Fast
Make data accessible for your team to make faster decisions using real-time metrics.
Make data accessible for your team to make faster decisions using real-time metrics.
Let 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.
Be among the leading firms that look to data analytics as a means of outperforming the market.
Our PE reporting solutions are customized to your investment model, making it easy to stay on top of portfolio and fund performance, and every aspect of a PE firm's operations.
I highly recommend Blue Margin to any company needing to increase the impact of their reporting. Blue Margin's PE and midmarket experience enables them to recommend valuable KPIs and other insights. The team worked with a portfolio CEO to quickly produce analytics that improved sales processes and increased margins. Top notch work!
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.
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.
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 supporting data lake, data warehouse, pipelines, and data models.
Dashboard reporting and the supporting data architecture 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.
Your dashboards will run on an agile data lakehouse 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 It minimizes the need for ad-hoc meetings and wading through outdated, manually generated spreadsheets.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.
Dashboards improve 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. Eliminate 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. We support 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.