Fast
Make data accessible for your team to make faster decisions using real-time metrics.
Leading firms are increasingly looking to data as a means of outperforming the market.
Our PE reporting solutions are customized to your value-creation model, making it easy to stay on top of portfolio and fund performance, industry benchmarks, covenants, and every aspect of a PE firm's operations.
“The Blue Margin team is highly professional and are experts at helping companies use their data to improve operations and drive growth. We recommend them without reservation.”
“Blue Margin has been instrumental in helping our portfolio companies make data-driven decisions and increase discipline around key metrics for top-line growth and other focus areas. They are organized, efficient, and trustworthy.”
Make data accessible for your team to make faster decisions using real-time metrics.
Let competitive automation work for you so you can spend more time on your business.
Deploy easy-to-use reporting so each member of your team is informed and working from the same playbook.
As a Microsoft Partner, Blue Margin uses Power BI to help Private Equity firms optimize fund performance and portfolio growth. In addition to Data Visualization, our Data Architects build the back end ETL and data warehouse.
Private Equity HQ monetizes data assets as a transferable asset that increases valuation of portcos. The solution also accelerates realization through instant-access answers for any diligence from potential suitors.
Private Equity HQ runs on an agile, Modern Data Warehouse, built for PE, scalable and extensible to support growth. It minimizes the need for ad-hoc meetings and wading through outdated, manually-generated spreadsheets.
Our PE-proven process delivers successful change management to a data-driven culture. The solution minimizes project disruption, respecting human decision-making, and eliminating the frustrations of "vendor-lock" over data assets.
Private Equity HQ improves oversight through on-time, consolidated fund and portfolio performance reporting. This keeps teams focused on key liquidity metrics (AP, AR, 13-week cash flow, quality of earnings, etc.) for value-creation strategies such as sales growth, labor utilization, and operational efficiency.
One of the biggest time draws for deal and management teams is maintaining alignment on value-creation strategies and prioritization. Private Equity HQ eliminates the need for debilitating degrees of scrutiny by providing clear visibility for all stakeholders into the most critical performance metrics.
Integrating portco data from disparate business units and acquisitions can be overwhelming. Private Equity HQ supports the buy-and-build model by consolidating operations at the data level—without the need to consolidate transactional systems—to support portco performance at every stage of growth.
“Thank you again for the partnership. Our CFO is a big believer of the product and wants to do away with all the reports that aren't Power BI. For all of us in the management team, we truly believe Blue Margin has been instrumental not only to the success of this project, but to the success of Almo.”
"It is because of all of your hard work over the last year that we have such a great DW and BI foundation in place to be able to accomplish a report like Service Orders so quickly. Your talent extends well beyond data expertise and we are fortunate to have you lead our DW development efforts.”
“With this reporting, we can assess and manage performance trends across the entire agency, a given program, a staff role, or an individual. We also have a better handle on claims that aren’t going out, and why. Now our Supervisors, Managers, and Directors are all on the same page, same priorities.”