CASE STUDY

Helping Organizations Build Trusted Data Foundations for Reporting and Analytics

Project Overview

Through Distillery’s partnership with LevelUp Finance, our team supports multiple client engagements focused on transforming raw business data into trusted reporting assets. Across these engagements, Distillery provides data modeling expertise that helps convert complex, fragmented datasets into reliable foundations for reporting and business intelligence.

Whether supporting investment reporting for a private equity firm or building the business logic behind recurring revenue analysis for a financial operations platform, the goal remains the same: creating trusted data foundations that enable better business decisions.

Project Overview

Through Distillery’s partnership with LevelUp Finance, our team supports multiple client engagements focused on transforming raw business data into trusted reporting assets. Across these engagements, Distillery provides data modeling expertise that helps convert complex, fragmented datasets into reliable foundations for reporting and business intelligence.

Whether supporting investment reporting for a private equity firm or building the business logic behind recurring revenue analysis for a financial operations platform, the goal remains the same: creating trusted data foundations that enable better business decisions.

Business Needs and Solutions

PRIVATE EQUITY CLIENT

Business Need

A private equity firm needed greater visibility into investment activity, capital allocation, portfolio performance, and year-over-year trends. Data was spread across multiple CRM systems, making it difficult to produce consistent, reliable reporting.

Solution

Working alongside LevelUp Finance, Distillery helped consolidate CRM data into Snowflake before modeling it into analytics-ready datasets. These structured data models became the foundation for Power BI reporting, giving stakeholders a more consistent view of investment performance and operational metrics.

Business Need

A private equity firm needed greater visibility into investment activity, capital allocation, portfolio performance, and year-over-year trends. Data was spread across multiple CRM systems, making it difficult to produce consistent, reliable reporting.

Solution

Working alongside LevelUp Finance, Distillery helped consolidate CRM data into Snowflake before modeling it into analytics-ready datasets. These structured data models became the foundation for Power BI reporting, giving stakeholders a more consistent view of investment performance and operational metrics.

FINANCIAL OPERATIONS PLATFORM

Business Need

A financial operations platform needed a more accurate way to track Annual Recurring Revenue (ARR). The challenge extended beyond calculating revenue. It required distinguishing between recurring and non-recurring revenue movements while accurately classifying changes such as upsells, price adjustments, expansions, and contractions.

Solution

Using the client’s existing ClickHouse data warehouse, Distillery developed the business logic and reporting-ready data models needed to support accurate ARR analysis. By establishing a clean, structured data foundation first, the team enabled future reporting that reflects the client’s unique revenue classifications.

PARTNERING BEYOND DELIVERY

Distillery’s role extended beyond technical execution. During one client engagement, an unexpected project transition introduced administrative and platform access challenges that had the potential to slow delivery.

Working closely with LevelUp Finance and the client, the team maintained open communication, helped address blockers, and kept stakeholders informed throughout the transition. By remaining actively engaged beyond day-to-day development work, Distillery helped maintain project momentum, reinforce client confidence, and ensure the engagement continued moving forward.

Distillery’s role extended beyond technical execuation. During one client engagement, an unexpected project transition introduced administrative and platform access challenges that had the potential to slow delivery.

Working closely with LevelUp Finance and the client, the team maintained open communication, helped address blockers, and kept stakeholders informed throughout the transition. By remaining actively engaged beyond day-to-day development work, Distillery helped maintain project momentum, reinforce client confidence, and ensure the engagement continued moving forward.

Outcomes Achieved

  • Across multiple LevelUp Finance engagements, Distillery has helped transform fragmented business data into reliable, analytics-ready models that support reporting and decision-making. By combining technical expertise in data modeling with a collaborative, client-focused approach, the team has delivered scalable reporting foundations tailored to each client’s unique business needs.

    • Technologies

    Client

     

    LevelUp Finance is a data-first finance consulting firm that helps finance teams build governed data warehouses, automate financial reporting, and create business intelligence solutions within their existing data infrastructure. By combining finance expertise with data engineering and analytics, LevelUp Finance enables organizations to replace manual reporting processes with scalable, trusted data foundations that support strategic decision-making.

    Return to Case Studies main page