How we turn your data into decisions
Every engagement — from a single scorecard to a portfolio-wide scorecard build — follows this proven framework.
From Scorecard to Full Visibility
A three-phase framework that eliminates the manual work between your data and the decisions that matter.
Built for PE-backed companies · $30M–$100M revenue
Your first automated, always-current view. The most important numbers in your business — connected to live sources, no manual pull, no monthly rebuild.
- 8 KPIs identified and connected
- Live data — no manual exports
- Real-time view, built for your audience
- Handoff, training, you own it
Every source connected. Every silo collapsed. One structured data layer the whole organization runs from — without anyone manually assembling it.
- All sources mapped and connected
- Central data layer across all entities
- Full KPI library defined and locked
- Dashboards per audience + auto delivery
The data is ready — now we build from it. Executive dashboards, board packages, department views, PE-ready reporting. Every output built once, automated forward.
- Executive dashboards — CEO, CFO, PE firm, dept heads
- Board packages — built once, runs automatically each quarter
- Department scorecards — managers self-serve, no finance bottleneck
- KPI trend views, entity comparisons, ad hoc builds
Start with one company. Scale to all of them.
Build scorecards for individual portfolio companies, then aggregate that data into a portfolio-wide scorecard for cross-company visibility.
Company 1
Build the first scorecard. Prove the model. See results in 30 days.
Additional Portcos
Roll out scorecards across additional portfolio companies with the same proven process.
Portfolio-Wide Scorecard
Aggregate all company data into one view. Compare, benchmark, report to LPs.
100+ data sources — we connect to what you already use
Cloud / SaaS
Standard connectors for the platforms your portfolio companies already run on
Custom Connections
For systems without a standard connector, we build the integration
Note that Custom Connections are priced separately.
Any System
If there's data in it, we can connect to it — no migration required
No rip-and-replace. No ERP migration. We work with whatever your companies already have.
Other ways we help PE firms and their portfolio companies
Portfolio-Wide Monitoring
Cross-company dashboards for fund-level visibility and LP reporting
Post-Acquisition Data Turnaround
Inherited a data mess? We untangle it fast.
Executive Dashboards
Board-ready views of what matters most
Predictive Analytics & AI
AI-powered analytics solutions for value creation and forward-looking insights
From integration planning to ongoing operations
Most clients engage us at "First 100 Days" — but the earlier you start, the more value compounds. We can support integration planning before close through ongoing operations and exit readiness.
For projects beyond the scorecard
For portfolio-wide monitoring, data turnarounds, custom dashboards, and larger-scope engagements that go beyond the standard scorecard implementation.
Every engagement starts with the same six-step process. Scope and pricing are determined after discovery — no surprises.