Fast Deployment
Reusable data models and config-driven source mappings mean less custom work per client. Typical deployments are measured in weeks, not quarters.
The Data Platform Built
for Private Equity
Connect every portfolio company's source systems to a unified data warehouse. Standardized KPIs, automated quarterly reporting, reverse ETL to iLevel / Cobalt / Allvue, and cross-portfolio benchmarking.
What the Platform Does
Source system connectors, transformation, KPI dashboards, reverse ETL to monitoring platforms, and cross-portfolio benchmarking. Fully managed.
Unified Snowflake Data Warehouse
All portfolio company data in a dedicated, isolated Snowflake database. Salesforce, HubSpot, Stripe, Chargebee, NetSuite, QuickBooks, connected automatically.
Standardized KPI Definitions
Revenue, customers, margin, pipeline: consistent definitions enforced across every portfolio company using our Veran Ontology.
Cross-Portfolio Benchmarking
Veran Platform aggregates all companies into a single fund-level view. Compare KPIs across companies at a glance.
Automated Weekly Reporting
Weekly reporting packs delivered automatically. Your operating partners stop opening spreadsheets.
Data Quality You Can Trust
Automated reconciliation against the general ledger, anomaly detection, audit trails on every number. One wrong number kills trust, our quality layer makes sure it doesn't happen.
Per-Client Data Isolation
Dedicated Snowflake database per portfolio company. No shared storage, no cross-client data access. Ever.
LP Reporting Automation
Deal-ready data room preparation and LP reporting with automated data refresh. Turn a 3-hour exercise into 30 minutes.
No Internal Data Team Required
Veran is fully managed. We run the infrastructure, pipelines, and monitoring. Your team reviews the dashboard.
Live in 4 Steps
From kickoff to live dashboard in 6 weeks. Measured in weeks, not quarters.
01
Connect
Weeks 1–2
We configure source system connectors to your existing stack: Salesforce, HubSpot, Stripe, Chargebee, NetSuite, QuickBooks. No code changes at the portfolio company level.
02
Map
Weeks 2–3
Our Veran Ontology maps source data to universal entities: Customer, Revenue, Pipeline, Product.
03
Transform
Weeks 3–5
dbt runs on your Snowflake instance, producing clean, tested, documented KPI models.
04
Deliver
Week 6
Your live dashboard goes up. Reverse ETL pushes data to your monitoring platform. Quarterly reporting is automated.
How the Platform Works
100%
Of metrics reconciled against GL before they reach your dashboard
1
Snowflake database per client, fully isolated, no shared storage
200+
Source connectors available via Fivetran
Common Questions
Straight answers from Private Equity operating partners who've asked us the same things.
6 weeks. Veran Accelerate is a fixed-fee project ($35–55K) that takes a portfolio company from raw source systems to a live dashboard with automated quarterly reporting. That includes data ingestion, transformation, KPI validation, dashboard configuration, and reverse ETL setup to your monitoring platform.
No. That is the point of a managed service. Veran handles all infrastructure setup, pipeline maintenance, transformation updates, and monitoring. Your portfolio company finance team reviews the dashboard and the weekly report. They do not touch the data stack.
Our pre-built source system connectors cover the most common mid-market stack: Salesforce, HubSpot (CRM), Stripe, Chargebee (billing), NetSuite, QuickBooks (accounting), and major banking data feeds. Fivetran supports 200+ connectors, so if your portfolio company uses a system not on this list, we evaluate it case by case.
Each client gets a dedicated Snowflake database. There is no shared storage, no shared compute, and no cross-client data access. We enforce logical isolation at the database level, role-based access control within your instance, and encryption at rest and in transit.
Start with Veran Accelerate at $35–55K (fixed-fee, 6-week project). The ongoing platform starts at $10,000/month (Growth tier: self-service portal for unlimited portcos + 2 managed connectors included). Scale is $15,000/month, Enterprise is $25,000/month. Additional managed connectors at $3,000–4,000/month each. Annual contracts, no multi-year lock-in on first engagement.
Also explore: Solutions for Portfolio Companies · 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.