Services

Full-spectrum data work, organized around the lifecycle.

Plan the right investment. Build the dependable path. Put trusted information into use. Keep the system healthy after release.

Private equity

Assess the operating gap. Implement the first useful change.

Support mid-market portfolio companies with acquisition integration, comparable performance, and recurring reporting. Fund finance retains a dedicated reporting path.

Private equity data assessment Acquisition data integration Portfolio performance analytics Portfolio reporting automation Private capital reporting and analytics

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Practice

Data & analytics strategy

Set the direction for analytics, BI, data platforms, governance, and delivery with priorities grounded in how decisions are made.

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Capability catalog

Data and analytics strategy
Analytics and BI roadmaps
Data and BI maturity assessments
KPI and metric strategy
Analytics platform selection
Reporting modernization planning
Fractional data and analytics direction
Data and analytics technical diligence

Detailed services

Private Equity Data AssessmentAssess the data behind a mid-market portfolio company's value-creation priorities. Trace reporting problems, test source readiness, and define the first implementation with owners and acceptance criteria.Data and analytics strategySet priorities across BI, data platforms, governance, and delivery without turning strategy into an abstract transformation program.Data platform assessmentAssess your data platform before committing to repairs, a migration, or a rebuild. We examine architecture, pipelines, reporting, reliability, cost, and ownership, then deliver prioritized findings and an implementation outline.

Practice

Data architecture & cloud platforms

Design and modernize the platforms that store, organize, secure, and serve operational and analytical data.

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Capability catalog

Target-state data architecture
Warehouse and lakehouse design
Snowflake implementation and optimization
Microsoft Fabric and Azure analytics
Dimensional and semantic modeling
Cloud data migrations
Legacy warehouse modernization
Performance and cost optimization

Detailed services

Data architectureDesign how data is acquired, stored, modeled, secured, served, and changed across the full analytical path.Snowflake consulting and optimizationPlan, implement, modernize, and optimize Snowflake around data products, reporting, security, performance, and cost.Microsoft Fabric implementationDesign Fabric workloads, data layers, semantic models, governance, and deployment around real reporting and analytical needs.Warehouse and lakehouse modernizationMove legacy storage, transformations, and reporting logic to a maintainable cloud architecture with controlled reconciliation.

Practice

Data engineering & integration

Build dependable data paths across source systems, operational workflows, platforms, and reporting.

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Capability catalog

ETL and ELT pipelines
Source ingestion
SQL transformation layers
API and file integrations
Workflow orchestration
Data testing and observability
Data migrations and conversions
Reporting data pipelines

Detailed services

Acquisition Data IntegrationBring an acquired company's data into a controlled reporting model. Preserve source history, map accounts and entities, and separate acquired contribution from comparable operating performance.Data engineering and ELTBuild ingestion and transformation pipelines that preserve meaning and make operational failures visible.Data integration and APIsIntegrate applications, databases, files, and APIs with explicit contracts, validation, and recovery behavior.

Practice

Governance, quality & trust

Create the definitions, controls, ownership, and quality routines that let people rely on shared data.

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Capability catalog

Governance operating models
Data ownership and stewardship
Data-quality assessment and remediation
Metadata, catalog, and lineage
Documentation standards
Master and reference data design
KPI and metric governance
Access, privacy, and security controls

Detailed services

Data governanceEstablish practical ownership, definitions, access, lineage, and change routines around the data people depend on.Data qualityFind, prevent, monitor, and route the data failures that materially affect reporting and operations.

Practice

Business intelligence & analytics

Turn governed data into reporting, analysis, and decision workflows that people can use with confidence.

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Capability catalog

Power BI and Fabric consulting
Semantic models and DAX
Dashboard and report design
Reporting modernization
Executive and operational analytics
Governed self-service BI
Embedded analytics and portals
BI performance and administration

Detailed services

Portfolio Performance AnalyticsConnect revenue, EBITDA, working capital, budgets, and operating drivers to a reviewable company performance model. Give operating partners and portfolio CFOs a way to investigate variance and track agreed actions.Portfolio Reporting AutomationConnect portfolio-company data, standardize operating KPIs, and automate recurring management reports with reconciliation, exceptions, and approval built into the workflow.Private Capital Reporting and AnalyticsBuild a reviewable data path for private equity fund finance and investor reporting: contributions, distributions, NAV, performance measures, source mapping, and quarterly approvals.Power BI performance optimizationFind and fix the cause of slow Power BI reports and refreshes. We trace the workload through visuals, DAX, models, source queries, gateways, and capacity, then verify changes against a measured baseline.Power BI health checkGet an independent review of your Power BI environment: models, measures, refreshes, access, performance, and release practices. Receive prioritized findings and a practical next step, with implementation kept separate.Excel to Power BI migrationMove recurring Excel reports into a maintainable Power BI model. We preserve the calculations that matter, reconcile the outputs, connect approved sources, and plan refresh, access, and handoff before replacing the spreadsheet process.Power BI consultingImprove strategy, architecture, semantic models, DAX, report design, performance, governance, and release practices.Semantic modeling and DAXDesign Power BI semantic models, dimensional structures, DAX measures, security, and refresh for reuse and performance.

Practice

Advanced analytics, automation & AI

Apply forecasting, automation, and AI to bounded operating problems supported by dependable data.

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Capability catalog

Forecasting and scenario models
Anomaly and exception detection
Predictive analytics
Planning and performance models
Reporting automation
Document intelligence
Internal data tools
Governed assistants and AI readiness

Detailed services

Reporting automation servicesAutomate recurring finance, operations, and management reports. We connect approved sources, apply agreed calculations, check the results, and prepare or distribute reports while keeping exceptions and approvals visible.Predictive analytics and forecastingBuild forecasting, anomaly detection, and predictive models around timing, error cost, baseline performance, and responsible use.Data and AI readinessAssess source access, definitions, permissions, quality, feedback, and operating controls before an AI build expands.

Practice

Managed data services & enablement

Keep important data and reporting systems healthy with scoped support, improvement, and practical knowledge transfer.

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Capability catalog

Platform health checks
Pipeline and report monitoring
Power BI and Snowflake administration
Data-quality monitoring
Enhancement backlog delivery
Business-hours incident triage
Fractional data-team capacity
Training, documentation, and handoff

Detailed services

Managed data and BI supportBusiness-hours monitoring, administration, maintenance, enhancement, and enablement with clear responsibilities.