Make reporting a strength across your portfolio – not a struggle
From spreadsheet chaos to fund-ready reporting – we bring BI to portfolio companies, align KPIs, automate flows, and support valuation-focused reporting Private Equity / Venture Capital funds rely on.
How we can help you overcome these challenges
At Enterium, we support both PE/VC funds and their portfolio companies. We improve decision-making and transparency at every level – from individual business units to full fund portfolios – with flexible, Power BI-based solutions.
Clean Data Foundation
Turn data chaos into structured insight.
We clean, structure, and validate data from portfolio companies – financial and operational – ensuring consistency across tools, processes, and teams. High-quality data becomes a solid base for automation, BI, and management reporting.
Your benefits:
Company-Level BI Implementation
Build reporting that drives real business outcomes.
We design and implement role-specific dashboards in Power BI within portfolio companies. These reports support management, finance, and controlling teams in daily decision-making and performance management.
Your benefits:
Fund-Level Portfolio Oversight
Track portfolio performance in one unified view.
We consolidate key data from portfolio companies into centralized dashboards. You gain a live, high-level overview of performance with the ability to drill down into individual companies, segments, or time periods.
Your benefits:
LP-Ready Reporting Automation
Make reporting to investors fast and painless.
We automate recurring reports and LP packs using structured templates, aligned KPIs, and traceable data flows. This reduces workload and strengthens investor confidence through consistency and transparency.
Your benefits:
Cross-Company Benchmarking
Know which companies lead – and why.
We implement a shared KPI framework across portfolio companies to enable automated benchmarking and comparative analysis. This allows you to monitor value creation and identify what’s working – and what’s not.
Your benefits:
Usability-First Reporting
Make reports your team actually wants to use.
We design reporting environments focused on clarity, usability, and intuitive navigation. With best practices in storytelling, UI/UX, and visual hierarchy, even complex datasets become easy to read, explore, and act on.
Your benefits:
Host a free BI on-demand webinar for your portfolio CFOs
They’ll learn how to approach BI implementation strategically: from roadmap and key milestones, to fund-aligned KPIs, effective governance, and user-centered reporting.
We’ll share examples of real-world reporting transformations – with takeaways they can apply right away.
What might be holding You back?
Even the best solutions raise questions. We’ve worked closely with fund managers and understand the concerns that can slow down the decision. Here’s how we address them — clearly and pragmatically.
If you have any additional questions, don’t hesitate to reach out to us.
The cost doesn’t justify the benefit
We get it: any investment must bring tangible returns. That’s why our clients see significant ROI from our BI solutions—streamlining reporting processes and saving time. More importantly, our tools enable you to make faster, smarter decisions that improve profitability and efficiency.
More importantly, our tools enable you to make faster, smarter decisions that improve profitability and efficiency.
Can we really trust this technology?
Our BI solutions have been tested and proven in the field. We have helped countless clients from the PE/VC sector increase transparency and make data-driven decisions with confidence.
We provide extensive case studies and real-life success stories to demonstrate how our technology drives real value.
I don’t have the leverage to make decisions for the CFOs in my portfolio companies, I can’t (or don’t want to) impose anything on them.
We understand that, and we’re here to support you in navigating this challenge. Our approach is designed to minimize the burden on you and your portfolio companies. Rather than imposing a solution, we take on the responsibility of demonstrating the value of our tools directly to the CFOs and key decision-makers in your portfolio.
All we need from you is an introduction, and we’ll handle the rest.
We don’t have time for implementation
Enterium ensures a smooth, quick integration with minimal disruption to your operations. Our solutions are designed to work alongside your existing systems, and we offer training and support every step of the way to make implementation as seamless as possible.
Will our current systems integrate well?
We ensure compatibility with your financial systems, CRM, and other software, allowing for easy data flow and seamless reporting.
Dive into our BI approach: what we do, how it works, and why it matters
We understand finance
With a strong corporate finance background, we don’t just build reporting systems — we think like fund managers. Our solutions are rooted in financial logic, prioritizing what truly matters to decision-makers and investment stakeholders.
Built on PE/VC experience
We’ve worked with private equity and venture capital funds — we understand their challenges, language, and priorities. We know how to navigate conversations with CFOs of portfolio companies and drive alignment with fund-level expectations.
Adaptive, scalable partnership
We start small — often with a single portfolio company as a proof of concept. As value becomes evident, we scale to support other companies across the portfolio, aligning with fund strategy and capacity at each step.
Tracking what matters most
We focus on metrics that drive fund performance — from ROI and IRR to cash burn, runway, and contribution margins. Our reports are designed to support investment decisions, exit readiness, and long-term portfolio value creation.
Our core project experts:
Bartosz Ostafiński
CEO & CO-FOUNDER
An expert in financial modeling, budgeting, and forecasting, with a strong focus on improving financial clarity through data-driven insights and actionable analytics.
Mateusz Kulawik
DIRECTOR, PARTNER
Specialized in financial planning, budgeting, and forecasting (xP&A tools), with strong capabilities in process automation to support strategic decision-making and enhance visibility across the portfolio.
Gustaw Dudek
Head of BI
Certified IBCS Analyst, Microsoft Power BI Community Representative, and an Enterprise DNA Platform Expert. Experienced in working with third-party tools such as Zebra BI and Acterys and creating custom data visualization solutions using SVG formulas.
Real success stories
See how we’ve helped one Private Equity-backed company scale its reporting, improve data transparency, and prepare for a successful transaction — all while meeting investor expectations.
