Case study

An Efficient Approach to Fostering Growth: SG Analytics Optimized Portfolio Monitoring Across Key Investments Sector

SG Analytics Case Study An Efficient Approach to Fostering Growth


A middle market-focused PE firm, with a diverse portfolio across industries like technology, consumer, and industrials engaged SGA. The firm sought our expertise to revamp its portfolio company monitoring processes, aiming for a highly data-driven and efficient approach. Our goal was to enhance decision-making through the overall optimization of performance tracking across their investments in these key sectors.


  • Coordinated with the client to understand and collate its diverse portfolio companies across industries and the key objectives of the tracking process
  • Developed a client-centric monitoring framework comprising key KPIs and metrics to track, along with other specific portfolio needs
  • Consolidated large datasets from portfolio companies, using advanced data tools, to support further analysis and insight derivation from company-level data
  • Developed a highly interactive and integrated dashboard to summarize and present these insights, with sub-categories for various comparisons
  • Utilized client-specific graphical presentation formats to present the key KPIs and provide actionable insights to stakeholders
  • Supported client’s decision-making process by making the monitoring of portfolio companies flexible and dynamic and setting up channels for periodic dashboard updates


SGA engaged a highly experienced team of four analysts to support the KPI identification through the decision-making process while leveraging the SGA talent inventory for specific dashboarding needs.


  • Developed a comprehensive list of KPIs essential for portfolio company monitoring
  • Provided flexibility to enable the client to drive comparisons across timeframes, KPIs, and companies
  • Established a highly dynamic and real-time data-driven visualization dashboard, with regular support on built-in automation and optimizations
  • Benefited the PE firm through the established and optimized portfolio monitoring process, driving better decision-making across stakeholders


  • 30% higher effectiveness in monitoring portfolio companies
  • Regular and timely monitoring of key portfolio company information
  • Integration of data channels into dashboards to monitor KPIs
  • End-to-end deal support with access to SGA's DA and graphics services
  • Regular support on further optimizations and enhancements

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