Private Equity
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
Deploy the right modules across your portfolio companies based on their maturity and value creation priorities. Create consistent frameworks while maximising individual company potential.
Proven Portfolio
Performance
Track record of value creation across private equity portfolios
18-35%
Average EBITDA Improvement
Across portfolio companies implementing our modular approach
12-28%
Revenue Growth
Through data-driven customer insights and monetisation
15-40%
Operational Efficiency
Cost reduction through AI and automation implementation
Establish Data
Excellence
Create consistent data strategies and architectures across portfolio companies
Data Vision & Strategy Accelerator
⏱️ 2-4 weeks📈 5-10% EBITDA improvement through strategic focus
Rapidly establish data strategy across portfolio companies post-acquisition, ensuring consistent vision and prioritised roadmaps for maximum value creation.
PE Value Creation:
Establishes clear data strategy within 100 days of acquisition
Data Environment & Architecture Review
⏱️ 3-5 weeks📈 3-8% operational efficiency gains
Create scalable, consistent data architectures across portfolio companies, ensuring standardisation and compliance for future exits or roll-ups.
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
Comprehensive valuation of portfolio companies' data assets and strategic assessment of commercialisation opportunities to unlock hidden value and create new revenue streams.
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
Establish consistent, actionable reporting frameworks across portfolio companies, clearly linking financial performance with operational levers for better decision-making.
PE Value Creation:
Improves portfolio visibility and decision speed
Customer Insight Sprint
⏱️ 2-3 weeks📈 8-15% revenue growth through customer optimisation
Rapidly unlock customer value across portfolio companies through advanced segmentation and behavioural analytics, driving revenue growth and retention.
PE Value Creation:
Immediate revenue opportunities within first quarter
3-4 weeks📈 10-20% new revenue from data monetisation
Monetise untapped data assets across portfolio companies, identifying hidden revenue streams and new business model opportunities.
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
Accelerate AI adoption across portfolio companies with practical use cases and implementation roadmaps, creating competitive advantages and operational efficiencies.
PE Value Creation:
Creates sustainable competitive advantages
Agentic AI Enablement
PE Value Creation:
Enables hands-off operational excellence