Private Equity Data Strategy

Insight-Ready Data for Roll-Up Reporting.

The goal is simple: on-demand analytics that provide insight into how your portfolio companies are performing. The reality is all too often far from the goal.

With each new company added to your portfolio, there are new data sources, systems, metrics, definitions, and other aspects that can make roll-up reporting a mess.

A data-focused private equity strategy is the first step on the road to reliable on-demand private equity analytics and reporting.

Working closely with stakeholders from your firm and portfolio companies, we’ll build out a data strategy and reporting roadmap based on your goals, the metrics you want to track, and the available data sources.

A private equity data strategy is the first step to improving the way you access and analyze data across your portfolio.

Private Equity Data Strategy Benefits:

Clarify your vision

We shape and crystallize your vision, and then share it across your organization.

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Chart your course

Plan and budget the path to achieving your vision, anticipating likely challenges and risks.

Buy smart

Make critical buying decisions with our experience and market insights.

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Drive adoption

Attain broad use of new data and analytics tools.

Encourage change

Manage the people and process changes that build success.

Measure and monitor

Focus everyone on your new single source of truth.

 

Our Work

2nd Watch has helped private equity firms and their portfolio companies to improve the way they track, measure, and drive performance. Read these case studies to learn how we’ve helped organizations optimize various types of private equity strategies using their data.

Scalable Financial Reporting to Support a Private Equity Roll-Up

2nd Watch helped a private equity firm’s finance team to streamline and scale the financial reporting process to reduce the time and complexity, and improve the accuracy, of their financial roll-up reports.

Modern Data Architecture and Analytics for Roll-Up Reporting

As a private equity firm acquired dealerships across the US, 2nd Watch helped them consolidate data from each location, standardize KPIs, and analyze data with user-friendly dashboards.

Smarter and Faster Investment Decisions

This real estate investing company needed a lead qualification engine that would automatically evaluate properties, enabling them to make smarter and faster real estate investment decisions.

Private Equity Data Strategy Whiteboarding Session

Curious about the time, costs, and efforts of a centralized analytics and reporting solution for your portfolio?

Schedule a no-cost, no-obligation private equity whiteboarding session with one of our private equity data consultants.

Analytics Solutions for Data-Driven Private Equity Firms

Data-driven private equity firms rely on modern data and analytics technologies to measure success, track financial performance, improve operations, and more for their portfolio companies. Before you can realize the value of a modern data solution, you need a well-defined private equity data strategy.

2nd Watch’s private equity consultants work with your team to understand your business goals and design a tech strategy to ensure you get insights across your portfolio. From planning to technology selection to user adoption, our team’s data strategy services will help you find data-driven insights for the long haul. Whether you want to optimize your private equity buyout strategy, private equity growth strategy, or private equity investment strategies, we can help you make the most of your data to achieve your goals.