The Dashboard Effect

Why Private Equity Needs Its Own Data Lakehouse | PE Analytics & AI Readiness


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In this episode, Blue Margin’s Kate Eberle and Greg explore why forward-thinking private equity firms are investing in firm-level data lakehouses and how it’s transforming deal flow, operations, investor relations, and beyond.

From reducing manual reporting to enabling AI-driven insights and natural language querying, they outline real-world use cases, challenges, and the best first steps to take.

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The Dashboard EffectBy Brick Thompson, Jon Thompson, Caleb Ochs, Landon Ochs

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