Rich data. No defensible numbers.
The client, a global price reporting agency and market intelligence provider whose benchmarks underpin physical contracts and exchange-settled derivatives, was preparing for a valuation event. As a data and information services business, its valuation rests on ARR quality, retention strength, and revenue predictability.
Despite rich CRM transactional data, there was no unified data model, no agreed KPI definitions across Finance, Sales, and Product, and no multi-year governed dataset external advisors could rely on. Dashboards built directly on raw CRM data produced inconsistent, duplicate, and irreconcilable metrics. The business had the data, but not in a form institutional investors could trust.
Every material diligence requirement, answered from one platform.
From reconciliation disputes to a single source of truth.
The same playbook (discovery, KPI literacy, governed modelling, audit-grade delivery) now underpins our diligence-readiness work across PE-backed recurring-revenue businesses at every stage of the hold period.
Your valuation event is closer than it looks.
The businesses that exit well start this work years before the data room opens.
Data, Analytics & AI. We make PE-backed B2B recurring-revenue businesses diligence-ready.