Your Operations Outgrew
Your Tooling. We Fix That.
GrayBeck modernizes the spreadsheets, databases, and workflows that complex organizations depend on — replacing fragile legacy infrastructure with scalable, auditable systems.
Trusted by teams at
What We Do
Loan-Level Data Pipelines
Ingest raw loan tapes — base rates, spreads, fees, payment terms — and build normalized, governed pipelines with canonical keys. Automatically.
Fund & Portfolio Engines
Consolidated fund analysis, cash-flow projections, and waterfall models — generated from your existing data, validated by domain experts.
Excel-to-SQL Modernization
Map your legacy Excel macros and VBA logic, then migrate them to robust SQL backends with full governance — in days, not months.
Enterprise Automation
Modernize operational tooling across any industry. We extract business logic from legacy spreadsheets and manual processes, then rebuild it in maintainable, scalable systems.
How We Work
Assess
We map your existing workflows, spreadsheets, and data sources — documenting the business logic, dependencies, and pain points that need to be addressed.
Build
We design and implement the target architecture: SQL schemas, automated pipelines, reporting engines, and modernized tooling — migrating your team off legacy systems with zero disruption.
Optimize
We monitor performance, tune queries, and continuously enhance your infrastructure — ensuring it scales with your business and stays audit-ready.
What Clients Say
“Jake understood our systems better than most of our internal team within the first two weeks. He didn’t just build what we asked for — he identified problems in our data architecture we didn’t know we had and fixed them before they became audit issues.”
Vice President, Technology — Institutional Lender
“What sets Jake apart is that he actually ships. We’ve worked with consultants who produce decks and recommendations. Jake produces working systems — tested, documented, and ready for production.”
Project Manager — Financial Services
“The fund-level reporting and waterfall models Jake built replaced a process that used to take our team days of manual reconciliation. The board now gets real-time analytics that they actually trust.”
Director, Fund Operations — Private Credit
Reporting Cycle
Portfolio Assets Supported
Audit-Ready History