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Monitor Portfolio Company Performance

Private Equity Data Analytics



Make data accessible for your team to make faster decisions using real-time metrics.


High Value

Let automation work for you so you can spend more time on your business.


Easy to Use

Deploy easy-to-use reporting so each member of your team is informed and working from the same playbook.

Private Equity Dashboards Drive Value Creation

With over 6,000 Private Equity firms in the US alone, competition is fierce.


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.


Test Drive our Private Equity Dashboard

PE HQ green KPI-1

One Rock landscape 3


Slate Capital Group landscape 3


IGP landscape 3




Watch our Private Equity Dashboard Demo

Ensure your data analytics are working for you.

Schedule a Demo

Private Equity Power BI Dashboards Provide


Top-of-Mind Performance Metrics

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.


Increased Valuation

Seamless Data Architecture

Change Management

On-Time Oversight

Strategic Alignment

Business Unit Integration

“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.”
Scott Landsberg
Director of FP&A, Almo Corporation (
"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.”
Rachel Haistings
BI Lead, Smart Care Solutions (
“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.”
Laura Huot
COO, The Guidance Center (

Want to Learn More?

Learn how to leverage data for fund performance and portfolio company growth.

Schedule a Private Equity HQ Demo