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Private equity portfolios

Start with one company. Extend where it makes sense.

We begin with one portfolio company and one concrete business question. The pilot shows what the data can support and creates a practical basis for discussing where the approach could add value elsewhere in the portfolio.

How we do it

One-company pilot

We start with one portfolio company and a clearly defined commercial, pricing or sourcing question. The purpose is to prove the approach in a real operating context.

Start from existing data

Where suitable, the pilot can begin from a structured data extract. This allows the analysis to start without committing to integration work first.

Work with existing systems

We use data the company already holds in its ERP or data warehouse. The wider portfolio does not need to adopt a common system or data model.

Results in 6 to 8 weeks

The pilot delivers a current-state analysis for the selected company. We then review the results together and discuss whether, where and how the approach could be extended across the portfolio.

The first step

Bring us one business question. We will show you how we would analyse it.

The workshop is free, hands-on and built around your business. No system purchase and no project commitment.

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