Key results
Migrated data from 15+ portfolio companies to Snowflake in under 12 weeks
Reduced monthly reporting turnaround from 14 days to just 2 days
Delivered a centralized, real-time dashboard layer across the entire portfolio
Established a robust, cloud-native architecture to support scalable analytics and AI use cases
About the Client
A New York-based mid-market private equity firm with a diverse portfolio in healthcare, manufacturing, and services. The firm sought a cloud-native solution to unify operational and financial reporting from 15+ portfolio companies and enable faster, data-driven decisions.
Key Challenges
Inconsistent reporting formats across portfolio companies using disparate systems
Manual consolidation of spreadsheets from CFOs delayed reporting by weeks
Limited visibility into portfolio-wide KPIs such as revenue, margin, and headcount
Our Approach
- Designed a cloud-native architecture using Snowflake on AWS
- Built custom Python-based data pipelines to extract, normalize, and ingest data
- Delivered a scalable reporting layer using Power BI for real-time portfolio visibility
Implemented Solution
Cloud Infrastructure Setup
- Provisioned Snowflake on AWS as a centralized reporting layer
- Configured scalable compute with usage-based controls and role-based security
- Created isolated workspaces for each portfolio company
Custom Python-Based Data Integration
- Built connectors for ERPs (NetSuite, SAP, MS Dynamics), finance tools, and HR platforms
- Automated daily ingestion with validation, schema mapping, and retry logic
- Logged all pipeline executions for auditability and data lineage
Data Transformation & Warehousing
- Standardized key metrics like revenue, EBITDA, and headcount using modular Python scripts
- Enabled flexible schema to support company-specific reporting nuances
- Created clean, query-ready data sets for downstream reporting
Reporting Layer & Insights Delivery
- Designed Power BI dashboards for finance, operations, and portfolio managers
- Enabled drill-down by company, metric, and time period
- Set up automated report refresh and delivery to internal stakeholders
Technologies Used
