Financial Data / SaaS PEInsight (Data SaaS, USA) United States 8 months

B2B Analytics SaaS Platform for US Private Equity Data Company

PEInsight provided private equity fund performance data via Excel reports emailed to clients monthly.

8% (from 22%)

Annual churn rate

$4.2M (from $1.8M)

ARR within 12 months

1 person (from 3)

Analysis headcount

< 300ms

Query response time (1M+ rows)

Real-time (from monthly)

Client data freshness

Platform NPS

The Challenge

PEInsight provided private equity fund performance data via Excel reports emailed to clients monthly. 50 clients, $1.8M ARR, 3 full-time analysts producing reports. Churn rate: 22% annually (clients moving to Bloomberg terminals). No self-service, no benchmarking, no alerting. The founders knew they needed a SaaS platform but had been quoted $850,000 by a NYC agency.

Our Solution

Canny built a full SaaS platform with real-time fund performance dashboards, peer benchmarking, custom watchlists, portfolio attribution analysis, automated data ingestion from 12 data sources, and a white-label client portal. Platform launched at $2,500/seat/year — replacing Excel reports at $1,000/seat/year.

Technical Architecture

Next.js frontend with server-side rendering for data-heavy pages

Python FastAPI backend for data processing, Node.js for API gateway

PostgreSQL for client/subscription data, ClickHouse for analytics queries

dbt + Airflow ETL pipeline for 12 data source ingestion

Stripe for subscription billing and usage metering

Auth0 for enterprise SSO (SAML) and multi-tenant access control

Technologies Used

Next.jsPythonFastAPINode.jsPostgreSQLClickHousedbtAirflowStripeAuth0AWS

Project Timeline

Data Architecture and ETL

6 weeks

Source data mapping: 12 data feeds (Bloomberg, Preqin, PitchBook partials, LP portals)
ClickHouse schema design for fund performance analytics
dbt transformation models for fund-level metrics
Airflow DAG for daily data ingestion and quality checks
Historical data migration (5 years of Excel-sourced data)

Core Analytics Platform

10 weeks

Fund performance dashboard (IRR, DPI, TVPI, PME)
Benchmarking against peer universe (quartile charts)
Portfolio company-level attribution analysis
Custom watchlist and alerts (performance threshold triggers)
Data export (Excel, CSV, API) for LP reporting workflows

SaaS Infrastructure

8 weeks

Multi-tenant data isolation (row-level security, ClickHouse partitioning)
Stripe subscription billing (per-seat, per-fund tiers)
Auth0 enterprise SSO for Fortune 500 LP clients
White-label client portal (custom domain, logo)
Admin panel for PEInsight team: client management, usage analytics

Security, Compliance, and Launch

4 weeks

SOC 2 Type I readiness review
Penetration test by third-party firm
FINRA data handling review with external legal counsel
Customer migration from Excel reports to platform
Launch with existing 50 clients + 15 new sales pipeline

“We were quoted $850K by a New York agency. Canny built the same platform for $190K — and it's better. The ClickHouse analytics layer processes fund data queries in under 300ms that used to take our analyst 2 hours to prepare in Excel. We tripled ARR in a year.”

— Michael Chen, CEO — PEInsight

Long-Term Impact & ROI

PEInsight transitioned from a data services business to a SaaS business: ARR increased from $1.8M to $4.2M, headcount reduced (3 analysts to 1), annual churn dropped from 22% to 8%, and the company received a term sheet for Series A at 8x revenue multiple — a valuation only achievable as a SaaS business, not a data services business.

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