Chronograph and Blue Margin announce strategic partnership to help private equity investors maximize the value of their investment data

Partnership between the two companies brings together industry leaders and will help clients uncover and drive value creation opportunities in the private markets

NEW YORK, June 7, 2023: Chronograph, provider of the world’s leading portfolio monitoring solutions for private equity, today announced a strategic partnership with Blue Margin, BI advisors for private equity and the midmarket. 

The partnership will enable clients to unlock powerful, data-driven insights and yield high-impact data visualizations by blending Chronograph data with Blue Margin’s expertise. 

Chronograph’s cloud-based software suite — built for private equity limited partners and general partners — automates portfolio company data collection, valuations, analytics, and reporting for investors. With Blue Margin, clients can leverage additional critical financial and operating data and extract key intelligence to drive investment decisions to further increase the impact of their reporting. 

The partnership emphasizes the shared view that data is the leading private equity competitive advantage.

“Chronograph’s technology for automating data ingestion and reporting for portfolio monitoring is a game changer,” said Jon Thompson, Blue Margin Founder and Chief Strategy Officer. “With exponential increases in data production, it is more critical than ever to unlock actionable insights from this data. We see a unique opportunity to deliver additional value by blending additional data access and insights through our partnership with Chronograph.” 

“As private markets continue to expand, data needs will only grow more complex. Together, Chronograph and Blue Margin will enhance the way private equity firms interact with and optimize their data,” remarked Charlie Tafoya, Co-Founder and Chief Executive Officer, Chronograph. “By bringing together our firms’ unique expertise, we help private market participants drive impact.” 

Blue Margin is the latest addition to Chronograph’s increasing roster of partners, which includes Lionpoint, PwC, eVestment, LemonEdge, and more. 

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About Chronograph

Chronograph was founded in 2016 to bring differentiated technology solutions to the private capital market. The firm’s products help institutional limited partners and general partners – including many of the world’s largest private equity and venture capital investors – streamline and automate portfolio monitoring, valuations, analytics, and reporting. The firm is backed by Summit Partners, The Carlyle Group and Nasdaq, Inc.

About Blue Margin

Founded in 2014, Blue Margin increases enterprise value for private equity-backed, mid-market companies by building and managing their data and analytics platforms. Their strategy, proven with over 250 companies to date, expands multiples through data transformation, as presented in their book, The Dashboard Effect. For further information please visit https://www.bluemargin.com.

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