Data & Analytics
PreferredKPI dashboards and data warehouses that board members actually open
Signal & Ledger connects the ERP, CRM, and payroll into one warehouse and builds the operating KPI pack the board reviews each month. Fixed-fee sprints, delivered in Power BI or Sigma.
Value proposition
One trusted KPI layer from the board deck down to the plant floor.
Pricing
Build phase $60–180K, then $6–12K/mo managed service.
Preferred pricing available to the sponsor and its portfolio companies.
Verified portfolio executives only
CFO · $130M business services
Backed by a middle market buyout fund
Sep 2026
We used to spend four days a month building the KPI deck. Signal & Ledger automated it, and our sponsor now uses our dashboard as the template for other portfolio companies.
Watch out for: Your source data still has to be clean. They'll tell you when it isn't.
CTO · $75M software
Backed by a growth equity
May 2026
Net revenue retention by cohort was the number our sponsor kept asking for. Now it updates daily.
Watch out for: Their Sigma practice is newer than Power BI.
CEO · $210M distribution
Backed by a middle market buyout fund
Feb 2026
We liked knowing exactly what each sprint would cost. The third sprint covered all of our add-ons.
Watch out for: Handoff documentation could be better.