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Data Diagnostic
PE Firms
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About
Meet With Us
Services
Full Analytics Build
Data Diagnostic
AI FP&A Agent
Managed Services
Targeted Analysis
Services
Data Diagnostic
PE Firms
Portfolio Companies
About
Meet With Us

Your PE firm wants better visibility. You are not sure where to start.

Most portco executives we work with are not short on data. They are short on access. The numbers exist, spread across systems that were never designed to talk to each other. The Data Diagnostic is where we start.
See Where You Stand
No-cost Data Diagnostic · 2 to 4 weeks · You own the output
Sound Familiar?

The data is there. Getting to it is the problem.

NuView works with 110+ PE firms as a trusted data resource across their portfolios. We go into portcos at any stage of the hold period, execute fast, and leave behind infrastructure the team can operate independently.
The data lives in too many places.
Your ERP, your CRM, your payroll system, your operational tools. None of them talk to each other. Every cross-functional question requires calling someone and waiting for a report.
One person is holding it all together.
There is always one. The IT director, the finance analyst, the lone developer. They know where everything is, they build every report, and when they leave, nobody knows where anything is.
Your board is asking questions you can not answer quickly.
Consolidated EBITDA. Revenue by division. Budget vs. actual. These are not complicated requests. They just take two days and three people to produce.
An acquisition just doubled the complexity.
A new entity came in with its own systems and its own way of doing things. You now have two of everything and no unified view of the combined business.
You are managing from the rearview mirror.
By the time the weekly report lands, the moment has passed. You know what happened last month. You do not know what is happening today.
Don't see your situation here?
We have worked inside 250+ PE-backed companies. Whatever you are dealing with, we have probably seen it. Let's talk.
Start the conversation →
What We Build

Connected systems. Trusted data. Dashboards your team actually uses.

Every NuView engagement follows the same sequence. We connect your source systems, build the data warehouse, model the data, and deliver a curated set of live dashboards. Fixed fee. No recurring costs. You own everything when we are done.
A clear picture of where you stand
The diagnostic tells you exactly what your data environment looks like today, scored against a benchmark of 300+ companies in similar situations. No guessing, no generic recommendations.
A roadmap built around your timeline
Every recommendation is sequenced around your hold period, your existing systems, and your team's capacity. The first thing we build is always the thing that creates the most immediate value.
Infrastructure you own and can operate
Full documentation, full training, no recurring NuView fees. The next acquisition gets absorbed by the warehouse. Your dashboards do not break.
Where We Start

See exactly where your data stands.
At no cost.

Before we build anything, we show you what you have. The Data Diagnostic maps your current state, scores you across five data pillars, and benchmarks you against 300+ PE-backed companies. You leave with a complete picture of your data environment and a prioritized roadmap for what to build next. No obligation to proceed.
A sample grid of NuView's data diagnostic report
300+
Data Diagnostics completed
1 to 3
Weeks from kickoff to readout
5 to 10
Hours of your team's time required
01
Current State
Every source system, every reporting tool, every data gap identified and mapped.
02
Current State
Scored across five pillars and benchmarked against 300+ PE-backed peers.
03
Scalable Data Roadmap
A prioritized build sequence designed around your hold period and team capacity.
04
Value-Driving KPI Recommendations
The metrics that matter most for your industry, your investors, and your exit story.
See Where You Stand
No-cost Data Diagnostic · 2 to 4 weeks · You own the output
where we work

Every major vertical PE firms acquire.

The systems differ. The data challenges do not.
Manufacturing and Distribution
Post-acquisition ERP integration, WIP visibility, operational scorecards, and consolidated financials across multiple entities and currencies.
Data challenge we solve most often:
Two ERPs after an acquisition with zero cross-system visibility. Sales quoting 2 to 3 week lead times for product that is 24 hours from shipping.
Multi-Location Healthcare
Provider performance, clinical operations, value-based care quality metrics, and roll-up financials across clinic locations built for PE-backed groups scaling through acquisition.
Data challenge we solve most often:
Each location runs its own EMR instance. Finance consolidates manually every month. Nobody has a real-time view of the network.
Residential and Commercial Services
Technician productivity, job profitability, route efficiency, and platform normalization across locations acquired at different times with different configurations.
Data challenge we solve most often:
Ten locations, ten different ways of using the same software. Nobody can benchmark one location against another.
Logistics and Field Services
Driver margin, fleet telematics, on-time delivery by client, and safety metrics connected across dispatch systems, payroll platforms, and GPS tools.
Data challenge we solve most often:
Revenue in the dispatch system. Driver costs in payroll. Nobody can see true route margin without building it manually in Excel every week.
Professional Services
Project profitability, utilization rates, billing efficiency, and pipeline visibility across firms that have grown through acquisition and run multiple systems or none at all.
Data challenge we solve most often:
Partners know their own book of business. Leadership has no consolidated view of firm-wide utilization or profitability by practice area.
Don't see your industry?
We have probably worked in it. Start with a diagnostic and we will show you what we have built in similar companies.
See Where You Stand
No-cost Data Diagnostic · 2 to 4 weeks · You own the output
What Portco Executives Say

The results speak for themselves.

Mike Hemman - Chief Executive Officer - Deerpoint Group, LLC
"NuView exceeded my expectations on every front. The project has remained in green status throughout — remarkable given how much we set out to accomplish in just a few months. What sits behind the dashboards is equally important: a complete data warehouse that is already delivering value and will be critical as we expand our AI capabilities."
Mike Hemman
Chief Executive Officer | Deerpoint Group, LLC
"The quality of the reporting is night and day compared to what we had before."
COO, PE-backed services company
"We would not have been able to get this done internally in the same timeframe."
CEO, PE-backed logistics company
"It's clear you know how PE-backed companies work and what investors care about."
CFO, PE-backed manufacturer
Start Here

Find out where your company stands.

Every NuView engagement starts with the Data Diagnostic. It takes 1 to 3 weeks, costs nothing, and gives you a complete picture of your data environment whether or not you decide to build anything with us.
See Where You Stand
Rick Stefanone, Head of Sales
rick@nuviewanalytics.com
The only data and analytics firm built exclusively for PE-backed mid-market companies.
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Rick Stefanone, Head of Sales
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