The “Upstracting” Epidemic: How Complex Data Extraction Is Killing Portfolio Visibility—and What Smart Firms Are Doing Differently
Private equity firms have never had more access to data, yet many investment teams are finding it increasingly difficult to gain meaningful visibility into portfolio performance. Financial information flows from ERP systems, CRM platforms, accounting software, manufacturing systems, and countless operational applications. To create executive reports, firms often extract data from each source, manipulate it in spreadsheets, and manually assemble dashboards. What should provide clarity frequently creates even greater complexity.