TRANSFORM YOUR
COMPANY'S DATA
FROM CHAOS TO
CLARITY IN 90 DAYS
Stop drowning in spreadsheets. Build enterprise-grade data infrastructure and automated BI systems that deliver real-time insights—at a fraction of the cost of traditional consultants.
READY TO TRANSFORM YOUR COMPANY'S DATA
Schedule your free 30-minute strategy call to discover how we can eliminate data chaos and build automated reporting systems for your business.
Contact Us
THE PROBLEM
IS THIS YOUR REALITY?
You're not alone. These are the most common data challenges we solve for.
Data Chaos
Spreadsheets everywhere. Multiple versions of the "truth". No single source of reliable data. Your team wastes 20+ hours weekly reconciling numbers manually.
Zero Credibility
Board and investors don't trust your numbers. Last-minute fire drills before every meeting. You're constantly explaining discrepancies instead of driving strategy.
Manual Hell
Hours spent copying and pasting data. Reports that take hours if not days to produce. No time for actual analysis, just endless data cleanup and formatting.
No Visibility
Can't answer basic questions about your business. No real-time dashboards. Executive team flying blind while making critical decisions based on outdated information.
Expensive Solutions
Big consultancies quote $10-50k a month. Internal hires take 6-12 months to deliver results. You need expertise now, not next year, but at a reasonable investment.
Not Scalable
Your current setup worked at $10M revenue but is breaking at $20M+. Systems that were "good enough" are now holding back growth and raising rounds.
THE SOLUTION
ENTERPRISE DATA INFRASTRUCTURE
BUILT FOR SCALE
We don't just give you reports. We build complete, automated FP&A and BI systems that deliver real-time insights and eliminate data chaos permanently
01
DATA ARCHITECTURE & GOVERNANCE
Build single source of truth with proper data pipelines, warehouse design (Snowflake/SQL), automated processes, and governance frameworks that ensure 99%+ data accuracy for your business.
02
FP&A INFRASTRUCTURE BUILDOUT
Complete financial planning and analysis foundation:
consolidated budgeting, forecasting models, variance analysis, KPI frameworks, and scenario planning. All integrated with your GL and data sources.
03
AUTOMATED REPORTING
Eliminate manual reporting. Custom reports and dashboards in Tableau, PowerBI, or your preferred tool. Real-time KPIs. Automated to your preferred cadence that update in minutes, not days.
04
PROCESS OPTIMIZATION
Identify and eliminate bottlenecks. Streamline month-end close. Automate reconciliations. Reduce reporting time by 500%. Free your team so they can focus on analysis, not data entry.
HOW IT WORKS
OUR PROVEN 90-DAY TRANSFORMATION PROCESS
We've built data systems from scratch multiple times for companies managing $50M to $1B+ in assets. Here's exactly how we do it:
DISCOVERY & ASSESSMENT
Deep dive into your current state: data sources, pain points, reporting needs, and business objectives. Map out complete technical architecture and identify quick wins.
FOUNDATION BUILD
Design and implement data warehouse, establish data governance, build core pipelines, and create unified chart of accounts. Establish single source of truth.
AUTOMATION & REPORTING
Build automated financial models, forecasting templates, and KPI dashboards. Create executive reporting suite. Eliminate manual processes through SQL automation and stored procedures.
TESTING & OPTIMIZATION
Validate accuracy, refine reports based on feedback, train your team, document processes, and optimize performance. Ensure 99%+ data accuracy and seamless month-end close.
HANDOFF & ONGOING SUPPORT
Full documentation and transition to your internal team. Optional ongoing support for system maintenance, enhancements, and strategic guidance.
PROVEN RESULTS
REAL IMPACT, MEASURABLE OUTCOMES
These aren't projections, they're actual results we've delivered for clients
500%
Faster Reporting
Hours reduced to minutes
99%+
Data Accuracy
Single source of truth
30-40h+
Saved Monthly
Reduction of manual work
$300k
Annual Savings
Through automation & process improvements
10-15%
Forecast Accuracy
Improved forecast and strategic planning
90
Days to Live
Typical engagement
$1B+
AUM Managed
System proven for growth and scale
3-6
Month Projects
Full transformation
WHY US
VP-LEVEL EXPERTISE AT A
FRACTION OF THE COST
What makes us different? We've built this exact system from scratch multiple times—and we can do it for you faster and more affordably than anyone else
BUILT FROM SCRATCH, MULTIPLE TIMES
We've architected complete FP&A and BI systems for companies ranging from $50M to $1B+ in AUM. We know what works—and what doesn't—because we've done it repeatedly at scale.
SPEED OF IMPLEMENTATION
90-day full transformations, not 6-12 month engagements. We've reduced report update times by 500%+ (hours to minutes). Our automation expertise means your systems go live fast and reliable!
VP-LEVEL EXPERTISE,
FRACTIONAL COST
10+ years of analytics experience from Analyst to VP level across multiple companies—all at a fraction of what traditional consultancies or full-time VPs cost. Starting at $5K/month.
DEEP TECHNICAL EXPERTISE
Hands-on with platforms, SQL, Tableau, PowerBI, advanced Excel, Python, and more. We don't just advise—we build, code, and implement your entire data infrastructure ourselves.
PROVEN TRACK RECORD
We've overseen portfolios from 50M to $1B+ in AUM across multiples funds, raised $200M+ in capital, and delivered clean audits. We understand finance at the highest levels—from CFO to Board.
REMOTE &
READY NOW
100% remote capabilities serving clients anywhere. We can start immediately—no 6-week hiring process. Your project begins within days, not months.
STOP DROWING IN SPREADSHEETS.
START MAKING DATA-DRIVEN
DECISIONS.
Book your free 30-minute strategy call today and discover how we can transform your Data and FP&A infrastructure in 90 days—at a price that actually makes sense.