Unifying data for enhanced portfolio insights and reduced risk​ in private equity

Unifying data for enhanced portfolio insights and reduced risk​ in private equity

By creating a scalable, unified data infrastructure, OneSix enabled a private equity firm to gain a comprehensive view of portfolio performance, improve decision-making, and drive long-term profitability.
Data & AI Strategy
Data & App Engineering
Data Analytics
Portfolio AI Strategy
Snowflake
Matillion
Fivetran

Overview

Building a modern data infrastructure for strategic agility

A private equity firm managing a diverse portfolio of investments faced challenges in leveraging data for strategic decision-making. The firm recognized the need for a modern data infrastructure to consolidate disparate datasets, enhance analytical capabilities, and gain deeper insights into overall portfolio performance.
The existing data infrastructure was fragmented, leading to delays in reporting, inefficient data processing, and a lack of agility in adapting to evolving business requirements.

Our Solution

Data unification across portfolio companies

OneSix built a modern data infrastructure, which is essential for centralizing data and gaining deeper insights into overall portfolio performance. This involved creating a unified data repository to integrate and store data from various portfolio companies, providing a unified view for analysis and reporting.
As the firm increases the portfolio, the architecture was designed to allow seamless scalability, accommodating growing datasets without compromising performance. The solution leverages Snowflake’s data sharing features to securely share relevant data between portfolio companies and the PE firm, fostering collaboration and knowledge exchange.

Results

A holistic picture of portfolio performance

The implementation of a comprehensive data infrastructure provided the private equity firm with a holistic view of portfolio performance while ensuring data security and integrity.

This empowered the firm to make more informed decisions, enhance operational efficiency, and gain deeper insights into their investments, ultimately mitigating risks and fostering long-term profitability.

Ready to unlock the full potential of data and AI?

Book a free consultation to learn how OneSix can help drive meaningful business outcomes.