Private Equity
Across a portfolio, every company reports a little differently, and the firm needs one view it can trust. We assess data during diligence, standardize reporting after close, and build the analytics that track value creation through the hold, from first board meeting to exit.
What we see most
- ● Portfolio companies defining KPIs differently, so roll-ups don't compare like with like
- ● Unclear data maturity of targets before acquisition
- ● Board and LP reporting assembled by hand each quarter
- ● Value-creation upside that's hard to size and track through the hold
Our approach
Every acquisition brings its own systems, KPI definitions, and reporting rhythm into the portfolio. That's normal for companies at different stages, but it makes a trusted, current view hard to hold. We start in diligence, assessing what a target's data can support. After close, we standardize reporting and build the analytics behind the value-creation plan. The result is a consistent view of every company, so performance, risk, and upside are visible whenever the deal team or the board asks.
Data due diligence
Pre-acquisition data maturity assessment, infrastructure review, and opportunity identification. We tell you what a target's data can support before you close, what it'll take to bring reporting up to the portfolio standard, and where the early analytics wins sit in the first months after close.
- ● Data maturity and infrastructure assessment
- ● Reporting and KPI readiness review
- ● Post-close analytics opportunity mapping
Portfolio company analytics
Standardized KPI dashboards across portfolio companies so performance is measured the same way everywhere. We build a common reporting layer that rolls up to the firm and drills down to each company. Board and LP reporting then draws from that same layer and refreshes on a schedule rather than by hand.
- ● Standardized cross-portfolio KPI dashboards
- ● Automated board and LP reporting
- ● Company-level drill-down and benchmarking
Value creation initiatives
Operational and revenue improvements tracked from investment thesis to result. We help portfolio companies size each lever in the value-creation plan, turn it into a measurable analytics initiative, and monitor progress over the hold, with forecasts that show whether the plan is on pace for exit.
- ● Value-creation opportunity quantification
- ● Initiative tracking against the thesis
- ● Revenue and margin improvement analytics
Solutions we bring to Private Equity
Three pillars, six solutions, each one a stage further along the curve.
Data Quality & Governance
Trusted data you can make decisions on
Learn moreData Engineering & Pipelines
Your data, flowing reliably where it's needed.
Learn moreAnalytics & BI
Dashboards that surface what matters.
Learn morePredictive Analytics & Data Science
Forecasts built on your data and your business reality.
Learn moreIntelligent Automation
Manual processes, automated.
Learn moreAI Agents & Agentic Workflows
AI agents that talk to your tools and act.
Learn moreWhere does your business stand on data and AI today?
Answer 24 yes/no questions in about four minutes. You'll see where you sit on the curve, from Intuition to Autonomy, across six dimensions.
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