Fast Deployment
Reusable data models and config-driven source mappings mean less custom work per client. Typical deployments are measured in weeks, not quarters.
The Data Platform Built
for Private Equity
Connect every portfolio company's source systems to a unified data warehouse. Standardized KPIs, automated reporting, cross-portfolio benchmarking.
What the Platform Does
Data ingestion, transformation, KPI dashboards, and cross-portfolio benchmarking — fully managed.
Unified Snowflake Data Warehouse
All portfolio company data in a dedicated, isolated Snowflake database. Shopify, NetSuite, Salesforce — connected automatically.
Standardized KPI Definitions
Revenue, customers, margin, pipeline — consistent definitions enforced across every portfolio company using our JP Data Ontology.
Cross-Portfolio Benchmarking
PortfolioLens aggregates all companies into a single fund-level view. Compare KPIs across companies at a glance.
Automated Weekly Reporting
Weekly reporting packs delivered automatically. Your operating partners stop opening spreadsheets.
70–90% Code Reuse
Second portfolio company onboards in days, not weeks. Our ontology reuses 70–90% of the same models.
Per-Client Data Isolation
Dedicated Snowflake database per portfolio company. No shared storage, no cross-client data access — ever.
LP Reporting Automation
Deal-ready data room preparation and LP reporting with automated data refresh. Turn a 3-hour exercise into 30 minutes.
No Internal Data Team Required
JP Data Partners is fully managed. We run the infrastructure, pipelines, and monitoring. Your team reviews the dashboard.
Live in 4 Steps
From kickoff to live dashboard — measured in weeks, not quarters.
01
Connect
Week 1
We configure connectors to your existing systems. No code changes at the portfolio company level.
02
Map
Week 1–2
Our JP Data Ontology maps source data to universal entities: Customer, Revenue, Pipeline, Product.
03
Transform
Week 2–3
dbt runs on your Snowflake instance, producing clean, tested, documented KPI models.
04
Deliver
Week 3–4
Your live dashboard goes up. Automated reporting runs weekly. Spreadsheets stop.
How the Platform Works
70–90%
Code reuse between portfolio companies via the JP Data Ontology
1
Snowflake database per client — fully isolated, no shared storage
300+
Source connectors available via Fivetran
Common Questions
Straight answers from PE operating partners who've asked us the same things.
For a typical e-commerce portfolio company running Shopify, NetSuite, and Salesforce, deployment takes a few weeks from kickoff. That includes data ingestion, transformation, KPI validation, and dashboard configuration. Setup for additional portfolio companies — using the same ontology — is significantly faster due to 70–90% model reuse.
No. That is the point of a managed service. JP Data Partners handles all infrastructure setup, pipeline maintenance, transformation updates, and monitoring. Your portfolio company finance team reviews the dashboard and the weekly report. They do not touch the data stack.
Our current connectors cover the most common mid-market PE stack: Shopify, NetSuite, Salesforce, QuickBooks, HubSpot, and major banking data feeds. Fivetran supports 300+ connectors, so if your portfolio company uses a system not on this list, we evaluate it case by case.
Each client gets a dedicated Snowflake database. There is no shared storage, no shared compute, and no cross-client data access — ever. We enforce logical isolation at the database level, role-based access control within your instance, and encryption at rest and in transit.
Our Essentials tier starts at a $40,000 setup fee and $10,000/month per portfolio company. Professional is $80,000 setup and $18,000/month. Enterprise pricing is custom for funds with 5+ portfolio companies. We work on annual contracts — no multi-year lock-in on first engagement.
Also explore: Solutions for Portfolio Companies · About JP Data Partners
Ready to See Your Portfolio Data Clearly?
Book a 30-minute discovery call — no commitment, no sales pitch. Just data.