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Data Warehouse Design & Implementation

When every team pulls numbers from a different spreadsheet, no report can be fully trusted. We design and build the data infrastructure that consolidates your firm's data into one reliable source of truth — so every downstream dashboard, report, and analysis is working from the same numbers.

One source of truth, built to scale

We design data architecture, build the ETL/ELT pipelines that move and transform data, implement data quality and governance, and set up the cloud infrastructure underneath. The result is a warehouse that ingests your fund-accounting, portfolio, market, and operational data and exposes it in a clean, consistent, query-ready form.

This is especially acute for PE roll-ups and multi-strategy firms, where each acquisition or strategy adds another disconnected system. We've written publicly about why those data challenges are multiplicative, not additive — and we build the warehouse layer that absorbs that complexity instead of passing it downstream.

Governance and quality, not just plumbing

A warehouse is only as trustworthy as its data quality. We bake in validation, reconciliation, lineage, and governance from the start, so the numbers in your dashboards reconcile to source and you can prove where they came from. We work in your cloud of choice and hand over infrastructure your team can own and operate.

Who it's for

  • Firms whose data is scattered across spreadsheets and disconnected systems
  • PE roll-ups consolidating data across acquired platforms
  • Teams whose reports don't reconcile because the data underneath doesn't

What's included

Data Architecture Design
ETL / ELT Pipeline Development
Data Quality & Governance
Cloud Infrastructure Setup

What you get

A single, reconciled source of truth across the firm
Downstream reports and dashboards that finally agree with each other
Pipelines and governance that scale with each new system or acquisition
Cloud infrastructure your team can own and operate
Service FAQ

Data Warehouse Design & Implementation — FAQ

Which data warehouse and cloud platforms do you work with?

We're platform-agnostic and design around your needs and existing stack — commonly Snowflake, BigQuery, or a warehouse on AWS, Azure, or GCP. We recommend based on your data volumes, budget, and team, not on a vendor relationship, and we hand over infrastructure you fully own.

We're a PE roll-up with many systems. Can you consolidate them?

Yes — that's one of the situations where a warehouse pays off most. Each acquired company adds another system and another definition of the same metric. We build the pipelines and governance that reconcile those sources into one consistent model, so reporting across the platform finally ties out.

How long does a data warehouse implementation take?

It depends on the number of source systems and the state of the data, but most firms see a working warehouse with their first priority datasets flowing in within a few weeks to a couple of months. We deliver incrementally so value arrives early rather than at the end of a long build.

Let's talk about your firm

Tell us what you're working on and we'll show you how data warehouse design & implementation fits in.

Schedule a Call