PE
fund.
Portfolio-wide analytics, bolt-on commercial DD, and exit preparation across the hold period.
For Funds →Portfolio-wide analytics, bolt-on commercial DD, and exit preparation across the hold period.
For Funds →Foundational data, commercial analytics, and a data narrative that withstands buyer interrogation.
For PortCos →Reconciled foundations. Reporting that gets used, and a data layer that is ready for AI.
Trust your data →Pricing, churn drivers, cohort analytics, revenue leakage. The commercial questions that drive enterprise value.
Find hidden value →A data narrative that survives diligence. Top-of-range valuations, because the buyer can verify what you claim.
Maximise your multiplier →ARR opportunity uncovered from a single pricing analysis.
Net revenue retention improvement, captured within two quarters.
Reporting cycle compression, from a week-long close to one hour.
NRR, GRR, CAC payback, ARR bridges.
View SaaS brief →Recurring revenue quality, backlog, client concentration.
View B2B Services brief →Utilisation, realisation, margin per FTE.
View Professional Services brief →RevPAR · Yield · Site mix · Labour ratios
View Hospitality brief →Margin by SKU · Cohort LTV · Channel mix
View Commerce brief →PE-backed ERP software · ARR snowball rebuilt and defended in DD.
Healthcare software · ARR cube re-engineered across multiple ERPs.
B2C marketplace · narrative reframed around long-term cohort value.