Data Maturity in PE-Backed Companies | A Roadmap for Enterprise Value Creation and Preservation

This whitepaper introduces a PE-specific data maturity model that guides PortCos from reactive reporting to scalable, insight-driven operations. It explores key enablers from process standardization to SaaS-first strategies and provides real-world examples of how leading PortCos build governance, prove ROI, and accelerate time to value.

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In PE, data isn’t just a reporting function—it’s a strategic asset. 

To drive value creation and preserve enterprise value, PortCos must mature their data capabilities with speed and precision. But tech investments alone don’t solve fragmented systems, misaligned KPIs, or compliance risks.

This whitepaper introduces a PE-specific data maturity model that guides PortCos from reactive reporting to scalable, insight-driven operations. Read on to:

  • Explore key enablers from process standardization to SaaS-first strategies.
  • Get real-world examples of how leading PortCos build governance, prove ROI, and accelerate time to value.

Whether prepping for exit or integrating acquisitions, the path to better data starts with intentional, phased execution.

Access the Roadmap

Meet the authors

Amit Parikh

PRIVATE EQUITY PRACTICE LEAD

Amit has been deeply interested in technology and how it can help people and organizations achieve their goals ever since he was in grade school. As a technology and business professional with a background in both industry operator and management consulting, he has a talent for bringing people together across an organization to solve complex business problems and drive long-term change.

Prior to coming aboard the Resultant team, Amit enhanced client relationships in the wealth management division of a global financial services corporation by providing insights and facilitating investments across multiple channels. Later, he worked with a global management consulting firm helping public and private sector clients implement transformational IT initiatives at the enterprise level. Today, he enjoys connecting clients with solutions while leading the private equity practice

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Preston Howell

Director, Private Equity Solutions | ProServ Market Lead

Preston Howell’s driving force stems from a passion to use data to improve human lives, build thriving businesses, and create a better society. He’s always loved numbers, people, and connecting analytical thinking to people and the businesses they build. He considers data consulting to be the best world in which to bring people and numbers together.

He co-established Resultant’s Private Equity (PE) practice in 2023 along with vertical lead Amit Parikh. Heading up the solution side of the practice, Preston drives value creation for PE firms and their portfolio companies.

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