product they signed up for, on their current terms. Over time, we expect some customers will choose to move between products as their business needs grow and change, and as we continue to develop and differentiate the three products we offer.
Can I use both Portal.io and D-Tools Cloud at the same time?
Yes. Nothing prevents an integrator from running Portal.io and D-Tools Cloud side by side, and many already do today. Your account team can walk you through what that looks like for your specific workflow.
Which platform should I be on?
For most integrators, the right platform today is the one you are already using. Portal.io is designed for speed, simplicity, and a beautiful client-facing proposal experience. D-Tools Cloud is designed for depth across the full workflow, including project management and scheduling. D-Tools SI is designed for enterprise-grade complexity. Your account team can help walk you through which fits your business best.
Should I wait to sign up if I am evaluating?
No. If you are evaluating either product today, please continue on that path. Whichever platform you land on, you will have the same commitment from us as any other customer.
Pricing and Support
Will my subscription pricing change?
Your current pricing continues under the terms of your existing agreement. As with any subscription business, pricing evolves over time, and any future changes will be communicated with appropriate notice.
Will my support team change?
No. Support continues from the teams you know today, at the same channels, hours, and quality standards you have relied on. Portal.io customers reach Portal.io support. D-Tools customers reach D-Tools support.
Do I need to sign a new contract?
No. Existing agreements continue unchanged.
Will there be bundled pricing for customers who use more than one product?
We do not have any bundled pricing to announce. Your current pricing continues under the terms of your existing agreement, and any future change would be communicated with appropriate notice.
Looking Ahead
Will the platforms be combined into one?
No decision has been made to combine them, and none is planned as part of this announcement. Portal.io, D-Tools Cloud, and D-Tools SI each continue to be developed and supported by the teams behind them today. Any product decisions from here will be customer-led. When we have a clearer forward path, we will communicate it early and directly.
What changes for the products right now?
Nothing. This announcement is about the two companies merging. Each product continues on its current path with the team that builds it, and both companies keep investing in what they already have underway, including the AI-driven capabilities each has in market. Product decisions for the combined portfolio come later and will be led by what integrators tell us they want.
What about AI?
Both companies have been investing in AI capabilities independently. Portal.io has AI proposal generation in production, and D-Tools has been investing in AI-native workflow features. The combined engineering team gives us more surface area and more data to accelerate what we can build.
What does this mean for product data?
D-Tools operates the industry's most comprehensive product data catalog, and Portal.io brings its own extensive managed catalog and established manufacturer relationships. Accurate, consistent, and current product information is critical to your day-to-day business, and it is one of the clearest assets the two companies bring together. Your catalog works exactly as it does today.
For Manufacturers, Distributors, and Buying Groups
What does this mean for manufacturers who work with Portal.io or D-Tools?
The combined company reaches the largest integrator network in the industry. Manufacturer relationships that exist with either company today continue. D-Tools IndustryIQ, the market intelligence offering for manufacturers, distributors, and buying groups, becomes stronger as the combined dataset grows.
Will Portal.io’s manufacturer analytics offering continue?
Portal.io’s manufacturer analytics work will be brought together with D-Tools IndustryIQ over the coming months, with a broader dataset and a stronger product behind it. Existing manufacturer subscriptions continue during that transition, and our team will be in direct contact to walk through what changes and what does not.
What about partnerships with distributors and buying groups?
The combined company continues and expands its partnerships with distributors, buying groups, and industry associations. Both D-Tools and Portal.io have longstanding partner relationships in the channel, including shared memberships across major buying groups, and those relationships strengthen under the combined company.
Who is my account contact now, D-Tools or Portal.io?
Your current contact remains your contact. Portal.io and D-Tools manufacturer relationships continue with our combined team. Over time, we will align on how to better serve manufacturer partners from one roof, and we will communicate any changes directly and in advance.
Do my current co-op, MDF, or data-sharing agreements with Portal.io continue?
Existing agreements continue on their current terms. If your agreement has specific conditions tied to Portal.io’s independent operation, your account team will reach out directly to walk through how those terms apply under the combined company.
The Broader Market
Will you continue to serve residential integrators?
Yes. The CEDIA channel, residential and light commercial custom integrators, remains the core of who we are. Both companies grew up serving this channel and will continue to prioritize it.
What about commercial, pro AV, security, and international?
D-Tools will continue to expand its offering to serve commercial, pro AV, security, and international integrator communities where both companies see growing momentum. The combined dealer network gives us a stronger foundation from which to serve those markets.
How does this affect the competitive landscape?
D-Tools and Portal.io have been two of the most established software companies serving the custom integration channel for years. We continue to compete on the merits of our products, the depth of our data, and the quality of our customer support.
At CEDIA and Beyond
What is happening at CEDIA Expo 2026?
What is happening at CEDIA Expo 2026?D-Tools and Portal.io will each exhibit at CEDIA Expo 2026 in Denver this September. Attendees are encouraged to visit both booths to see live product demonstrations, meet the joint leadership team, and preview what is next.
Where can I learn more?
Visit d-tools.com/together or portal.io/together for the latest on the combined company and upcoming customer briefings. Your account team is the fastest path to answers on questions specific to your business.
How do I stay informed as things evolve?
Both companies will communicate any changes to products, pricing, or support well in advance and directly to affected customers. We are committed to transparent, timely communication throughout the integration.
For Media and Analysts
What were the financial terms of the transaction?
Financial terms are not being disclosed.
Why did Portal.io choose to combine with D-Tools rather than another company?
D-Tools has one of the deepest platforms in the custom integration industry and a strong product data infrastructure. The combination of D-Tools’ workflow depth and product catalog alongside Portal.io’s proposal experience and dealer relationships gives integrators something neither company could offer alone. The fit between the two teams, and how aligned they have always been on what integrators need, made this the right move.
Is D-Tools planning additional acquisitions?
We are focused right now on bringing D-Tools and Portal.io together the right way. We will always look for ways to strengthen what we offer to integrators, and we will not rule anything out for the future.
How many employees does the combined company have?
The combined company has a growing team across product, engineering, sales, and customer support, operating as a distributed global workforce.
Is D-Tools privately held?
Yes. D-Tools is a privately held company.