The First 100 Days at a Portfolio Company: Reliable Numbers Without a Data Team
Value creation needs a baseline everyone trusts. Here is how to get a portfolio company's numbers in weeks, without a data team.
Connect to the systems the company already runs, and get its measures computed and matched to the books in weeks, not quarters. SQOR.ai does that without a data team, so the first 100 days go to improving the numbers instead of assembling them.
Why the first 100 days are hard
After a deal closes, the numbers live in systems nobody has connected: the ERP, the CRM, and spreadsheets by location. Building a reporting layer takes quarters and a team the company doesn’t have.
Meanwhile the value creation plan needs a baseline the investment committee can trust.
What to do next
- Start with the measures in the value creation plan and the questions the board asks every month.
- Connect SQOR.ai read-only to the systems the company already runs. Clients usually go live in 2 to 4 weeks.
- Set targets on the measures that matter, and let SQOR.ai forecast the gap and recommend the moves.
- Report the same numbers to the board every month, matched to the books.
Where SQOR.ai fits
SQOR.ai is autonomous business intelligence. It needs no warehouse project and no data team, and it answers in plain English.
For consultants who work with private equity firms, it is a result to bring to every new portfolio company, with a partner revenue share on each. Introductions to SQOR.ai’s existing direct private equity accounts are excluded from the program.
How the SQOR Partner Program pays
- Refer, 10% once. Introduce a client and step away, and you earn 10% of the client’s first-year subscription.
- Partner, 20% for 3 years. Stay in as the client’s lead contact, work with our team, and grow the account, and you earn 20% of the Proof of Value and every subscription payment for 3 years.
- Premier Partner, 30%. From your 6th partner client each year, the rate is 30%, for 3 years.
SQOR.ai engagements run $50K to $900K a year, and your share grows as the client adds teams, locations and use cases. Clients pay SQOR.ai’s list price, and anything you do for them beyond it is yours to price.
Questions answered
Frequently asked questions
How do I get a portfolio company's numbers fast after the deal closes?
Connect to the systems it already runs instead of building a reporting layer. SQOR.ai connects read-only, computes the measures and matches them to the books, and clients usually go live in 2 to 4 weeks.
How do I improve EBITDA at a portfolio company in the first 100 days?
Start from a baseline everyone trusts, then retire costs that return nothing. SQOR.ai gives the baseline in weeks, and its ROI guarantee is based on retiring obsolete business intelligence, analytics, and data construction headcount or software spend.
Can private equity operations consultants join the SQOR Partner Program?
Yes. Consultants anywhere can apply, and introductions to SQOR.ai's existing direct private equity accounts are excluded. Partners earn 20% to 30% of the Proof of Value and every subscription payment for 3 years.