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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
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!
Rick Corcoran
One Rock Capital
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.
Brian Potts
Operating Partner
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.
Ron Auletta
Operating Partner



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


Want to Learn More?

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

Schedule a Private Equity HQ Demo