Investor-grade reporting, built to the standard banks are audited to.
Upside Analytics builds P&L, risk, portfolio and regulatory reporting for hedge funds, private equity firms and their portfolio companies — on Microsoft Fabric, Power BI and Power Apps, inside your own tenant, delivered by analysts named in the contract.
- Power BI
- Microsoft Fabric
- Power Apps and Dataverse
- Databricks
- BCBS 239
- SR 11-7
- Row-level security
- New York and Almaty
Three kinds of client. One delivery standard.
The reporting is different for each; the governance, the named people and the Microsoft stack are the same.
One P&L your PMs, controllers and risk all sign.
Unified P&L across OMS, risk and finance systems, position and exposure reporting, reconciliations and limit monitoring, secured by desk.
For hedge fundsPortfolio reporting that investors and buyers believe.
Fund-level monitoring, portfolio-company operating dashboards and exit-ready analytics, built by people who have sat on the deal team.
For private equityA white-label Fabric and Power BI bench you can put in front of a bank.
Named senior analysts, enterprise governance, timelines that hold. You own the client; we deliver under your name.
For partnersFinance first. Governed by default. Named people. Your tenant.
Finance first
We read the P&L before the schema. Our analysts come from market risk, liquidity, treasury and product control, not a generic BI practice.
Governed by default
Row- and object-level security, documented measures, version history and a walk-through from any number back to source.
Named people
The analyst on your account is written into the contract and stays. Continuity is the product; hours are the unit.
Your Microsoft tenant
Fabric, Power BI and Power Apps inside your perimeter. No new vendor, no data leaving, and Copilot arrives free once definitions are governed.
Work we can describe, even where we cannot name the client.
Model risk inventory moved off Archer onto Power Platform
Inventory, findings and validation workflow rebuilt as a governed Power Apps system inside the bank's tenant, with Power BI on the same model.
Read the caseA unified daily P&L across trading, risk and finance systems
Semantic model reconciling desk P&L to the controllers' view, with validation dashboards and desk-level security, reviewed by senior product control.
Read the caseLine of sight from risk appetite to the control that has to change
Key risk indicator inventory, definitions with version history, appetite calculation and committee reporting as one system of record.
Read the caseOperating dashboards for a PE-backed consumer manufacturer
Sales, margin and working-capital reporting the sponsor's deal team and the management team read from the same numbers.
Read the caseI spent seven years on the operating side of a private equity firm, building the reporting its portfolio companies ran on. Everything we do here is the version of that work I wish we had been able to buy.
Where a logo cannot be shown, the case study describes the institution by type and the work by outcome. We would rather be vague about the name than about the numbers.
Notes from the work.
Things people ask before the first call.
Do you work outside the Microsoft stack?
Who actually does the work?
Can you name your clients?
Is Upside Analytics the publisher-analytics company?
How do engagements start?
Start with a 30-minute conversation with the founder.
Bring the report nobody trusts. We will tell you what it would take to fix, and whether we are the right firm to do it.