Skip to content
For PE-backed portfolios

The data layer beneath your portfolio tool.

Your portfolio monitoring tool rolls up whatever each company reports. We make sure what each company reports is defined, defensible, and ready for the board pack.

Standardised KPI definitions across portfolio
Finance-trained, Microsoft Fabric certified
Pilot inside four weeks
Underlying Reporting Review
Portfolio KPI standardisation
Q3 · Live
PortCos reporting
8/8
100%
Margin variance
Δ 7.3pp
Flagged
Last sync
09:42
2h ago
PortCo A
NetSuite USD
42.1%
reported
38.4%
standardised
Δ 3.7pp
PortCo B
Xero GBP
31.8%
reported
31.4%
standardised
Δ 0.4pp
PortCo C
Sage EUR
28.3%
reported
22.6%
standardised
Δ 5.7pp
PortCo D
SAP EUR
45.2%
reported
45.1%
standardised
Δ 0.1pp
PortCo E
QuickBooks GBP
36.8%
reported
33.1%
standardised
Δ 3.7pp
PortCo F
Dynamics USD
52.4%
reported
51.8%
standardised
Δ 0.6pp
PortCo C margin overstated by 5.7pp in the last board pack. Classification of R&D capitalisation differs from portfolio standard. Recommend alignment before Q4 pack.
The problem

Your portfolio tool is only as good as what feeds it.

You built a portfolio function. You bought the monitoring tool. Three weeks before every board pack, the operating partner is still reconciling definitions by hand.

Eight companies, eight definitions

Every portfolio company calculates gross margin, working capital, and cash conversion differently. When the roll-up lands, the numbers do not mean the same thing.

Three weeks of manual chase

Every board pack requires the operating partner to chase, translate, and reconcile. Time that should go into value creation is spent on formatting.

Errors surface too late

The first time anyone spots an inconsistency is the week before the board meeting. By then it is too late to fix it properly.

What you get

Standardisation that holds across the portfolio.

DataSkye sits underneath your portfolio reporting tool. We do the work the tool cannot: standardising what each company reports before it rolls up.

Standardised KPI definitions

One definition of gross margin, EBITDA margin, working capital, and cash conversion. Applied consistently across every portfolio company, documented and versioned.

Pre-pack validation

Before the board pack goes out, every number is checked against source systems. Variance flagged, explained, resolved. The operating partner gets a pack that holds up.

Change-aware maintenance

When a portfolio company changes ERP, acquires, divests, or restructures, the standardisation logic updates with them. Not a point-in-time project that decays.

Next step

Ready to trust what your portfolio reports.

One conversation about your current reporting gap. A proposal for a first standardisation engagement. You can be in a pilot inside four weeks.