How is iDBQuery used by private equity firms?
PE firms use iDBQuery to ask plain-language questions across portfolio-company financials, fund accounting and deal data, getting cited answers in seconds without SQL. It builds one live model across sources and can run in your VPC or air-gapped, so confidential deal and portfolio data stays inside your firm.
Private equity teams juggle portfolio-company reporting packs, fund models, deal pipelines and value-creation KPIs across dozens of formats. iDBQuery unifies them into one live queryable model and answers questions in plain language with cited figures, so a deal partner or portfolio-ops lead doesn't wait on an analyst.
Examples:
- What is blended EBITDA growth across the portfolio, and which assets are behind plan?
- Show net leverage and covenant headroom by portfolio company this quarter.
- Which companies have working-capital drag versus the value-creation plan?
- What is our gross and net IRR by fund and by sector?
- Compare monthly management-account KPIs across three portfolio companies at once.
iDBQuery joins portfolio reporting spreadsheets, fund-accounting exports and deal-tracker databases without ETL, and cites each number back to the source cell so it survives investment-committee scrutiny. The Analyst agent can run a multi-step diligence-style investigation on its own.
Given how sensitive deal and LP data is, deployment leads: run in your own VPC or fully air-gapped, use the Desktop app or Embedded SDK to keep data local, and rely on query-in-place, RBAC and encryption. iDBQuery claims no compliance certification; the value is architectural, keeping confidential portfolio and fund data within your firm while the team gets fast, verifiable answers.
Updated 2026-06-22