Your operating partner wants portfolio-grade reporting. Standing up a data team feels like a bigger swing than the business can take. One deployment, one team to talk to, answers your operators actually use.
What the duct-tape stage actually looks like, before anyone calls it a data problem.
“Our operating partner wants portfolio-grade reporting.”
The request is reasonable. The infrastructure to answer it does not exist, and hiring for it is a bigger commitment than the hold period justifies.
“One analyst has become the single point of failure.”
Exports, spreadsheets, and one person who knows where everything lives. Every board pack depends on their availability, and everyone knows it.
“Every portco reports differently, so nothing rolls up.”
Four companies, four definitions of the same metric. The roll-up becomes an argument about numerators instead of a decision about capital.
The ask is not more dashboards. It is answers that survive a board meeting.
Three claims. Each carries its receipt.
Subscriptions are priced by tier, not by seat, so the CFO, the operators, and the operating partner all ask their own questions without anyone rationing access.
Definitions hold across runs and across companies, so a roll-up is arithmetic rather than reconciliation.
Question, reasoning, SQL, result, flags, filed per query. When a number is challenged eight months later, the trace is still there.
What your security team will ask, answered before they ask it.
Most of our portfolio work starts with a single operating company and spreads by referral inside the portfolio. One call is enough to find out whether yours is a fit.
1 Consistency maintained by semantic memory within customer-defined guardrails; customer definitions take precedence.