Private Equity
Turning data and AI into faster, better investment decisions
Supporting private equity firms and portfolio leaders across diligence, value creation and exit with practical analytics grounded in operational reality.
Data-Driven Value Creation Across Your Portfolio
At Beyond, we help you leverage the power of your data to get to know your customers better so you can design and tailor superior experiences that will make you stand out from the crowd.
Seven Modules for Portfolio Excellence
Private equity success depends on making a small number of high-stakes decisions under time pressure, often with imperfect information.
Across diligence, value creation and exit, data is abundant but rarely decision-ready. Commercial, operational and customer insight is fragmented across management teams, systems and advisors. As a result, investment teams rely heavily on judgement, without always having the evidence to support it.
We work with private equity firms and portfolio leadership teams to bring clarity, focus and confidence to these decisions.
Proven Portfolio
Performance
Track record of value creation across private equity portfolios
18-35%
Average EBITDA Improvement
through strategy, insight and execution alignment.
12-28%
Revenue Growth
where customer behaviour and pricing decisions were enhanced.
15-40%
Operational Efficiency
through performance reporting and automation implementation
Establish Data
Excellence
Every portfolio and business context is different. Our modular approach lets you prioritise interventions that drive real valuefrom commercial clarity in diligence to performance acceleration and operational efficiency across owned assets.
Data Vision & Strategy Accelerator
⏱️ 2-4 weeks📈 5-10% EBITDA improvement through strategic focus
Align leadership around a practical, portfolio-wide data and AI strategy that supports strategic decisions early in ownership, reducing ambiguity and increasing execution confidence.
PE Value Creation:
Establishes clear data strategy within 100 days of acquisition
Data Environment & Architecture Review
⏱️ 3-5 weeks📈 3-8% operational efficiency gains
Assess and strengthen data platforms, pipelines and governance so portfolio businesses can share performance insight, reduce technical debt, and support scalable analytics and AI.
PE Value Creation:
Reduces tech debt and enables portfolio roll-ups
Drive Revenue &
Efficiency
Generate immediate value through customer insights, data monetisation, and performance monitoring
Data Asset Valuation & Commercialisation Assessment
⏱️ 4-6 weeks📈 10-25% value uplift through data asset commercialisation
Identify and value data and analytics assets objectively, highlighting where monetisation, productisation or competitive advantage can be captured across one or multiple portfolio businesses.
PE Value Creation:
Identifies and values hidden data assets for portfolio optimisation
Core Reporting & Performance Monitoring
⏱️ 3-4 weeks📈 5-12% efficiency gains through better reporting
Design and implement consistent, action-oriented reporting that links financial performance with operational levers so leadership can make faster, more confident decisions.
PE Value Creation:
Improves portfolio visibility and decision speed
Customer Insight Sprint
⏱️ 2-3 weeks📈 8-15% revenue growth through customer optimisation
Generate commercial insight into customer behaviour across portfolio businesses, enabling targeted decisions to improve retention, cross-sell and differentiation.
PE Value Creation:
Immediate revenue opportunities within first quarter
3-4 weeks📈 10-20% new revenue from data monetisation
Identify realistic revenue opportunities within existing data, whether new pricing models, cross-sell levers or data-enabled products grounded in portfolio commercial priorities.
PE Value Creation:
Creates new revenue streams for portfolio growth
AI-Powered
Transformation
Create sustainable competitive advantages through advanced AI implementation
AI Planning & Implementation Playbook
⏱️ 4-6 weeks📈 15-25% operational efficiency through AI automation
Prioritise and operationalise high-impact AI use cases that strengthen competitive advantage without adding unnecessary execution risk. Focus on governance, explainability and ROI.
PE Value Creation:
Creates sustainable competitive advantages
Agentic AI Enablement
Design and deploy autonomous AI agents that support repeatable decisions and operational tasks, boosting productivity and consistency across portfolio companies.
PE Value Creation:
Enables hands-off operational excellence