DataBridge
Operational Intelligence
Connect your portfolio company data sources. Get clean, modeled KPIs in your Snowflake warehouse within weeks.
- Automated data ingestion
- dbt transformation layer
- Executive dashboards
- PE reporting packs
Turn Portfolio Data
Into Competitive Advantage.
Managed data platform for PE firms. Connect systems, model KPIs, deliver dashboards — live in weeks.
A decade of building enterprise data platforms — now purpose-built for Private Equity.
PortfolioLens
Search companies, KPIs...
Portfolio Overview
Fund II · 8 active companies · Last updated 4m ago
Last 12 Months
All Sectors
Export
Aggregate Revenue
$127.4M
+18.2%vs. $107.8M LY
Weighted EBITDA
$31.4M
+22.1%24.7% margin
Net Revenue Retention
112%
+4ppMedian across portfolio
Total Headcount
1,847
+312Across 8 companies
2–4 Weeks
Average Kickoff to First Dashboard
3 Products
DataBridge, CustomerBridge, PortfolioLens
10+ Years
PE Data Platform Engineering Experience
Snowflake
dbt
Fivetran
Dagster
Salesforce
NetSuite
Shopify
HubSpot
Grafana
Terraform
Three Products. One Platform.
Each solves a distinct PE pain point. Together, they give you complete portfolio visibility.
CustomerBridge
Customer Data Platform
Unify customer data across systems. Build segments, predict LTV, and sync enriched profiles to your CRM.
- Identity resolution
- RFM/LTV/Churn scoring
- CRM sync (Salesforce, HubSpot)
- Customer 360 view
PortfolioLens
Cross-Portfolio Analytics
Compare KPIs across your entire portfolio. Benchmark performance. Generate LP-ready reports automatically.
- Cross-company benchmarking
- LP reporting automation
- Fund-level dashboards
- Industry-specific KPIs
Built-In Capabilities
Every product shares the same foundation.
200+ Data Sources
Connect via Fivetran. Shopify, NetSuite, Salesforce, HubSpot — no custom pipelines needed.
Reusable Data Model
Our ontology maps every client to the same business entities. 70% less setup time per portfolio company.
Executive Dashboards
KPI dashboards your operating partners actually use. Revenue, costs, pipeline, headcount — updated daily.
Customer 360
Identity resolution, segmentation, LTV scoring, and CRM sync — all in one place.
PE Reporting Packs
Automated LP reports and board decks. Pull live data instead of copy-pasting spreadsheets every quarter.
Enterprise Security
Dedicated Snowflake database per client. Encryption at rest and in transit. RBAC. SSO. Audit logging.
LiveinWeeks,NotMonths
Data flows from your existing systems through the JP Platform to executive-ready insights.
Your SystemsInsights
Step 01
Connect
We plug into your existing systems — Shopify, NetSuite, Salesforce, and 200+ more via Fivetran.
Step 02
Map
Your data is automatically mapped to our proven JP Ontology — the same model across every client.
Step 03
Transform
dbt models transform raw data into clean, tested business entities. 70-90% reusable across clients.
Step 04
Deliver
Executive dashboards, PE reporting packs, and data-driven insights — live within 2 weeks.
0%
Reduction in Manual Reporting
0 Weeks
Kickoff to Dashboard
0%
Reusable Across Portfolio
0%
Client Data Isolation
Enterprise-Grade Security
Built for PE firms that take data governance seriously. Security is not an add-on — it's the foundation.
SOC 2 Type II
Pursuing SOC 2 Type II certification in 2026. Enterprise audit readiness from day one.
Client Data Isolation
Separate Snowflake database per client. Your data is never co-mingled with other portfolio companies.
Encryption at Rest & Transit
AES-256 encryption at rest via Snowflake. TLS 1.3 for all data in transit. Zero plaintext exposure.
Role-Based Access Control
Granular RBAC at platform level. SSO integration (SAML/OIDC). Row-level security for shared dashboards.
Transparent, Predictable Pricing
No hidden fees. No surprise overages.
Essentials
$10K/mo
For single portfolio companies
- Up to 3 data sources
- 5 executive dashboards
- Email support
Recommended
Professional
$18K/mo
For scaling portfolios
- Up to 8 data sources
- 15 dashboards + CRM sync
- PE reporting packs
- Priority support + Slack
Enterprise
Custom
Full-service data operations
- Unlimited data sources
- Custom dashboards + CDP
- Dedicated account manager
- SSO + advanced security
Implementation and onboarding billed separately. All plans include Snowflake hosting and dbt transformation layer. Pricing may vary based on data volume and complexity.
Common Questions
Straight answers. No surprises.
No. We connect to the tools you already use — Shopify, NetSuite, Salesforce, HubSpot, and 200+ more via Fivetran. Your teams keep working in the systems they know. We pull the data, not replace the stack.
You do. Every client gets a dedicated, isolated Snowflake database. Your data is never co-mingled with other companies. If you leave, your data leaves with you.
Not yet. We're targeting SOC 2 Type II certification in 2026. Our architecture is built for it from day one — encrypted at rest and in transit, role-based access control, audit logging on all data access. We'll be transparent about where we are in the process.
Typically 2–4 weeks from kickoff to first live dashboard, depending on the number of data sources and their complexity. We'll give you an honest timeline during the discovery call — no sandbagging, no overpromising.
That's what the discovery call is for. We'll ask about your systems, your data maturity, and your goals. If we're not the right solution, we'll tell you — and point you somewhere that is. No hard sell.
Implementation is billed separately from the monthly subscription. The cost depends on the number of data sources, complexity of your systems, and any custom requirements. We'll scope this together during the discovery process — no surprises.
Ready to See Your Portfolio Data Clearly?
Book a 30-minute discovery call — no commitment, no sales pitch. Just data.