Replace Manual Excel Reporting
Eliminate the 3 days/month your finance team spends pulling, formatting, and reconciling data across systems.
Stop Reporting from Spreadsheets.
Start Reporting from Data.
Your finance team shouldn't spend days every quarter reconciling exports from five different systems. We connect them all to one live dashboard and push standardized data to your fund's monitoring platform automatically.
Everything Your Finance Team Has Been Waiting For
From eliminating manual reporting to understanding your best customers. Fully managed, no data team required.
Connect Every Source System
Salesforce, HubSpot, Stripe, Chargebee, NetSuite, QuickBooks, all flowing into a single Snowflake data warehouse automatically.
Executive KPI Dashboard
Revenue, customers, margin, pipeline on a live dashboard your CEO, CFO, and Private Equity operating partner can view daily.
Self-Service Data Portal
Even without managed connectors, submit data through Veran's validated portal. Structured templates, automated checks, no more emailing spreadsheets to your PE sponsor.
RFM Segmentation & LTV Scoring
Automated customer segmentation: Champions, Loyal, At-Risk, Churned. LTV and churn probability updated daily.
Live in 6 Weeks
Veran Accelerate: a fixed-fee project ($35–55K) that connects your source systems and delivers your first quarterly report in 6 weeks. No open-ended consulting.
Automated Weekly Reports
Weekly reporting packs delivered automatically to your inbox. Your finance team stops building slides from scratch.
SOC 2–Ready Architecture
Encrypted at rest and in transit. Role-based access control. Audit logging. Built for enterprise compliance from day one.
No Internal Data Team Needed
We handle all infrastructure, pipeline maintenance, and monitoring. Your team gets the insights, not the burden.
Three Ways to Get Started
Start with a project. Adopt the platform. Add managed connectors when you need them.
6-Week Onboarding Project
Veran Accelerate
Fixed-fee engagement ($35–55K). We connect to your source systems and deliver the first quarterly report before your first board meeting. Converts to ongoing platform subscription.
- Source systems connected in 3 weeks
- First quarterly report in 6 weeks
- Fixed fee, no open-ended consulting
- Converts to Platform subscription at week 6
Self-Service Data Portal
Veran Platform
Submit data through validated templates, API, or CSV. Automated validation catches errors before they reach your PE sponsor. No more emailing spreadsheets.
- Structured templates per industry
- Automated validation and anomaly detection
- Included in your fund’s platform subscription
- Upgrade to managed connectors anytime
Managed Source Connectors
Veran Connect
For your most important systems, we connect directly to your ERP, CRM, and billing platforms. Clean, validated data flows automatically. Your finance team reviews the output, not the pipeline.
- 200+ pre-built connectors (Salesforce, NetSuite, Stripe, etc.)
- Automated data quality validation & GL reconciliation
- Your fund chooses which portcos get managed connectors
- Feed iLevel, Cobalt, or Allvue, or use Veran dashboards
Common Questions
From CFOs and finance teams at Private Equity-backed companies.
No. We connect to the tools you already use: Salesforce, HubSpot, Stripe, Chargebee, NetSuite, QuickBooks, and 200+ more via Fivetran. Your teams keep working in the systems they know. We pull the data, not replace the stack.
For a standard SaaS or mid-market stack, deployment takes 6 weeks from kickoff. That includes source system connection, transformation, KPI validation, dashboard configuration, and reverse ETL setup. We give you an honest timeline during the discovery call, based on your actual systems and data complexity.
You do. Every client gets a dedicated, isolated Snowflake database. Your data is never co-mingled with other companies. If you leave, your data leaves with you.
That is the ideal scenario. Your data flows directly into the fund’s cross-portfolio benchmarking, LP reporting, and dashboards. You benefit from standardized definitions across the whole portfolio. If your fund uses iLevel or Cobalt instead, we push your data there via reverse ETL.
Start with Veran Accelerate at $35–55K (fixed-fee, 6-week project). The ongoing platform starts at $10,000/month and includes a self-service data portal for unlimited portcos plus 2 managed source connectors. Additional managed connectors for more portcos at $3–4K/month each. Your PE sponsor typically covers this as a fund-level expense.
Also explore: Solutions for Private Equity Firms · About Veran Software
See Your Portfolio Data, Cleaned Up
30-minute discovery call, no pitch deck. We scope what clean quarterly reporting looks like for your portfolio.
Or email team@veransoftware.com, we respond within one business day.