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Use Cases/Investor Reporting

PE Portfolio KPI Dashboard

Standardised revenue, EBITDA, and cash metrics across all portfolio companies, refreshed daily from each ERP. D23 builds it on Apache Superset, deploys it in your cloud, and hands it to your team production-ready — no data engineering headcount required.

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What D23 delivers

Production-ready Superset dashboards on day one
AI-modelled datasets with correct grain and metric definitions
Row-level security so each user sees only their data
SSO integration (Okta, Google, Entra ID, or your IdP)
Zero-downtime Superset upgrades managed by D23
Embedded option: white-label dashboards inside your product
Text-to-SQL for ad-hoc exploration — no SQL skills required
Async query workers and Redis caching for fast load times

How D23 delivers pe portfolio kpi dashboard

  1. 1

    Connect your data

    D23 connects to your warehouse or database and models the tables needed for pe portfolio kpi dashboard.

  2. 2

    D23 AI builds the dataset

    Our AI generates a semantically correct Superset dataset — metrics, dimensions, filters, and grain — ready to query.

  3. 3

    Dashboards, handed to you

    We build the pe portfolio kpi dashboard dashboards and deliver them to your Superset instance, production-ready.

  4. 4

    Your team takes over

    You own the dashboards — edit, clone, and extend them in Superset. D23 handles upgrades and infrastructure forever.

50+

databases D23 connects to Apache Superset — Snowflake, BigQuery, Redshift, Postgres, ClickHouse, Databricks, and more

More investor reporting use cases

VC Fund PerformanceBoard & Investor PackLP Reporting Automation
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Get managed Apache Superset, the dashboards your business needs, and AI on top, without hiring a data team.

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