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Business Intelligence as a Service for Portfolio Companies
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The Automated Scorecard — 8 KPIs, live in 30 days
Your most important metrics, pulled automatically from the systems you already use. No manual reporting. No new software. KPIs before, during, and after software migrations.
5 Standard KPIs
Revenue, EBITDA, cash, AR aging, headcount — the ones every company needs
3 Custom KPIs
Identified through discovery — what keeps you up at night
2 Data Sources
Connected & automated from your existing systems
Live in 30 Days
Implementation guarantee
Your KPIs, one screen, updated automatically
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
The Data Foundation Is Where Long-Term Value Lives.
We start with the scorecard because that's where you feel the impact fastest. But the scorecard is built on something, and what it's built on determines how much it's actually worth.
The foundation is the infrastructure underneath: connected source systems, clean data pipelines, standardized definitions, and automated refresh. Without it, reporting doesn't hold. Without it, every dashboard we build together is only as good as the last manual pull. The foundation is what turns the scorecard into a long-term asset, for how you operate the business and for what you're able to show when it's time to sell.
Why It Matters in Operations
When KPIs update automatically, operators stop chasing data and start using it. Issues surface earlier. Management decisions happen with more confidence. And leadership has a shared view of performance instead of three different versions of the same spreadsheet.
The foundation also makes your other operational investments more effective. Every advisor, consultant, or operator partner you bring in can only work as well as the data they're working with. Good infrastructure makes their work land.
Why It Matters at Exit
Buyers aren't just evaluating how a business is performing. They're evaluating how well ownership understands the business. They want consistent reporting over time, not a data room assembled under pressure in the final stretch before close.
A well-built foundation shows up in due diligence as evidence of operational maturity. It reduces the uncertainty buyers use to justify discounting a valuation. And it gives your advisors a clear, defensible story to tell.
Scorecard. Foundation. Then Everything Else.
That's the sequence. We start with the scorecard to get you visibility fast, then build the foundation that makes it reliable, then expand into the additional dashboards and analytics that give you a complete picture of the business. Each phase compounds on the last. And when you're ready to exit, you're not scrambling to tell the story — it's already been told, month by month, in the data.
Your top 3 questions, answered
100+ data sources — we connect to what you already use
Standard connectors for the most popular cloud platforms, plus the ability to connect to virtually any system your portfolio companies run on.
If your portfolio companies use it, we can connect to it.
What clients say
