Problems solved. Numbers that back it up.

The Challenge

A 12-fund PE firm was managing portfolio company financials across disconnected spreadsheets and legacy reporting tools. Fund performance data took weeks to compile, limiting partners’ ability to make timely allocation decisions.

Our Approach

We built a centralized portfolio analytics platform that pulls real-time financial data from 30+ portfolio companies. Custom dashboards surface fund-level and company-level KPIs, with automated variance analysis and LP-ready reporting.

Results

• Quarterly reporting cycle reduced from 6 weeks to 5 days
• Real-time visibility across all portfolio companies
• LP reporting automated — previously required 3 FTEs

The Challenge

A fund administrator servicing 40+ mutual funds was running month-end NAV reconciliation manually. The process was error-prone, required extensive overtime, and was falling behind regulatory timelines.

Our Approach

We automated the full NAV reconciliation pipeline — from custodian data ingestion through multi-source matching to exception flagging. We also restructured their GL and implemented automated regulatory report generation.

Results

• Month-end close reduced from 12 business days to 3
• Reconciliation exceptions caught automatically — 94% straight-through processing
• Regulatory filings generated in hours, not days

The Challenge

A specialty lines carrier preparing for a major rate filing needed to overhaul its reserve analysis methodology and build financial forecasting models that regulators would scrutinize.

Our Approach

We developed actuarially-informed financial models for loss reserve adequacy, built a 5-year premium and expense forecast, and created a rate filing support package with detailed financial justification.

Results

• Rate filing approved on first submission
• Reserve methodology accepted by external auditors without adjustment
• Forecasting framework now used for annual planning and board reporting

The Challenge

A fast-growing DTC brand had outgrown its patchwork of Shopify, a third-party 3PL, and manual distributor reporting. Inventory visibility was poor, and fulfillment errors were costing them customers.

Our Approach

We designed and built a unified operations platform connecting e-commerce, warehouse management, and distributor channels. Real-time inventory sync, automated reorder triggers, and consolidated order routing eliminated the data silos.

Results

• Fulfillment error rate dropped from 8% to under 1%
• Inventory accuracy improved to 99.2% across all channels
• Order-to-ship time reduced by 40%

The Challenge

A luxury cruise operator with 12 ships needed to replace an aging CMS that couldn’t handle dynamic itinerary content, multi-language requirements, or real-time pricing integration across their booking flow.

Our Approach

We implemented an enterprise headless CMS powering itinerary pages, ship profiles, destination guides, and promotional content. Dynamic pricing feeds integrate directly into the content layer, and the editorial team manages content in 6 languages through a unified workflow.

Results

• Content publishing time reduced from days to minutes
• Multi-language content managed by a 3-person team (previously 8)
• Booking conversion increased 22% with dynamic pricing integration

The Challenge

A biotech company running three concurrent Phase II trials had no centralized visibility into clinical trial spending. Budget variances were discovered months after the fact, jeopardizing funding timelines.

Our Approach

We built a real-time clinical trial cost tracking platform that integrates with CRO invoicing, site payment schedules, and internal R&D budgets. Automated variance alerts surface overruns before they compound, and the CFO has a single dashboard across all active programs.

Results

• Budget variance detection improved from quarterly to real-time
• Identified $2.1M in CRO billing discrepancies in first 90 days
• Board financial reporting consolidated from 5 sources to 1 dashboard