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When Clean Data Matters Most

As companies grow and take on outside capital, the stakes get higher. Investors demand reliable numbers and data they can trust. When teams aren’t equipped to provide this clarity, leaders are left scrambling to answer even basic questions with confidence. These are the moments that can define your company’s future.

Bringing on Institutional Investors


You’ve taken outside capital and need clearer reporting and forecasting. Moving from founder-led decisions to managing investor expectations is a major challenge most teams aren’t ready for.

Merging with Another Company


Two systems, two teams, and no one is working off the same numbers. You still need to hit synergy goals while trying to clean up the data behind the scenes.

Preparing for a Sale or Exit


You’re getting ready to take the company to market and need clean, credible metrics that can stand up to diligence. Buyers will pay more when the numbers are organized, consistent, and easy to trust.

The Data Speaks for Itself

These challenges aren't isolated incidents; they're widespread problems affecting companies across every industry and growth stage. The numbers tell the story of just how pervasive these issues have become in today's business landscape.

48%

of PE-backed CFOs say data fragmentation is the No. 1 challenge they face in the role


Source: PE CXO

67%

of organizations say they don’t fully trust the data their organization is using for decision-making


Source: LeBow

41%

of PE firms can’t evidence EBITDA gains at exit for lack of granular data



Source: EY

83%

of PE leaders say digital transformation is “absolutely vital” for exit and returns


Source: PwC

Our Solution

Data Infrastructure Built for Private Equity

Critical business transitions demand fast, accurate data when the stakes are highest. At ATALYTX, we build the reporting infrastructure companies need to deliver institutional-grade analytics in 8-12 weeks, without buying software or pulling internal teams off their work.


We specialize in the data challenges that matter most: consolidating scattered systems during acquisitions, establishing a reporting backbone for founder-to-PE transitions, and preparing comprehensive data packages for exits. Our proprietary systems become your intellectual property, cutting routine data prep from hours to minutes so executives get the answers they need to move deals forward.

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Our Services

WORKING TOGETHER

We work with you to come up with the very best solutions for your challenges.

01

Unified Data Infrastructure

Build one source of truth by stitching together financial, operational, and customer data

02

Automated Reporting & Planning

Auto-generate board decks, KPI dashboards, and driver-based forecasts with seamless spreadsheet integration

03

M&A Support & Integration

De-risk deals and speed synergies with analytics for transactions, exits, and post-acquisition integration

04

Fractional FP&A Services

Drop-in FP&A expertise for budgeting, scenario modeling, and decision support when you need it

How it Works

Assess

We meet with your finance and leadership team to understand what’s broken, what investors will expect, and which reports or data gaps are slowing you down. We define the target state and map what needs to be built – no software purchases, no pulling staff off their day jobs.

Build

We build the infrastructure, integrations, and reporting inside your environment, using tools you already own or lightweight tech you can support going forward. Everything is structured around your workflows, finance cadence, and investor requirements.

Handoff

Once it’s live, we document everything and train your staff on how to use, modify, and maintain the system. The platform becomes your own intellectual property, with no ongoing license or dependency on us. No long-term overhead, just a clean handoff.