Case Study: Origin Investments Cuts Reporting Time from 4 Hours to 20 Minutes with Datarails

Origin Investments’ Reporting Revamp From 4 Hours to 20 Minutes

Origin Investments, a Chicago-based private equity real estate firm, was managing reporting across multiple funds and entities in Excel. The team faced manual linking, version control issues, broken formulas, and time-consuming month-end reporting that made financial analysis slow and error-prone.

With DataRails, Origin Investments connected its data sources, automated variance analysis, standardized reporting templates, and kept everything in Excel through a single source of truth. DataRails reduced report preparation from three to four hours to just 20 minutes, improved accuracy and consistency, and gave the team more time to analyze results and create leadership-ready dashboards and presentations.

Origin Investments

Grace Li

Manager of Corporate Accounting