Private equity
Axiom Partners
One number, nineteen portfolio companies
- Sector
- Private equity
- Location
- DIFC, Dubai
- Year
- 2025
- Kickoff to production
- 12 weeks
Portfolio monitoring and LP reporting for a mid-market fund that was assembling both by hand every quarter.
Nineteen portfolio companies each sent a differently shaped spreadsheet. Two analysts spent five weeks per quarter reconciling definitions, and by the time the LP report shipped the underlying numbers had moved.
- 01
Agree the definitions first
Before any software, we wrote down what revenue, headcount and net debt mean for this fund: one definition per metric, no exceptions.
- 02
Companies submit, they don't email
Each portfolio company files against a fixed schema with validation at entry, so bad data is rejected at the source rather than found in week four.
- 03
Reports that generate
LP letters, valuation packs and board decks build from the same warehouse, so every version of a number matches.
The quarterly cycle compressed from weeks to days, and analysts now spend the recovered time on diligence rather than data entry.
What changed
- Quarterly reporting
- Days not weeks
- Companies on one model
- 19
- LP pack generation
- Automated
Stack
- Next.js
- Snowflake
- dbt
- Postgres
- Vercel
Disciplines applied
- Data & analytics
- Financial technology
- Brand & growth strategy
