Achieved 95%+ accuracy in portfolio data for a global PE firm

A top tier global PE firm

• Managing large scale data on portfolio companies’ deals and performance
• High volume of data gaps from adhoc processes 
• Discrepancies between internal and external sources 
• Automated tools misinterpreting financial values 

Address data gaps between internal and external sources to ensure completeness of data on entry, exit and holdings of portfolio companies

Our financial data specialists:

• Assessed data landscape and identified required attributes across sources
• Implemented automated checks for gaps, outliers and known threshold breaches
• Validated discrepancies using third-party vendors, Snowflake, and internal Excel files
• Manually reviewed and resolved complex data gaps
• Developed scripts to detect currency mismatches and conversion inconsistencies
• Created structured documentation with audit trails for transparency and traceability
• Built dashboards to track data completeness and provide real-time insights