From Excel Spreadsheets to
Institutional-Grade Infrastructure
Transform multi-billion-dollar loan and fund data into real-time, audit-ready analytics. Replace error-prone spreadsheets with scalable, SQL-backed workflows.
Institutional-Grade Solutions
Specialized infrastructure for banks, funds, and lenders.
Loan-Level Data Pipelines
Pipelines for base rates, spreads, fees, and payment terms with governance, normalization, and canonical keys.
Fund & Portfolio Engines
Consolidated fund analysis, cash-flow projections, and CLO/fund-level waterfall models.
Excel-to-SQL Modernization
Migrate legacy macros into robust SQL backends with synonyms, reference schemas, and governance frameworks.
How We Work
A proven 3-step process to modernize your financial data infrastructure.
Assess & Architect
Deep dive into your existing workflows, data schema, and business logic; design a target state aligned with institutional reporting standards.
Build & Migrate
Implement robust SQL schemas and ETL pipelines. Migrate legacy Excel/VBA flows into scalable systems with strict data governance.
Operate & Optimize
Ongoing monitoring, performance tuning, and continuous enhancement to ensure reliability, scalability, and real-time insights.
Reporting Latency Reduced
Portfolio Assets Supported
Audit-Ready History
Ready to modernize your infrastructure?
Stop relying on fragile spreadsheets. Build a scalable financial data backbone.
Schedule Your Consultation