Snowflake + dbt
We build on Snowflake for storage and dbt for transformation. Each client gets an isolated database with standardized schemas.
What JP Data Partners Does
We build and operate data platforms for Private Equity firms and their portfolio companies. We connect source systems, model the data in Snowflake, and deliver dashboards — then we keep it running.
The company was founded by data engineers who spent years building data infrastructure at enterprise scale. We saw the same data problems repeat across PE-backed companies and built reusable tooling to address them.
What We Stand For
Reusable Data Models
Our ontology maps common business entities (revenue, customers, costs) across source systems. New clients start from working models, not from scratch.
Config-Driven, Not Custom
Source mappings are YAML configuration, not bespoke code. This keeps deployments consistent and reduces the surface area for errors.
We Run It
This is a managed service. We handle pipeline monitoring, schema changes, dbt model updates, and incident response. Your team focuses on using the data.
What We Build
Three products that cover the pipeline from source data to portfolio-level reporting.
Data Pipelines & Warehouse
DataBridge
Connects portfolio company source systems (ERP, CRM, e-commerce) to a Snowflake warehouse. Handles ingestion, transformation, and KPI dashboards.
- Connectors for Shopify, NetSuite, Salesforce, HubSpot, QuickBooks
- dbt models mapped to JP Data Ontology
- Per-client Snowflake database isolation
Customer Data Platform
CustomerBridge
Identity resolution, customer segmentation (RFM, LTV, churn scoring), and two-way CRM sync. Built on top of DataBridge warehouse.
- Cross-system customer matching
- Segmentation models in dbt
- Reverse ETL to CRM via Census/Hightouch
Cross-Portfolio Analytics
PortfolioLens
Aggregates KPIs across portfolio companies into fund-level views. Designed for operating partners who need to compare performance across holdings.
- Standardized KPI comparison across companies
- LP reporting data feeds
- Data room preparation for exits
Who This Is For
PE Firms
- Mid-market funds ($500M–$5B AUM)
- 5–15 active portfolio companies
- Operating partner or VP Portfolio Ops role
- E-commerce or consumer-focused portfolio
- Looking for a managed data solution, not a DIY platform
Portfolio Companies
- $20M–$200M revenue, PE-backed
- Running Shopify, NetSuite, Salesforce, or HubSpot
- Finance team reporting from spreadsheets
- No data engineer on staff
- Need to improve reporting for their PE sponsor
Not a fit: Large enterprise PE ($10B+ AUM) with existing data teams, or companies that want to build and own their data infrastructure internally.
Learn more: Solutions for PE Firms · Solutions for Portfolio Companies
Ready to See Your Portfolio Data Clearly?
Book a 30-minute discovery call — no commitment, no sales pitch. Just data.