Your portfolio companies are sitting on broken data
We go into PE-backed companies, fix the data foundation, and build the reporting and AI layer on top of it. Faster synergies. Cleaner numbers for the board. Companies that are actually ready for exit.
What we enable
Fixing the data layer removes friction across integration, reporting, and value creation. It gives operating partners clear visibility and control across portfolio companies.
What we enable
Fixing the data layer removes friction across integration, reporting, and value creation. It gives operating partners clear visibility and control across portfolio companies.
01
Faster synergy realization
Connected systems and consistent data reduce delays in integration and execution.
02
Clear EBITDA visibility
Standardized KPIs and reporting make performance measurable and actionable across companies.
03
Revenue and cost optimization
Reliable data enables pricing, cost control, and operational improvements across portfolio companies.
04
Better decision-making at every level
Leadership teams operate on consistent, real-time data instead of fragmented reports.
05
AI that works inside operations
Move beyond pilots by embedding AI into workflows with reliable, governed data.
06
Stronger exit readiness
Clean, governed data improves buyer confidence and reduces friction during diligence.
Built across financial and regulated environments
Alternative asset management
Specialty lending
Wealth management
PE-backed platforms
Experience with clients backed by
Built across financial and regulated environments
Experience with clients backed by
What we do
We fix the data layer first, then build reporting and intelligence on top of it.
What we do
We fix the data layer first, then build reporting and intelligence on top of it.
Unify fragmented systems
Connect systems that do not talk to each other and remove manual handoffs.
Standardize data and KPIs
Ensure revenue, metrics, and reporting definitions are consistent across companies.
Build reporting and AI layers
Create dashboards, automated reporting, and AI-driven insights on top of clean data.
What this looks like in practice
These are the kinds of changes we typically deliver inside PE-backed companies.
From fragmented to unified reporting
Multiple systems replaced with a single, consistent reporting layer.
From delayed to real-time visibility
Board and operating teams move from multi-day reporting to same-day access.
From manual to automated workflows
Data flows and reporting no longer depend on manual effort.
From inconsistent to standardized KPIs
Common definitions applied across companies for comparable performance tracking.
From fragmented to unified reporting
Multiple systems replaced with a single, consistent reporting layer.
From delayed to real-time visibility
Board and operating teams move from multi-day reporting to same-day access.
From manual to automated workflows
Data flows and reporting no longer depend on manual effort.
From inconsistent to standardized KPIs
Common definitions applied across companies for comparable performance tracking.
From fragmented to unified reporting
Multiple systems replaced with a single, consistent reporting layer.
From delayed to real-time visibility
Board and operating teams move from multi-day reporting to same-day access.
From manual to automated workflows
Data flows and reporting no longer depend on manual effort.
From inconsistent to standardized KPIs
Common definitions applied across companies for comparable performance tracking.
From fragmented to unified reporting
Multiple systems replaced with a single, consistent reporting layer.
From delayed to real-time visibility
Board and operating teams move from multi-day reporting to same-day access.
From manual to automated workflows
Data flows and reporting no longer depend on manual effort.
From inconsistent to standardized KPIs
Common definitions applied across companies for comparable performance tracking.
Building Data-First AI in Production for regulated and data-intensive industries?
Assess your AI readinessHow this scales across your portfolio
Once the foundation is fixed in one company, the same approach can be applied across others with consistency.
How this scales across your portfolio
Once the foundation is fixed in one company, the same approach can be applied across others with consistency.
01
Standardize across multiple portcos
Apply the same data model and KPI definitions across companies.02
Create a single operating view
Give operating partners one consistent view instead of fragmented reports.03
Reduce repeated effort
Avoid rebuilding the same data systems in every company.04
Scale value creation faster
Move from one-off fixes to portfolio-wide execution.HOW WE ENGAGE
We start with a focused diagnostic inside one portfolio company and expand based on results.
HOW WE ENGAGE
We start with a focused diagnostic inside one portfolio company and expand based on results.
Start with a diagnostic
4 to 6 weeks to map systems, identify problems, and define a clear plan.Build the foundation
8 to 12 weeks to connect systems, unify data, and standardize reporting.Layer intelligence
Ongoing work to build dashboards, reporting, and AI capabilities.Work inside your companies
We embed with portco teams and own execution alongside them.Start with a diagnostic
4 to 6 weeks to map systems, identify problems, and define a clear plan.Build the foundation
8 to 12 weeks to connect systems, unify data, and standardize reporting.Layer intelligence
Ongoing work to build dashboards, reporting, and AI capabilities.Work inside your companies
We embed with portco teams and own execution alongside them.Start with a diagnostic
4 to 6 weeks to map systems, identify problems, and define a clear plan.Build the foundation
8 to 12 weeks to connect systems, unify data, and standardize reporting.Layer intelligence
Ongoing work to build dashboards, reporting, and AI capabilities.Work inside your companies
We embed with portco teams and own execution alongside them.Start with a diagnostic
4 to 6 weeks to map systems, identify problems, and define a clear plan.Build the foundation
8 to 12 weeks to connect systems, unify data, and standardize reporting.Layer intelligence
Ongoing work to build dashboards, reporting, and AI capabilities.Work inside your companies
We embed with portco teams and own execution alongside them.PARTNER + CERTIFICATE
Recognized by Platform Leaders. Trusted in Production.
PARTNER + CERTIFICATE
Recognized by Platform Leaders. Trusted in Production.
Talk about your portfolio
Pick a process where work is slowing down. We’ll help you turn it into a system that runs with minimal manual effort.
TALK TO US