Data · Analytics · AI

A clearer picture
of your business.

We implement data, analytics, and AI solutions, and help your team use them to make better decisions, reduce manual work, and build more effective ways of working.

Practical implementationTeam education & adoptionOngoing partnership
Revenue & Cash dashboard
Action Queue dashboard
Executive Summary dashboard
20+Hours saved per month
35Businesses supported
50%Faster reporting
01 Services

What we do.

Analytics as a Service gives you the expertise and hands-on support to upgrade your analytics capabilities—whether you’re not ready for a full-time hire or your existing team is stretched. We connect your data, modernize reporting, and put AI to practical use.

Strategy & advisory

Decide what to measure, where AI is worth trying, and what to build first.

KPI strategyTechnology roadmapAd-hoc analysis

Data infrastructure

Connect the systems your business runs on so the numbers come from one place.

IntegrationsData modelingPipelines & warehousing

Reporting & dashboards

Executive and operational reporting that refreshes on its own and answers the questions leadership asks.

Executive reportingBoard packsAutomated refresh

AI & automation

Implement useful AI and automation, and help teams choose the right tools, evaluate their outputs, and know when another approach is better.

Use-case assessmentWorkflow automationAI education & adoption
02 Portfolio company support · For PE & VC firms

Strengthen and upskill your portfolio companies.

Practical data and AI support for your investment firm and portfolio companies, shaped around each team’s operating priorities.

  1. Standardize

    KPI standardization

    Agree on shared definitions where useful, while preserving the operating metrics that matter to each business.

  2. Assess

    AI readiness

    Review each company's data and workflows, and identify where AI can deliver measurable value.

  3. Optimize

    Reporting optimization

    Board, lender, and management reporting that refreshes on its own and is consistent across companies.

  4. Upskill

    AI education & adoption

    Help teams select and use AI tools, check their outputs, and recognize when human judgment or another approach is needed.

03 Recent work

Recent engagements.

Reporting examples across business performance, PE-backed home services, and professional services.

ClearPath · Executive Summary
Professional-services Executive Summary demo
ClearPath · Operating Performance
Operating Performance dashboard
ClearPath · Capacity & Utilization
Capacity & Utilization dashboard
Click to switch
04 How we work

The right support. On your terms.

From a focused month of consulting to a multi-year initiative, we shape the engagement around your priorities, technology, and budget. Start with the support you need today and expand as your needs evolve.

Step 01

Assess

We review your priorities, systems, and reporting to find the gaps that matter most.

  • Stakeholder interviews
  • Systems & data review
  • AI opportunity assessment
  • Prioritized plan

You leave with a clear plan you can act on.

Step 02

Build

We connect the data and build the reporting or AI workflows your team needs, in short visible cycles.

  • Agreed scope & milestones
  • Regular demos
  • Accuracy sign-off
  • Team training & handover

You leave with working systems and a team that can run them.

Step 03

Support

We stay involved to keep systems healthy and keep adding to them as priorities change.

  • Monitoring & maintenance
  • New reports & analysis
  • Roadmap reviews
  • Ongoing AI education & adoption

You leave with data capability without the overhead of a full team.

05 Contact

Let's get to work.

Tell us what you're trying to improve. We'll discuss your current setup, the questions you need answered, and whether ClearPath is the right partner.

Location
Los Angeles, CA