Private Equity

Data-Driven Value Creation for Private Equity

See every portfolio KPI in one place—then move the numbers that matter.

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Whether you’re tracking a single platform carve-out or a 15-company roll-up, Delve consolidates ERP, CRM, and operational data across holdings so you spot margin leaks, hit value-creation milestones, and exit on schedule—without hounding each finance team for spreadsheets.

➡️ What You’ll Gain

• One-click portfolio reporting – Auto-generate fund-level dashboards and slash monthly reporting prep by 80 %.
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• Faster value-creation decisions – Surface cost-out, pricing, and growth opportunities in days, not quarters.
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• Exit-ready transparency – Track revenue & EBITDA bridges, quality-of-earnings KPIs, and diligence requests in real time.

📈 Dashboards We Ship

Portfolio Oversight

1. Fund NAV & IRR Progress Tracker
2. Revenue / EBITDA Bridge by Company
3. Value-Creation Plan KPI Scorecard
4. Covenant Compliance & Debt Metrics

Operational & Finance

1. Working Capital & Cash Conversion Cycle
2. SG&A Rationalization & Headcount Trends
3. Procurement Savings Monitor
4. Inventory Turns & COGS Analysis

Commercial & Growth

1. Pricing & Gross-Margin Lift Dashboard
2. Customer Cohort Retention & NRR
3. Digital Marketing ROI & CAC Payback
4. Cross-Sell / Upsell Pipeline Tracker

M&A & Integration

1. Add-On Acquisition Pipeline & Timeline
2. 100-Day Plan Milestone Tracker
3. Synergy Realization (Cost & Revenue)
4. Duplicate System Decommission Progress

(All dashboards delivered in Power BI or Looker under our monthly subscription model.)

👀 Track KPIs That Move the Needle

1. Revenue Growth % & EBITDA Margin %
2. Net Working-Capital Days
3. Cash Conversion Ratio
4. Debt / EBITDA & Covenant Headroom
5. Net Revenue Retention (NRR)
6. Procurement Savings % of Spend
7. IRR vs. Value-Creation Plan

🚀 Why Delve

We plug straight into NetSuite, SAP, Sage, QuickBooks, Salesforce, HubSpot, Google & Meta Ads, Snowflake, and more—no rip-and-replace needed. Our analysts iterate on your dashboards every month, so deal teams focus on value creation, not data wrangling.

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Used by PE firms and portfolio CFOs to cut reporting time and unlock hidden EBITDA.

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Ready to make every portco board-meeting ready? Book a quick demo and watch the value-creation levers light up.

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