Monitor Portfolio Company Performance

Private Equity Analytics Dashboards Drive Value Creation

Leading private equity firms use data analytics to outperform the market. Blue Margin provides a best-practice BI framework customized to your investment model, giving real-time insight into portfolio and fund performance and helping firms optimize every aspect of their operations.

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Private Equity Power BI Dashboards Help You

Accelerate Decisions

Make data accessible across your portfolio companies with real-time metrics and automated reporting. Our Power BI dashboards deliver fast, actionable insights that enable quick decisions on value creation opportunities, operational improvements, and investment strategies.

Maximize Portfolio Value

Monitor performance across all portfolio companies with standardized KPIs and benchmarks. Surface critical metrics that drive accountability, identify underperformers, and highlight opportunities to accelerate value creation from acquisition through exit.

Automate Reporting

Eliminate manual data collection and reporting processes that consume valuable time. Our dashboards automatically consolidate data from multiple sources, providing consistent visibility into operational and financial performance across your entire portfolio.

Align Your Teams

Deploy easy-to-use reporting so portfolio company leadership, operating partners, and investment teams work from the same playbook. Standardized dashboards ensure everyone has access to the same metrics and insights for faster, better-aligned decisions.

Why Blue Margin?

Private Equity Expertise

We bring 14 years of experience serving mid-market companies with effective data strategies. Our solutions enhance operational efficiency and drive measurable business growth.

Clients Love Us

With an NPS score of 89, we've built a proven track record through high client satisfaction, positive testimonials, and expert project and portfolio management.

We’re Credentialed

As a Microsoft Gold Partner, we hold distinctions in Data Analytics, Data Platform, Cloud Platform, and Application Integration, reflecting our deep technical expertise.

Test Drive Our Private Equity Analytics Dashboard

This Industry HQ dashboard is an example of business intelligence (BI) best-practices for Private Equity.

The above scorecard analyzes the health of a company through key metrics and indicators across six areas. Click the double arrow in the lower right to expand the dashboard to full screen.

Our Approach

Assess

We partner with your team to understand your data landscape, align on priorities, and create a clear roadmap. We identify what’s working, what’s missing, and what needs to happen first. This phase gets everyone working from the same truth and sets the foundation for everything that follows.

Build

We set up your platform, model your data, and build dashboards that answer real questions. Everything gets tested with actual users before launch, so your team can trust what they’re seeing. The result is reliable reporting that turns data into decisions without the usual delays or confusion.

Scale

As your business grows, your data capabilities grow with it. New reports, enhanced capabilities, and ongoing refinements ensure your analytics can handle increased complexity and volume. Your platform stays AI-ready, making it simple to adopt advanced analytics or automation as opportunities arise.

Start Growing Your Business

Tell us about your business and let’s explore how better data can drive growth.