Private Equity
A standardized data layer across your whole portfolio — and inside every company.
The problem
Every portfolio company arrives with its own systems, its own chart of accounts, and its own reporting rhythm. That makes the two things a firm needs most — a timely, apples-to-apples view across the portfolio, and real operating visibility inside each company — the hardest things to get. Monthly reporting is assembled by hand from each company; comparisons across the book require heroic reconciliation; and value-creation plans stall waiting on data that lives in silos.
How we help — at the firm level
We build a portfolio-wide data layer in Snowflake. Each company's data is modeled to a shared standard with dbt, so KPIs are defined the same way everywhere and roll up into one view of the whole book. Your deal and operating teams get comparable metrics across companies and can monitor the portfolio in one place — in the client portal, or by asking Claude directly via MCP.
How we help — inside each company
Each portfolio company also gets the full managed stack of its own: data connectors into its Snowflake warehouse, dbt models tuned to how that business actually operates, Claude MCP access, and the client portal. Because portfolio companies are often themselves e-commerce brands, multi-unit operators, or professional-services firms, we bring the same segment playbooks we use everywhere else — so each company gets depth, not a lowest-common-denominator template.
Standardize once, deploy per company
We define the standard once and roll it out company by company. New acquisitions onboard onto the same platform and the same models, so they're comparable from day one and you're never starting reporting from scratch again.
Proof
Summitox runs on StatLogic.