Private Equity
One data layeracross your portfolio.
Operating partners spend more time chasing numbers than using them, because every portfolio company counts differently. We fix that at the portfolio level, not one company at a time.
You cannot benchmark what nobody defined the same way.
Each portfolio company arrives with its own systems, its own definitions and its own spreadsheet holding the real numbers. Rolling that up means an analyst reconciling by hand every quarter, and the answer is stale by the time it reaches the investment committee.
Hiring a data leader inside each portco is expensive and slow, and it produces the same fragmentation one level down. What works is one team, one set of definitions, and tooling that travels between companies.
The same KPI means the same thing everywhere
Every portco defines revenue, retention and margin its own way, so the numbers that reach you cannot be compared without someone rebuilding them by hand. We write the definitions once and apply them across the portfolio, which is what makes benchmarking possible at all.
Benchmark a portco against its siblings
Once the definitions hold, the question stops being how a company is doing and becomes how it is doing against the others you own. Which gaps the operators already suspected, and which one nobody had noticed.
New acquisitions in weeks, not quarters
The warehouse, the models and the reporting are a pattern we have built four times over. A new portco gets the same stack, on the same definitions, without a fresh six-month discovery every time.
One place to see all of it
Your operating partners get a single login showing every engagement we run: what is in flight, what shipped, and an honest read on how each one is going. No status call required.
How we engage
Start with one company. Standardize from there.
Most portfolios start us on the company with the worst reporting or the nearest exit. That engagement produces the definitions and the stack, and every company after it is faster and cheaper because the pattern already exists.
Pricing is published: a $2,500 assessment, project work at $350/hr, or a full fractional data function from $10,000 a month per company. We already work inside PE-backed operators and are glad to put you in touch with one.
Bring us the portco nobody can read.
Thirty minutes with both partners. We will tell you what it would take.