Embedded Head of Analytics for PE Portfolios
The same method, scored across every portfolio company
Most clients stay after a first project, and we serve as their embedded head of analytics: an economist watching the data, surfacing what matters, month after month. The portfolio program does the same for a sponsor, across the companies it owns.
A newer offering, built on the ongoing advisory our clients stay on after a first project, and on the econometric models and baselines we build in each company.
What the program includes
One retainer, covering the portfolio companies the sponsor chooses.
The same method in every company
Levers, baselines and KPI definitions set up the same way in each company, so results can be compared across the portfolio.
A monthly read for the deal team
For each company, what moved, why, and what it is worth, with the next steps that make sense. Delivered through the Horizon Data Partners client portal.
Benchmarks across the portfolio
Where each company stands against the others on the KPIs the plans depend on, and what the leaders are doing differently.
Targeted projects as they become worth doing
Pricing, churn, productivity or AI work in the company where the monthly read shows it will pay most, with the agenda reset each quarter.
A view no single company has
An analytics team inside one portfolio company only sees that company's data. Scored the same way across several companies, the same models show which results are unusual, which levers are working in one company and could work in another, and where the data is too weak to trust.
Each company keeps its own team on day-to-day reporting. The program carries the level above it: the models, the monthly read and the judgment about what to do next.
One method from each acquisition to each exit
Each company joins the program with a measured baseline.
100-Day Value Baseline →The same econometric model, built around each company's own levers and data.
Value Levers →Monthly results become the record a buyer reviews.
Value Creation Proof →Put one method across the portfolio
A short conversation is enough to see which companies to start with.