Clean Data.
Clean Exit.
52% of PE firms report portfolio valuations damaged by data problems discovered in diligence. We fix that before buyers find it.
Data risk is deal risk.
Most portfolio companies can't reproduce last quarter's revenue from source systems in under an hour. Finance, sales, and ops report different numbers for the same metric. Critical workflows run through spreadsheets maintained by one person. Buyers find all of it. The question is whether you fix it before they price it in.
Finance, sales, and ops all report different numbers. Close enough for a board meeting. Not close enough for diligence.
Critical processes run through Excel files maintained by one person. Buyers quantify this risk and price it into the deal.
A buyer asks how revenue breaks down by cohort. The answer takes 1 week, 3 people, and 4 Excels. You just lost leverage.
We make your data defensible before diligence starts.
Not with dashboards. With reconciled numbers, documented lineage, and answers that take hours instead of weeks.
Graeme Crawford
Founder and CEO
Graeme Crawford spent 20 years leading data programs at Fortune 100 scale. At Capital One, he led a cloud migration that enabled the closure of legacy data centers, saving hundreds of millions. He built a real-time web analytics platform with sub-millisecond latency that powered personalization and fraud decisioning across billions of transactions.
Before that, at IBM, he was the designated fixer for hostile recoveries and severely damaged implementations. Now he applies that same discipline to mid-market PE-backed companies preparing for exit.
View LinkedIn →Built for the deal timeline, not the consulting calendar.
- 12-month roadmaps that outlast the deal timeline
- Platform implementations that solve the wrong problem
- Dashboards that can't survive a follow-up question
- Junior teams running enterprise playbooks at mid-market scale
- Deliverables built for internal consumption, not diligence scrutiny
- 90-day sprints built around your transaction timeline
- Fix the 10 numbers that matter most to buyers first
- Every deliverable built to withstand diligence pressure
- Senior operators with Fortune 100 and deal-side experience
- Weekly demos and measurable outcomes, not status updates
What we do
We prepare your data to survive diligence and support your equity story.
Revenue Reconciliation
Transform scattered data into a clear view of exactly where your revenue comes from and which activities truly drive growth.
KPI Documentation
Define, document, and stress-test every metric in your equity story under multiple calculation methods before a buyer does it for you.
Data Lineage Mapping
Trace every number from executive summary back to source transaction. No black boxes. No "Dave knows how that works."
Historical Normalization
Produce 3-5 years of clean, monthly, segmented data that accounts for system migrations, definition changes, and restructuring.
Data Room Preparation
Pre-populate the data room with reconciled, documented, traceable data. Your team answers diligence questions in hours, not weeks.
Data Governance
Establish who owns the data between finance, ops, and technology. Lightweight controls that hold up under scrutiny without slowing operations.
What clients say
"They transformed our data in clear, automated insights that drive real business decisions. Their combination of big platform experience and practical, actionable results is uniquely invaluable."
"Working with them is both memorable and impactful, with dividends well beyond the initial scope of any engagement. I wholly recommend their partnership."
"They will come to the table as a true thought partner at the onset of your process, bringing reliable, well-managed systems that ensure your company truly shows the receipts."
"They helped us pioneer brand new technology to turn complex data into clear business value. If you want to unlock the real potential in your business data, they are the partner you need."
Inside the Data Room
The weekly brief for PE operators who know data is the deal. Every edition: one constraint, one framework, one free tool.
Get InsideQuestions
How long does this take?
Our standard engagement is a 4-week Data Readiness Assessment followed by a 90-day sprint. The assessment identifies the 2-3 constraints doing the most commercial damage. The sprint fixes the primary one. Most clients see measurable improvement in data defensibility within 90 days of starting.
When should we start relative to our exit timeline?
12 months before exit is ideal. 6 months is tight but workable. 3 months is emergency triage. The earlier you start, the more you can fix and the less it looks like you are cleaning up for a sale. Buyers can tell the difference between genuine operational improvement and last-minute window dressing.
We already have a data team. Why do we need outside help?
Your internal team knows the business. We know what buyers look for. The gap is usually not technical skill. It is knowing which 10 data points matter most in diligence and what "defensible" looks like from the buy side. We work alongside your team, not instead of them.
How much will this cost?
The Data Readiness Assessment is a fixed fee in the low-to-mid five figures. Follow-on sprints are scoped and priced based on the assessment findings. Every engagement has a defined scope, timeline, and deliverable. No open-ended retainers.
How do you work with our existing advisors and bankers?
We complement them. Your banker tells the equity story. Your accountant runs QoE. We make sure the data underneath both of those survives scrutiny. We have worked alongside investment banks, QoE providers, and legal teams. Our deliverables are built to support theirs, not compete with them.
What if we're not planning to sell right now?
Clean data improves operations regardless of exit timing. The companies that fix their data early make better decisions during the hold period and trade at premium multiples when they do go to market. Preparation and operational improvement are the same work.
Find out where your data will break under scrutiny.
Ten questions. Two minutes. You'll know whether buyers will find data risk before you fix it.
Free Data Valuation Score