Private equity firm unifies data for enhanced portfolio insights and reduced risk​

The private equity industry demands real-time visibility into portfolio health, financial performance, and risk factors.​


A private equity firm managing a diverse portfolio of investments faced challenges in leveraging data for strategic decision-making. The firm recognized the need for a modern data infrastructure to consolidate disparate datasets, enhance analytical capabilities, and gain deeper insights into overall portfolio performance.
The existing data infrastructure was fragmented, leading to delays in reporting, inefficient data processing, and a lack of agility in adapting to evolving business requirements.

Our solution

Data unification across portfolio companies

OneSix built a modern data infrastructure, which is essential for centralizing data and gaining deeper insights into overall portfolio performance. This involved creating a unified data repository to integrate and store data from various portfolio companies, providing a unified view for analysis and reporting. ​

As the firm increases the portfolio, the architecture was designed to allow seamless scalability, accommodating growing datasets without compromising performance. The solution leverages Snowflake’s data sharing features to securely share relevant data between portfolio companies and the PE firm, fostering collaboration and knowledge exchange.

Technologies implemented


A holistic picture of portfolio performance

The implementation of a comprehensive data infrastructure provided the private equity firm with a holistic view of portfolio performance while ensuring data security and integrity.

This empowered the firm to make more informed decisions, enhance operational efficiency, and gain deeper insights into their investments, ultimately mitigating risks and fostering long-term profitability.


My experience was fantastic with OneSix. They listen to your query carefully and then are able to solve your issues within the correct time frame and reasonable price. Super knowledgeable team!

Ayush J.
SEP 28 2022

One of my favorite things about One Six is their willingness to work with us on whatever we need. Early on in the project, we determined we needed an additional tactical resource instead of an advisory one, and One Six happily switched out resources for us, ensuring we had what we needed to complete the project.

Pamela E.
NOV 8 2021

They dig in and help understand the problem, how to think about it, provide the best technical options of how to solve it, then execute as quickly as possible. This is by far the best way to help me make sure we're successful, and that I know what's being done and how to support it once they're finished.

Brandon H.
OCT 20 2020

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