Data and AI for private equity
Databasin helps private equity firms and their portfolio companies use data and AI to improve operating efficiency. We connect business records, build the analysis and automate recurring work around it. Operating partners and company leaders can investigate performance, identify opportunities to improve margins and follow the changes they make.
Results from customer work
- 20+ systems unifiedDatabasin brought WashU Medicine's financial data together.
- Infrastructure costs at 1/3 of the traditional approachWashU Medicine's result from changing its data infrastructure.
18%
Higher grant proposal success
Measured at a research institution working with Databasin.
“What used to take weeks or sometimes even months now happens in minutes.”
Operating improvements for portfolio companies
We help company leaders investigate stalled work, unused capacity and the costs behind performance. Databasin connects the relevant records, prepares the measures and builds analysis and recurring workflows around the company's questions.
Our team trains staff to use those results alongside their existing applications. Management and operating partners can examine the evidence together, then decide which changes would help the business.
The platform behind the work
People can ask questions, build Data Apps and automate recurring work using the data connected through Databasin.
Investigate a backlog or unused capacity and inspect the query used to answer.
Connect business sources with the definitions needed for comparisons between periods.
Design, Build, Run
We take responsibility for the work from defining the outcome through implementation and ongoing support.
Design
We define the outcome, current processes and expected return with your stakeholders. A working example shows how Databasin would answer your business questions.
Build
We get your first use case live in 90 days. Communication, rollout, training and success measurement are included in the work.
Run
Choose the help you need after launch. We can run the solution for you, provide monthly support hours or stay on call.
Finding capacity for the project backlog
Reviewing projects waiting to start and staff availability
Today
- Request the open-project list and staff assignments from their separate systems.
- Match people, project names and dates across the exported files.
- Ask each manager about waiting projects and available staff time.
- Prepare another comparison when a project arrives or an assignment changes.
Redesigned
- SoftwareRefresh project status, staff assignments and recorded hours together.
- SoftwareCompare unstarted work with available capacity using the established definitions.
- Your teamInvestigate a capacity gap through the project and staff records.
- Your teamDecide on assignment changes and review progress during the next period.
Security for business data
Databasin gives your team controls for who can use business data and records of how they use it.
Access
Your organization manages the identities people use to sign in. Data permissions apply to their work, and investigation agents have read-only access to production sources.
Regulated data
For work involving PHI or HR data, our team helps your security reviewers examine the requirements. Databasin is HIPAA-ready, with a BAA available.
Where data sits
You can use our hosted service, run Databasin in your Azure environment or use it alongside Databricks, Snowflake or Microsoft Fabric.
Audit
An answer comes with its SQL for review. Your team can also examine query logs and lineage to understand the data behind it.
Support for portfolio operating teams
Operating partners
Operating partners can follow an improvement inside a company. We prepare views that connect the measures in a management discussion to the records showing how the work is changing.
Company leaders
Managers can investigate delayed work and underused resources. We connect activity with staffing records so colleagues can examine the cause together and decide what to do about it.
Finance teams
Finance can examine how operating activity affects performance. We prepare financial and operating records together so analysts can explain the costs and activity behind a change in the figures.
The records behind operating performance
Finance and ERP systems
We connect sources such as Workday, NetSuite and SAP, relating financial records to the operating measures used by the company.
Customer and sales systems
We prepare customer records from Salesforce, HubSpot and other sources to show incoming work alongside the activity involved in delivering it.
Operating databases and files
We connect project, staffing and activity records held in databases or files, using available APIs and source relationships to prepare the combined review.
What happens next
We would like to hear where your team wants to make progress with data and AI. We can discuss a project you have in mind or explore where Databasin could help with the work.
What happens next
Book a demo
Book a conversation about your organization and the work you want to improve. Questions about where to start are welcome.
Explore the opportunity
We show a working example that answers your business questions, then discuss what it would take to deliver it for your team.
Get the first result
After agreeing the first use case, we implement it with your team. We train the people using it and measure how it performs.
FAQ
Can we begin with one portfolio company?
Yes. We can scope the initial work around one company's operating question. The team examines its process, records and expected improvement before building and validating the use case. Where the work offers useful patterns for another company, we adapt those to its own priorities, definitions and systems.
Can we compare companies that define the same measure differently?
We establish the calculation behind each company's figure before preparing the comparison. Some can use a common definition; others need to show their local meaning. Keeping that distinction visible helps readers understand whether a difference comes from performance or from what the measure includes. The label alone cannot establish comparability.
How often can an operating review update?
We set its schedule around source availability and the team's use of the result. The preparation runs after the required records arrive. A daily operating review may therefore refresh differently from a period-end comparison. The reporting period needs to remain clear so managers know which activity the figures include.
Can we keep a portfolio company's existing reporting tools?
Yes. Existing BI tools can use data prepared by Databasin. We review the reports management relies on, then automate the relevant extracts and calculations. Staff can continue to use familiar reporting while Data Apps or plain-language questions give them additional ways to investigate the findings discussed in a review.
How would we measure whether the work improved efficiency?
We establish a baseline for the process and a measure of the intended improvement during design. In the capacity example, unused staff time or the wait for projects to start could serve that purpose. Success measurement during rollout compares the result with that starting point, using the same calculation.
Who needs to take part from the company?
The people managing the process and using its information help establish the question and validate the result. System owners provide the required access. Databasin implements the work and trains staff, with ongoing operation agreed before launch. The sponsor can help define the business outcome that the company wants to achieve.