CDC & source-system integration
Near-real-time change data capture from ERP, CRM, billing, operations, and portfolio-company line-of-business systems into a governed analytics foundation.
Data & KPI Visibility
Turn fragmented systems into trusted operating visibility.
We help PE-backed companies connect source systems, define the KPIs that matter, and build the reporting layer management and sponsors can actually run on.
The Operating Reality
The plan is clear. The numbers underneath it are not.
PE value creation execution depends on trusted operating visibility. When the board report, the management dashboard, the source systems, and the spreadsheet rollups disagree, the plan cannot be managed with confidence.
- Board reports lag operating reality. Monthly close-driven reporting hides what changed last week. The plan is current; the data behind it is not.
- Systems disagree on the same number. Finance, operations, sales, and sponsor reporting each maintain their own version of revenue, margin, and pipeline.
- KPI definitions drift over time. Bookings, gross margin, utilization, and contribution are defined differently by team, period, and entity—silently.
- Spreadsheets replace the dashboard. Operators stop trusting dashboards and rebuild a parallel reporting layer in spreadsheets every cycle.
- Add-on integration makes it worse. New acquisitions multiply the source systems, fragment the chart of accounts, and delay consolidated visibility.
What We Build
The trusted reporting layer behind PE operating visibility.
A complete data and KPI visibility layer designed for portfolio-company scale: integration, definitions, dashboards, exceptions, and the operating cadence sponsors and management actually use.
Data lake & warehouse foundations
Analytics-ready storage and modeling layers tuned to portfolio-company scale—not over-engineered, not under-built.
KPI semantic layer & definition governance
A single, documented definition for every KPI sponsors and management run on—owned, versioned, and auditable across teams.
Operational dashboards & board views
Operating dashboards for management and board-cycle visibility for sponsors, drawn from one trusted reporting layer.
Exception reporting & data quality
Reconciliation, data-quality checks, exception alerts, and freshness signals that catch breakage before the board cycle does.
Reporting automation tied to operating cadence
Weekly, monthly, and board-cycle reporting automated against the same trusted layer, sized to how the business actually runs.
Why PE Cares
Operating visibility is where value creation plans succeed or stall.
Trusted KPI visibility is the difference between a plan management can run and a plan management can only report on after the fact.
Value creation progress visibility
Sponsors and operating partners see workstream progress between board cycles, not just at quarter-end.
Faster operating decisions
Management makes pricing, staffing, integration, and cost-take-out decisions on current data instead of stale rollups.
QofE & diligence readiness
Trusted definitions and reconciled source data reduce diligence friction in refinancing, recapitalization, and exit.
Add-on integration visibility
Consolidate reporting across roll-up acquisitions on one operating cadence instead of one-off bolt-on dashboards.
Exit readiness & management credibility
A reporting layer the buyer can read—and that management can defend—shortens the path from LOI to close.
Implementation Path
A staged path from fragmented sources to trusted reporting cadence.
1
Source-System Inventory
Map the ERP, CRM, billing, operations, HR, and add-on systems that already hold the data the plan depends on.
Outcome: A short, decision-ready inventory of where the operating truth currently lives—and where it disagrees.
2
Critical KPI Definition
Lock the KPIs that sponsors and management will actually run on. Definitions, owners, sources, and cadence in one place.
Outcome: A KPI definition layer the board, the operators, and finance all sign off on—before the build starts.
3
CDC & Integration Setup
Stand up the integration layer between source systems and the analytics foundation, prioritized to the KPIs that matter most.
Outcome: Trusted, near-real-time data movement into the analytics layer—without re-platforming the operating systems.
4
Data Quality & Reconciliation
Reconcile source systems to the analytics layer, add data-quality checks, and surface exceptions before reports go out.
Outcome: A reporting layer management trusts—and stops bypassing with parallel spreadsheets.
5
Dashboard & Reporting Build
Operational dashboards for management, board-cycle views for sponsors, and exception reporting for the operators on point.
Outcome: One trusted reporting layer feeding management, sponsors, and board cadence—no duplicate sources.
6
Operating Cadence & Support
Embed the reporting layer into weekly, monthly, and board-cycle operating reviews with ongoing data-engineering support.
Outcome: A reporting cadence the sponsor expects, sized to how the company actually operates.
Where It Fits
KPI visibility is the connective tissue for value creation execution.
Data and KPI visibility sits directly between sponsor pressure and operating execution. It is the layer AI automation, transaction services, and modernization all depend on.
AI Workflow Automation
Trusted data is the precondition for AI in the loop. Automation built on broken data is rework waiting to happen.
See AI workflow automation →Technology Diligence
Diligence findings around data, integration, and reporting become the data workstreams the operating plan depends on.
See transaction services →Legacy Workflow Modernization
Many reporting gaps trace back to fragile legacy workflows. Modernization and data capture often need to move together.
See modernization →Cloud & Data Foundations
Cost-tuned cloud and data architecture that supports the KPI visibility layer without over-engineering the stack.
See cloud & data foundations →Bring the KPI gap. We will identify the first reporting workstream worth executing.
We strengthen sponsor and management-team execution capacity. We do not replace the judgment of management, the sponsor, or the operating partner.
Request a KPI Visibility Diagnostic