Finance & Data Intelligence
Finance & Data Intelligence
Connecting underwriting, operational performance, and exit readiness through decision-grade analytics.
Finance & Data Intelligence for sponsors and operators
STOC Advisory's Finance & Data Intelligence (FDI) offering helps private equity-backed and founder-led companies build a single, reliable view of performance across the deal and portfolio lifecycle. We partner alongside sponsors, CFOs, and operating leaders to centralize financial and operating data, link KPIs to EBITDA, and support better decisions from sourcing through exit.
Our Approach
1. Centralize and standardize the data
Aggregate financial, operational, CRM, and site-level inputs into a consistent reporting structure so teams operate from one version of the truth.
2. Build driver-based insight
Develop KPI trees, unit economics, cohort views, and variance bridges that connect operating drivers to revenue, margin, cash flow, and valuation.
3. Enable ongoing decision-making
Embed dashboards, reporting cadences, and scenario models that support deal teams, portfolio leadership, boards, and lenders throughout the hold period.
Let's turn fragmented data into investment‑grade insight. Reach out to schedule a discovery session with our FDI team.
Core Deliverables
1. Deal Sourcing & Market Intelligence Analytics
Target market segmentation, sizing, and fragmentation analysis, proprietary scoring models for growth, margin, and strategic fit, and CRM enrichment to prioritize outreach toward the most attractive opportunities.
2. Diligence & Underwriting Analytics
Quality of Earnings normalization with underlying driver analysis, cohort-based revenue and margin analytics, unit economics and margin bridges, and forward-looking, driver-based financial models to pressure-test assumptions.
3. Operational KPI & Margin Visibility
Weekly and monthly dashboards aligned to revenue, labor, pricing, and churn, KPI trees that link site-level and functional performance to P&L outcomes, and forecast vs. actual variance diagnostics.
4. Platform & Roll-Up Performance Management
Standardized KPIs and chart of accounts across entities, post-close performance tracking versus underwriting, synergy capture and integration monitoring, and benchmarking across sites or business units.
5. Board, Lender & Stakeholder Reporting
Automated, drillable reporting packs with consistent metrics, covenant monitoring and liquidity forecasting, and data-backed narratives for investment committees, boards, and lenders.
6. Exit Readiness & Value Realization Analytics
Historical KPI continuity and defensible EBITDA bridges, performance attribution for operational improvements, buyer-ready dashboards demonstrating scalability and repeatability, and portfolio-wide data room analytics.
7. Sponsor-Level Portfolio Intelligence
Cross-portfolio benchmarking, playbook effectiveness tracking, and capital allocation analytics to inform where to invest, where to intervene, and how to replicate what is working.