Data Integration for Venture Capital and Private Equity
Aggregate portfolio company data from ERPs, CRMs, and financial systems into unified analytics platforms. Automate LP reporting and eliminate manual data consolidation.
Industry-Specific Outcomes
Portfolio company performance monitoring dashboards
Automated quarterly LP reporting and investor communications
Multi-portfolio ESG data collection and compliance tracking
Deal flow pipeline analytics and conversion metrics
Cross-portfolio financial consolidation and benchmarking
Popular Connector Workflows
PE/VC Portfolio Data Stack
Unified data pipeline from portfolio company systems through Airbyte to cloud warehouses and analytics platforms for operational monitoring.
Cart considered acquiring another company to solve our foundational ELT needs and bootstrap our data products line. After due diligence, we decided it wasn't part of our core value proposition. It was better to partner with Airbyte, rather than take on this burden ourselves. Ever since, we've been able to focus on transformative innovation in the retail data space, rather than ELT.
Compliance Considerations
SEC Form PF and Form ADV reporting compliance
GDPR and CCPA data privacy for investor information
SOC 2 Type II certified data infrastructure
Multi-tenant data isolation with encryption at rest
Recommended Connectors
See all connectorsSalesforce
for deal pipeline and portfolio company CRM
Airtable
for deal flow tracking and investment pipeline
QuickBooks
for fund accounting and financial reporting
HubSpot
for investor relations and LP communications
Snowflake destination
for centralized portfolio analytics and reporting
BigQuery
for data warehouse and performance metrics
Related Resources
The Deck We Used to Raise Our $150M Series B
The Deck We Used to Raise Our Seed with Accel in 13 Days
How to Sync Salesforce to Snowflake Data Cloud
How to Sync QuickBooks to Snowflake Data Cloud
Streamline Portfolio Data Integration
Move faster with secure, compliant, and open-source data integration.