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A Private-Equity Firm · Private Equity
A PE firm got a live view across 14 portfolio companies in two weeks
A mid-market private-equity firm replaced its quarterly spreadsheet chase with a single D23 Superset instance connected to every portfolio data warehouse.
14
portfolio companies on one dashboard
2 wks
from kickoff to live dashboards
60%
reduction in quarterly reporting time
The challenge
The firm owned 14 portfolio companies, each reporting KPIs in a different format on a different cadence. The operating team spent the first two weeks of every quarter chasing CFOs for spreadsheets, manually consolidating them, and building PowerPoints before any analysis could begin. By the time the deck landed, the numbers were already stale.
How D23 helped
- Deployed a managed Apache Superset instance on D23 in under a day — no infrastructure to provision.
- Connected each portfolio company's data warehouse (Snowflake, Redshift, and Postgres across the portfolio) using D23's 50+ native connectors.
- Used D23's AI text-to-SQL to build standardized KPI dashboards against each schema without writing SQL by hand.
- Applied row-level security so each portfolio company sees only its own data while the operating team sees everything.
- Enabled SSO so every CFO and operating partner logs in with their existing credentials.
“We used to spend the first half of every board-prep cycle just collecting data. D23 gave us a live view of every portfolio company. Now we spend that time actually making decisions.”