PE operating partners need pricing analytics, consolidated margins, and working capital data across every portfolio company, pulled from every ERP, without replacing any of them. Marquis IQ delivers it in weeks, not quarters.
| Entity | Revenue | Gross Margin | Price Compl. |
|---|---|---|---|
| Acme Manufacturing | $12.4M | 38.2% | 91% |
| Pacific Distribution | $8.7M | 24.1% | 74% |
| Tier One Fabrication | $5.2M | 31.8% | 88% |
| Portfolio Total | $26.3M | 33.1% | 85% |
The data is there. It's been accumulating in ERP systems for years. The problem is that no one has built the layer that surfaces it in a form that finance leadership and PE operating partners can actually use.
You close on a manufacturer running Epicor at Plant A, Dynamics at Plant B, and a legacy system at the distribution center. Every monthly reporting cycle becomes a manual reconciliation project. Finance spends the week before the board meeting in spreadsheets, not analysis.
ERP-native reporting shows what happened, invoices, purchase orders, receipts. It doesn't show gross margin trending by product line, price realization by customer, or whether a pricing initiative is actually holding at the invoice level. Getting to those answers requires building something the ERP doesn't provide out of the box.
A 4% price increase that only realizes 40% of the increase is a 1.6% improvement, not a 4% improvement. If your portfolio company can't show you invoice-level price compliance data by customer and product line, your pricing strategy is running on faith, not data.
Marquis IQ connects to every portfolio company's ERP and surfaces the four analytics dimensions PE operating partners need most.
One view of gross margin across every portfolio company, by entity, by product line, by customer segment. Without touching a single ERP or waiting for the finance team to reconcile exports.
Know whether pricing changes are actually hitting the invoice, by customer, by rep, by product family. Identify where volume discounts have drifted beyond approved thresholds and where margin is being left on the table.
Working capital reduction is one of the fastest value-creation levers in PE. Marquis IQ shows where cash is tied up, which SKUs have 300+ days of supply, which customers are 90+ days past due, and how the trend is moving post-acquisition.
Marquis IQ connects to 30+ ERP systems through certified, maintained connectors. Add a new portfolio company after an acquisition and be live in 1–3 weeks. No ERP migration required. No data lake to build. No custom integration project.
PE firms run on Excel. Board decks, waterfall analysis, operational scorecards, investment KPI trackers. Marquis IQ doesn't replace those models. It feeds them automatically from live ERP data, so every model refresh starts from clean, consistent numbers rather than a manual data pull from three different systems.
Most PE portfolios run on multiple ERPs with independently evolved cost structures, customer naming conventions, and product taxonomies. The result is that "gross margin" at Acme Manufacturing means something slightly different than it does at Pacific Distribution. Both numbers are internally defensible. Neither is directly comparable without a manual reconciliation step that no one documents the same way twice.
The board presentation is where this surfaces. The roll-up looks consistent, but required two finance people and three days to produce. Allocation decisions that follow are built on numbers that weren't calculated on the same foundation, which is a different problem than having no data at all.
Marquis creates a single data layer above the individual ERPs: unified customer master, item master, and supplier master. Gross margin means the same thing everywhere. Working capital is calculated the same way at every entity. The operating partner sees one set of numbers, not several reconciled approximations that diverge the moment anyone updates their model.
Most analytics platforms take 6–18 months to deploy. That timeline doesn't work for PE. You need visibility within weeks of close, not after the first annual review.
Marquis IQ is pre-built for manufacturing ERP environments. The connectors exist. The data model exists. The IQ Modules are ready. What remains is configuration to your product taxonomy and cost structure for each entity, which takes 1–3 weeks per portfolio company, not months.
By the time you're presenting to the board at Day 100, the data is already there.
Read the 100-Day PlaybookOur partnership with Marquis Data has provided ACPI with a platform that will support all of our acquisitions, has allowed us to capture real-time changes in product costs, and has dramatically reduced the hours needed to generate our analysis.
Gross margin by product line, price realization, working capital, customer margin ranking, and a single version of the numbers. The five questions, and what ERP data actually answers them.
Read PE & M&AThree plants, three ERPs, no common data layer, and a board expecting operational visibility inside 100 days. How to get there without touching a single ERP.
Read Pricing & MarginMargin erosion is rarely one thing. It is material cost creeping up, burden rising as volumes dip, and a volume slope quietly discounting your best accounts. Here is how to see all of it at once.
ReadWe'll show you what Marquis IQ looks like running against one of your portfolio companies, pricing, margin, working capital, and ERP consolidation, in 30 minutes, with your numbers.