Case Study: CD&R achieves scalable, self-serve reporting with Addepar

CD&R - Customer Case Study

CD&R, a private equity firm with offices in New York and London, needed a flexible, scalable way to manage growing data and reporting demands across its $70+ billion in assets under management. It chose Addepar as a key data management and reporting platform because of its capabilities and a prior positive experience with the product.

Addepar gave CD&R a centralized “source of truth” and advanced data warehouse for analytics and reporting, replacing manual Excel-based workflows with self-serve dashboards and customized reports. The result was a faster, more accurate reporting process: ad hoc requests that once took hours of data compilation can now be answered in minutes, and more than 500 users can access the data they need directly through Addepar.

CD&R

Jillian Griffiths

Chief Financial Officer