Our Services

From one-time cleanup to ongoing reporting, 365 Analysis helps Investor Relations and Private Equity teams deliver accurate, presentation-ready data without the overhead of a full-time hire.

Start Here: Data Health Check

A fast diagnostic that shows exactly what is hurting your reporting accuracy.

What you get in 3 business days

  • One-page Data Quality Scorecard with top issues and impact

  • 10-minute Loom walkthrough of findings

  • A recommended SOW and timeline

Pricing

  • Free 15-minute scoping call

  • Paid Health Check $400, credited toward Foundation once if proceed

Book your Health Check

Foundation (Data Cleansing)

Starting at $3,000, typical range $3,000 to $6,500. One-time project 

Deliverables in 10 business days

  • Deduped and standardized dataset

  • Field dictionary with consistent naming

  • Data quality scorecard that highlights errors and the fixes applied

  • 30-minute readout to walk through changes

  • Seamless handoff into dashboards or ongoing reporting if needed

Scope drivers
Row volume, number of files, systems to merge, validation rules, rush timelines.

Trust
Confidentiality guaranteed. NDA available.

Ongoing option
Optional ongoing hygiene retainer available. Ideal when your dataset updates monthly or you add new sources. See Strategy pricing

Kick off Foundation

Before❌

After✅

Insights (Data Visualization)

Starting at $5,000. Typical range $5,000 to $12,000. One-time project.

Deliverables in 15 business days

  • 2 to 3 investor-ready dashboards in Power BI

  • Portfolio, fund, and deal-level drill downs

  • Automated refresh connections to your data sources

  • 60-minute insights session with your team

  • Seamless handoff into ongoing reporting retainers if needed

Ongoing option
Optional reporting retainer available. Ideal when dashboards need monthly refresh, new metrics, or LP report packaging.

Start your dashboard build

Before❌

After✅

Strategy (Full Reporting Retainer)

$3,000 to $6,000 per month. Cancel or scale with 30 days notice.

Each cycle includes

  • Ongoing dataset cleansing and refreshes

  • Refinement of dashboards as priorities shift

  • Monthly or quarterly investor-ready reports packaged for LPs

  • Strategy call each cycle to align outputs with fundraising and management needs

When a retainer makes sense

  • Data refreshes monthly or faster

  • New portfolio companies or new CRM fields arrive often

  • Investor reporting requires a repeatable package

  • You want a named analyst who knows your schema

Trust
White-glove delivery. Encrypted and secure.

Lock in monthly reporting support

Before❌

After✅

Add-Ons

Investor Presentation Prep

Convert data into polished charts and tables for LP decks.

Fast turnaround for one-off reporting needs.

Act as your external coordinator for portfolio company submissions, handling validation and cleanup.

Format and validate data for smooth migration into CRMs.

Tools We Use

Excel & Power Query

to structure and validate data before analysis

Power BI

to deliver transparent, refreshable dashboards your team can maintain

PowerPoint / PDF

to turn outputs into LP-ready materials

SQL

For working with structured databases.

F.A.Q.

Frequently Asked Questions

Usually yes. Clean data reduces cost and rework. If your data is already clean we will start in Insights.

Fixed monthly scope for refresh, QA, and reporting. We review priorities each cycle and adjust outputs. You can cancel or scale with 30 days notice.

Health Check in 3 business days. Foundation in 10 business days for typical scope. Rush options are available.

Hiring an analyst can cost $90,000 or more per year once you factor in benefits and overhead. Our services deliver the same clarity for a fraction of that cost, with flexibility to scale support as needed.

Yes. Confidentiality is standard in every engagement, and NDAs are available upon request.

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