Use case
Use case3 min readBy The Data Workers Team

Portfolio intelligence data, run by agents

Every portfolio company reports KPIs in its own format, from its own ERP, on its own schedule, and the deal team reconciles them in spreadsheets. Here is how Data Workers runs it instead.

Key takeaways

  • •The problem today. Every portfolio company reports KPIs in its own format, from its own ERP, on its own schedule, and the deal team reconciles them in spreadsheets.
  • •What changes. Agents land each company's data where it lives, map it to one governed KPI model and flag gaps before the monthly review.
  • •What stays with your people. KPIs shared with investment committees and LPs: decisions depend on them.
  • •The result. The deal team sees comparable KPIs across the portfolio every month.

The problem today

Every portfolio company reports KPIs in its own format, from its own ERP, on its own schedule, and the deal team reconciles them in spreadsheets.

What changes with Data Workers

Agents land each company's data where it lives, map it to one governed KPI model and flag gaps before the monthly review.

The workflow: Connectors agent (get_connector_status) → Schema Evolution agent (generate_migration) → Data Context & Catalog agent (define_business_rule) → Quality Monitoring agent (run_quality_check).
Fig. 1:The workflow: Connectors agent (get_connector_status) → Schema Evolution agent (generate_migration) → Data Context & Catalog agent (define_business_rule) → Quality Monitoring agent (run_quality_check).

The workflow, step by step

  1. 1.The Connectors agent calls get_connector_status and connects to each company's ERP and BI.
  2. 2.The Schema Evolution agent calls generate_migration and maps local charts of accounts.
  3. 3.The Data Context & Catalog agent calls define_business_rule and governs portfolio KPIs.
  4. 4.The Quality Monitoring agent calls run_quality_check and flags missing or inconsistent submissions.

The impact metrics we move

  • •Portfolio KPI pack: from about 2 weeks to 8 h
  • •New company onboarded: from about 2 months to 3 days
  • •KPI question: from about a day to seconds
Time to complete, current practice (black) vs. with Data Workers (green). Illustrative.
Fig. 2:Time to complete, current practice (black) vs. with Data Workers (green). Illustrative.

What goes on autopilot

  • •Company submissions are mapped and checked on arrival, so the monthly pack is consistent.
  • •KPI definitions are governed across companies, so comparisons hold.

Where your people stay in charge

KPIs shared with investment committees and LPs always go to a named approver, because decisions depend on them. Everything starts at L1, observing only, and autonomy rises only on evidence.

The pilot

  • •Scope. Three portfolio companies on one KPI model.
  • •First week. Agents run at L1, observing only, and show the fixes they would have made, with receipts.
  • •By week two. The routine work above runs on its own; anything sensitive stays with a named approver.
  • •At day 30. We review the impact metrics against your baseline:
  • •Portfolio KPI pack: from about 2 weeks to 8 h
  • •New company onboarded: from about 2 months to 3 days
  • •KPI question: from about a day to seconds
  • •Cost. Start with a pilot ($7,500 one-time, credited in full against the first year). Scale is from $1,000 a month and Enterprise from $3,000 a month, billed annually, with unlimited seats, no usage meter and no markup on model spend. See pricing.

Related: The private equity hub · The full team playbook

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