Streamlining Data Reporting for Investment Firms and Holding Companies

Overview

At DataCEVA, we work with investment firms, holding companies, venture capital, and private equity firms to provide comprehensive, auto-updating insights into their diverse portfolio companies. By leveraging our expertise in data engineering and analytics, we help these organizations overcome challenges associated with outdated data infrastructure, enabling them to access critical business information and make informed strategic decisions.

At DataCeva we can funnel a companies data from Enterprise resource planning software, Microsoft Excel and the like to Google Big Query where we then transfer that data into tables for our clients into tableu where we can help clients create different charts, graphs, maps, dashboards, and stories for visualizing and analyzing data, to help in making informed business decisions.

Problem

Holding companies frequently face difficulties when it comes to extracting data from outdated data infrastructure used by their portfolio companies.

This hinders their ability to access timely and accurate information.
Moreover, they struggle with the inability to answer fundamental business questions and gain insights into the performance of individual portfolio companies and the overall portfolio.

Proposed Solution

At DataCeva, we design and implement tailor-made solutions to extract, transform, and load data from portfolio companies' legacy systems like Microsoft Excel, Salesforce and others into a centralized database in Tableu where our clients can make actionable graphs for their data.

Custom ETL pipelines & Aggregated Reporting

Custom ETL pipelines: We design and implement tailor-made solutions to extract, transform, and load data from portfolio companies' legacy systems into a centralized database.
Aggregated reporting: We create a comprehensive reporting solution that empowers holding companies to view the performance of all portfolio companies in one aggregated report.

Our Process

At DataCeva our process has 4 steps: Step 1 is to collaborate with holding companies to understand their technology stack and data requirements. Step 2 is to develop custom ETL pipelines to automate the extraction of the data from each data silo and integrate it into a centralized database. Step 3 is to build intuitive and informative reports and dashboards for each portfolio company, highlighting key performance indicators and business metrics. And our fourth and last step is to create an aggregated reporting solution for holding companies, providing a holistic view of the entire portfolio.

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Results

By implementing DataCEVA's solution, holding companies can experience significant improvements in their data management capabilities:

Access to Up-to-Date, Accurate Data: Holding companies can now access critical business information from their portfolio companies in real-time, enabling them to make more informed decisions.

Enhanced Decision-Making: With access to key performance indicators and business metrics, holding companies can easily identify strengths and weaknesses within individual portfolio companies and their overall portfolio.

Increased Efficiency: The streamlined data management process eliminates the need for manual data wrangling, allowing holding companies to focus on strategic decision-making and driving growth for their portfolio companies.

DataCEVA's expertise in data engineering and analytics empowers holding companies to overcome challenges posed by legacy data infrastructure and improve overall portfolio management. Our cutting-edge solutions transform data management, making it more impactful and efficient for holding companies to drive their businesses forward.