Case Study · Private Equity
Unified Portfolio Reporting Platform
A private equity group with 20+ portfolio companies on disconnected ERPs and no single source of truth.
20+
companies, one view
The Challenge
Every portfolio company ran a different ERP and format. Monthly consolidation was slow and entirely manual.
Our Approach
We built automated ETL pipelines into one central warehouse, with AI anomaly detection watching every figure.
Outcomes & Impact
Board-ready reports in minutes. Cash-flow risks caught three weeks earlier.
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