Don’t let disconnected data slow everything down
Most firms don’t set out to build complex, manual reporting processes. They just evolve that way.
One deal gets modeled a little differently. A few slightly different versions of the same business plan or IRR calc get saved onto SharePoint – or worse, someone’s desktop. Then someone makes a quick adjustment and before you know it, Excel is exploding with everything held together with duct tape and hope.
We talk with firms every day who are stuck in this cycle – over-relying on spreadsheets, chasing down disconnected data, and spending way too much time trying to answer basic portfolio questions. That’s not a reporting process. It’s a liability.
That’s why we offer a personalized Current State Data Flow Analysis. In this 30-minute session, we’ll map how your data moves today, pinpoint inefficiencies, and show you what a streamlined, automated future could look like.
Firms like PCCP and Dalfen Industrial started here. Now they’ve eliminated manual data wrangling and now report with confidence using a centralized platform that integrates operational and financial, leasing, loan, valuations, underwriting, CapEx, budget and more.
If Excel is the glue holding your system together, it’s time to take a step back and ask: Is your tech stack actually built to scale?
Schedule your data flow analysis and get a clear-eyed look at what’s really going on behind the scenes.
