Your portfolio company is sitting on a goldmine of operational data trapped inside disparate ERPs, CRMs, and spreadsheets. We unify it, automate the pipelines, and ship the dashboards your management team will actually use.
Most portfolio companies don’t have a data problem. They have a visibility problem — the data exists, it’s just scattered across systems that don’t talk. We make the data talk.
A single source of truth in Azure, Snowflake, or Microsoft Fabric — architected around how your business actually operates.
Power BI, Tableau, and custom front-ends that surface the handful of metrics leadership actually uses to run the business.
Connecting ERPs to CRMs, billing systems, payroll, and the operational tools no one wants to keep manually reconciling.
Clean customer, vendor, product, and account hierarchies — and the rules that keep them that way after the consultants leave.
Pricing, cohort, retention, supply-chain, and operational analytics that translate into board-level decisions, not just charts.
Forecasting, segmentation, and predictive modeling built in Python, SQL, and R — no black boxes, and the IP stays with you.
NetSuite, D365, SAP, and Sage rollouts — including the chart-of-accounts work nobody on the project team wants to own.
Operational data diligence for sponsors evaluating an acquisition — what’s real, what’s reconstructed, and what the data is hiding.
We map the systems, audit the data quality, interview the reporting consumers, and identify the highest-leverage analytics use cases.
We architect the warehouse, build the pipelines, ship the dashboards, and document the lineage. We embed alongside the in-house team as we go.
We stay on as Interim Head of Data, or transition to your team with documentation and training. The IP stays in the business.
Tell us about your data challenges and we’ll scope a solution tailored to your systems and needs.
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