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Private equity

A data spine for mid-market portfolios

Shipped for Two North American private-equity firms, across $10M-$50M portfolio companies · led by Arpit Jhamb

01

The problem

Portfolio companies had no shared data foundation, so partners and the C-suite flew blind on cross-company metrics.

02

The constraint

Partners and the C-suite needed cross-company metrics they could trust, which meant one shared data foundation across companies that had none.

03

The system

Foundational data architecture, ETL pipelines, and executive dashboards giving enterprise-wide reporting and metric visibility, with automated reporting.

FIG. 01 · SYSTEM FLOW · 5 NODES · 4 FLOWS

portfolio-company data → ETL pipelines. ETL pipelines → data architecture. data architecture → executive dashboards. executive dashboards → automated reporting

04

The outcome

Roughly 15% operational-efficiency and 20% marketing-efficiency gains from automated analytics and reporting across the portfolio.

← FILE 04 · A PRIVATE-MARKETS DATA PLATFORMReading private-markets statements at scaleFILE 06 · A RETAIL ALGORITHMIC-TRADING PLATFORM →A visual strategy builder that backtests before it trades
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