AI & data readiness audits for portfolio companies
Full-spectrum evaluation of your portfolio companies' data quality, technology assets, and measurement capabilities — with actionable roadmaps for value creation.
Portfolio audit & assessment
A rigorous, multi-dimensional assessment of data and AI readiness across your portfolio. Each evaluation delivers clear scoring, risk identification, and prioritized recommendations.
Data Quality Assessment
Comprehensive evaluation of data accuracy, completeness, and consistency across portfolio company systems. We identify risks that could undermine valuation assumptions and growth projections.
Data Fluency Evaluation
Assessment of organizational data literacy across leadership and operational teams. We measure how effectively portfolio companies use data to make decisions and identify capability gaps.
Technology & Data Assets Evaluation
Deep audit of technology stack, data infrastructure, and proprietary data assets. We assess scalability, technical debt, and the real value of data assets for M&A and growth scenarios.
Measurement Tool Evaluation
Assessment of analytics and measurement tools across the portfolio. We identify redundancies, gaps, and opportunities for consolidation that drive cost savings and improved insights.
Implementation & value creation
Beyond assessment, we implement the changes that drive real value. From consolidation to governance, we build the data infrastructure that supports growth and exit readiness.
Consolidation Roadmaps
Strategic plans for consolidating data infrastructure, tools, and processes across portfolio companies. We identify synergies and build phased roadmaps that maximize value creation.
Data Unification Implementation
Hands-on implementation of unified data architectures across portfolio companies. From data models to ETL pipelines, we build the infrastructure for cross-portfolio insights.
Data Governance & Quality Engineering
Establishing governance frameworks and quality engineering practices that scale across the portfolio. From data contracts to automated quality checks, we build trust into every data flow.
Data Revenue Business Case Monitoring
Ongoing monitoring of data-driven revenue initiatives across the portfolio. We track the business case for data investments and provide executive-level reporting on ROI and value creation.
Our engagement model
Portfolio Scan
Rapid assessment across all portfolio companies to identify the highest-impact opportunities and risks. Delivered in 2-4 weeks.
- Data maturity scoring
- Risk heat mapping
- Quick-win identification
Deep Dive Audits
Detailed evaluation of priority companies with full technical, organizational, and strategic assessment.
- Technical architecture review
- Team capability assessment
- Competitive benchmarking
Implementation & Monitoring
Hands-on execution of consolidation roadmaps, governance frameworks, and ongoing performance tracking.
- Roadmap execution
- Governance deployment
- Quarterly business reviews
Unlock the data value in your portfolio
Data and AI readiness is the new due diligence. Let us help you assess, optimize, and create value across your portfolio companies.
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