BANKOM.COEnhance Business Intelligence
Advanced analytics and data infrastructure solutions for revenue analysis, sales performance tracking, private equity dealflow management and investment portfolio reporting.
Tech Stack
Microsoft Fabric / Power BI
Python
PostgreSQL / DuckDB
Business Intelligence Solutions
Technical infrastructure for revenue analysis, sales tracking, dealflow management and investment reporting
Data Integration
Comprehensive integration framework for diverse business data sources including CRM systems, ERP platforms, sales databases, custodian bank feeds, PDF statements, private equity fund documents, Excel files and market data aggregators. Our ETL processes normalize inconsistent data formats and establish reliable connectivity across financial and operational platforms.
Revenue & Sales Analytics
Multi-dimensional revenue tracking and sales performance analysis with hierarchical breakdown capabilities across products, channels, territories and customer segments. Advanced analytics encompass revenue attribution, sales pipeline visualization, conversion funnel analysis and customizable dashboards with extensive drill-down capabilities for comprehensive business performance monitoring and forecasting.
Investment Position Reporting
Multi-dimensional position tracking with hierarchical breakdown capabilities across numerous parameters such as asset classes, portfolios, custodians, currencies, and tax lots. Advanced allocation reporting encompasses sector exposure analysis, geographic concentration metrics, private equity commitment tracking, and customizable dashboards with extensive drill-down capabilities for precise portfolio oversight across both liquid and illiquid investments.
Investment Performance Analysis
Extensive asset-specific performance metrics including, among others, yield to maturity and duration for fixed income, time-weighted (TWR) and money-weighted (MWR) returns for equities, and various private market metrics (DPI/TVPI/RVPI) for alternative investments. Full attribution analysis identifies alpha sources with customizable benchmark comparisons, multiple risk-adjusted return calculations, private equity vintage year comparisons, and sophisticated NAV calculations that account for interim valuation adjustments and capital movements to support holistic portfolio evaluation.
Dealflow & Portfolio Management
Comprehensive dealflow tracking and private equity portfolio management including pipeline analytics, deal sourcing metrics, due diligence workflow automation and capital deployment tracking. Features include LP reporting, fund performance metrics (DPI/TVPI/RVPI), vintage year comparisons, commitment tracking, NAV calculations with interim valuation adjustments and investor communication dashboards for streamlined private equity operations.
Business Intelligence Consulting
Strategic advisory services for business intelligence and analytics infrastructure across industries. Focus areas include BI platform selection, data warehouse architecture, dashboard design, ETL pipeline optimization and semantic layer development. We provide comprehensive guidance on technology stack evaluation, implementation roadmaps, data governance frameworks and integration strategies to transform raw data into actionable insights that drive informed decision-making across your organization.