Sigma Computing Consulting for Private Equity Firms
Cut the days your deal and portfolio teams spend chasing and pasting portfolio company files before every board and LP report. We build Sigma workbooks on Snowflake that collect the numbers once and roll them up on their own.
The short answer
Where the Hours Go Today
- Every month starts with emailing templates to portfolio companies and chasing them back.
- Each company sends its numbers in a different format, and someone fixes them by hand.
- Board and LP packs are rebuilt from scratch in Excel and PowerPoint.
- Value creation plans are tracked in a separate file from the actuals.
- A sale process exposes how hard it is to produce clean history for one company.
Sigma Workbooks We Build
- Portfolio KPI Roll-Up
- Revenue, margin, cash and operating KPIs for every portfolio company on the same definitions, with drill paths from the fund down to one company and month.
- Portfolio Company Submissions
- Input tables where each company enters or uploads its monthly numbers, with comments and an approval step before they reach the roll-up.
- Board and LP Reporting
- Monthly and quarterly packs built from the same tables, sent as scheduled PDFs instead of assembled by hand.
- Value Creation Tracking
- Plan initiatives and targets next to actuals, so the deal team sees progress without merging two spreadsheets.
- Sale Readiness
- Clean, dated history for a company before a sale, so diligence questions get answered from tables instead of a scramble through old files.
Why Sigma Fits
- Write-back for portfolio companies
- Sigma input tables store what users enter in the warehouse, so portfolio companies can submit numbers directly and the roll-up reads them without a copy step.
- A spreadsheet the team already knows
- Deal and finance teams work in a familiar grid on live Snowflake data, so adoption does not depend on learning a new modeling language.
- Scheduled packs
- Sigma can email each person a PDF filtered to their fund or company on a schedule, so recurring reports go out without anyone exporting them.
Data We Connect
- Portfolio company financial files
- Portfolio company accounting systems
- Fund accounting and administrator files
- CRM or deal pipeline system
- Value creation plans in Excel
- Snowflake
Common questions
Is Sigma good for private equity portfolio reporting?
It fits well when many companies report in different formats and the team works in Excel. Input tables collect the submissions, Snowflake holds the history, and Sigma rolls it up on the same definitions.
Can portfolio companies enter their numbers directly in Sigma?
Yes. We build input tables with comments and approval steps, so each company submits its monthly figures and the deal team reviews them before they reach the roll-up.
Can Sigma replace our Excel board pack?
For the recurring numbers, yes. We build the pack from Snowflake tables, check it against the last Excel version, and schedule it as a PDF so it goes out without manual assembly.
How long does a Sigma build take?
It depends on how many portfolio companies, how many formats they send and how much history you want loaded. We scope it on a short call, usually starting with one roll-up.
Does this help before selling a portfolio company?
Yes. Clean, dated history in Snowflake means diligence questions can be answered from tables rather than rebuilt from old files under time pressure.
Bring the report that eats your week
We'll look at it with you and say what Sigma would save. No pitch deck.