Key results
reduction in board reporting turnaround time, from 12 days to under 4 days
in cost-saving opportunities unlocked through SG&A and vendor analytics across portfolio companies
faster visibility into deal pipeline health and stage conversion rates, improving investment committee readiness
improvement in cross-portfolio benchmarking accuracy, enabling more consistent performance evaluation
About the Client
A U.S.-based middle-market private equity firm managing over $2B in assets. With a focus on business services, healthcare, and consumer platforms, the firm specializes in buy-and-build strategies—partnering with founders and driving platform scalability through organic growth and strategic acquisitions. The firm actively manages a diverse portfolio of 49+ companies across various sectors.
Key Challenges
Fragmented reporting across 10+ platform companies with diverse ERP, CRM, and financial systems
Inconsistent visibility into IRR, MOIC, working capital, and margin metrics across investments
Manual processes slowed down monthly, quarterly, and board-level performance reporting
Our Approach
- Implemented a centralized enterprise data warehouse on Azure
- Built Azure Data Factory pipelines to ingest financial, operational, and workforce data from each PortCo
- Delivered Power BI dashboards tailored for investment teams and PortCo leadership
Implemented Solution
Data Integration & Centralized Architecture
- Connected ERP, CRM, HR, and accounting systems from platform companies
- Modeled datasets for sales, margin, AR/AP, headcount, and add-on M&A performance
- Enabled near real-time updates with validation and alerting layers using ADF
Executive & Functional Dashboards
- PE-level dashboards for Internal Rate of Return (IRR), Multiple on Invested Capital (MOIC), capital deployment, and realized value bridges
- Platform-specific dashboards for finance, operations, marketing, HR, and integration tracking
- Drill-down capability across sectors, platform size, and acquisition stage
Analytics Across Key Functional Areas
Investment & Deal Analytics
- Tracked deal flow, add-on integration timelines, and capital deployment cadence
- Monitored IRR/MOIC across sectors and timeframes
- Analyzed pipeline velocity, diligence status, and synergy realization
Revenue & Margin Analytics
- Sales performance visibility by product, acquisition, and geography
- Margin contribution analysis for add-ons and organic lines
- Forecasting models to support forward-looking top-line planning
Operational & Workforce Insights
- Monitored SG&A trends, workforce allocation, and hiring ramp
- Identified budget variances across departments and acquisitions
- Measured cost-to-serve and vendor spend consolidation outcomes
Technologies Used
