We connect directly to portfolio company source systems (ERPs, CRMs, billing, accounting) and deliver clean, validated data. Self-service portal for every portfolio company. Managed connectors for your top investments. First report in 6 weeks.
iLevel, Chronograph, Cobalt, Allvue: they all display data. None of them connect to portfolio company source systems. 54% of Private Equity funds still collect data via email (PwC). We close that gap.
They receive data. We collect it.
iLevel, Cobalt, Allvue, and Chronograph wait for portfolio companies to submit data. Veran connects directly to the source systems and pulls it automatically. 200+ pre-built connectors.
Built by a data architect with 18+ years of enterprise infrastructure experience. Previously: ERP implementations, Snowflake architecture, Private Equity portfolio reporting.
Eliminate the quarterly spreadsheet scramble. Get clean data from your top investments automatically. Onboard new acquisitions in 6 weeks, not 6 months.
Fund Monitoring + Self-Service Portal
Fund metrics, LP reporting, benchmarking, board packs, and a self-service data portal for every portfolio company. Portfolio companies submit data through validated templates, API, or CSV upload. Replaces the quarterly spreadsheet scramble.
Premium Managed Connectors
For your top investments, we connect directly to source systems (ERPs, CRMs, billing, accounting) and deliver clean, validated data automatically. Your fund chooses which portfolio companies get the full managed pipeline.
New Acquisition Onboarding
6-week data transformation engagement for new acquisitions. We connect to the portfolio company's source systems and deliver the first quarterly reporting package before your first board meeting. Converts to ongoing platform subscription.
Data flows from portfolio company source systems through the Veran Software platform into your existing monitoring tools or our full reporting layer.
We connect directly to your portfolio company’s source systems, not via templates or email. Unlike iLevel or Cobalt, we pull from the actual ERP, CRM, and billing platform. Your portfolio company’s team does nothing.
Data is mapped to the Veran Ontology, a standardized business model used across every client. Consistent KPI definitions your operating partners and portfolio company CFOs agree on.
Raw data becomes clean, validated business metrics: revenue, EBITDA, pipeline, headcount. Every number reconciled against the general ledger before it reaches your dashboard.
First quarterly report delivered. Fund-level dashboards live. Reverse ETL to iLevel, Cobalt, or Allvue if you keep your existing platform. Self-service portal active for all other portfolio companies.
Data quality is not an afterthought. It's the reason Private Equity funds choose us. Every metric validated, reconciled, and traceable to its source.
Every metric is reconciled against the general ledger. Revenue in the CRM matches revenue in accounting, automatically, not manually.
Every number traces back to the source system, transformation, and timestamp. When the board asks where a figure came from, you have the answer.
Numbers that deviate from historical patterns are flagged before they reach a report. No more discovering errors during a board meeting.
Starting at $10K/month
Scales with fund size and number of managed portfolio companies. Self-service portal for every portfolio company included.
Costs less than one data analyst. Replaces three.
Straight answers. No surprises.
Monitoring platforms like iLevel, Cobalt, and Allvue are designed to display and report on data. They do not collect it from source systems. Your portfolio companies still fill in templates manually, and your team still chases spreadsheets every quarter. Veran Software solves the upstream problem. We connect directly to portfolio company ERPs, CRMs, and billing systems, validate the data automatically, and push clean numbers into whatever platform you already use.
Nothing changes for them. We connect to the systems they already run. Their teams keep using Salesforce, NetSuite, QuickBooks, or whatever they have today. They do not install anything, learn a new tool, or change a process. We pull the data in the background.
Our data model maps every company to the same set of business entities: revenue, customers, costs, pipeline, headcount. The source system is different each time, but the output is standardized. Industry-specific modules add metrics for SaaS, retail, or manufacturing on top of the universal layer. Configuration is per company. The core model carries over.
Six weeks from kickoff to the first live dashboard. That covers connecting source systems, mapping data to our ontology, running validation checks, and delivering the initial reporting package. Subsequent portfolio companies are faster because the foundation is already in place.
You do. Every client gets a dedicated, isolated Snowflake database. There is no shared storage, no shared compute, and no cross-client access. If the engagement ends, your data exports with you. We do not retain client data after contract termination.
That is what the discovery call is for. We will ask about your systems, data maturity, and reporting goals. If we are not the right solution, we will say so. No pitch, no pressure.
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.
