New: The State of Aesthetics, Q3 2026 Industry Benchmark Report is out. Read the report

One source of truth from diligence to exit

CorralData installs in days, puts live dashboards in the hands of operators, and rolls every metric up for your operating partner team. HIPAA-compliant AI agents work across your portfolio around the clock, without an analyst at every location.

Why Investors and Operators Come to Us

You can't compound what you can't compare.

Every portfolio company runs its own systems and keeps its own version of the numbers. That's manageable with three. It stops working at thirty.

Data fragmented across companies

Finance, ERP, CRM, marketing and operations data sit in different systems at every portfolio company, so nothing lines up.

Diligence runs on seller-supplied exports

Revenue, service mix and provider concentration arrive as spreadsheets, weeks into the process, and nobody can check them against the source.

Every acquisition is a new integration

A different EMR at each practice, and a mapping project every time before any of the numbers line up.

Reporting built by hand

Manual, inconsistent month-end packages, so operating partners are always reading last month.

The thesis goes untracked after close

Revenue against prior year, provider retention and service mix get checked in a deck, if they get checked at all.

Definitions drift from LP reporting

Operators build their own reports, and their numbers slowly stop matching the ones the fund reports to LPs.

All Your Portfolio Metrics in One Place

Analytics and intelligence instantly, customized precisely.

From revenue and EBITDA performance to customer retention and operational efficiency, CorralData's AI agents unify and monitor the metrics that matter most for investors and operators. Choose from hundreds of out-of-the-box metrics or build your own.

Exec Summary sample-platform Sample data

Revenue vs. Budget

$48.2M

▲ 3.4% vs. budget

Same-Store Sales Growth

7.2%

▲ vs. prior year

EBITDA Margin

18.1%

▲ 1.1 pts vs. prior

Contribution Margin

31.4%

▲ 0.8 pts vs. prior

Customer Lifetime Value

$3,240

▲ 4.6% vs. prior year

LTV:CAC

4.1x

▲ 0.3x vs. prior

Return on Ad Spend

5.2x

▲ 0.4x vs. prior

Working Capital % of Revenue

9.4%

▼ 0.6 pts vs. prior

Top Performer: Same-Store Growth

Northgate Aesthetics

+11.4% year over year, highest EBITDA margin in the portfolio

Needs Attention: EBITDA Margin

Summit Plastic Surgery

11.2% margin, lowest in the portfolio

EBITDA Margin by Practice

Northgate Aesthetics
24.1%
Luma Skin Studio
21.3%
Coastline MedSpa
19.8%
Harbor Dermatology
17.2%
Aurora Wellness
14.9%
Summit Plastic Surgery
11.2%

Revenue by Service Line

Injectables: 34.0%Surgical: 22.0%Lasers & devices: 18.5%Skin & facials: 14.0%Wellness: 11.5%

Capacity Utilization

76.6%

▲ 2.1 pts vs. prior

Wages to Revenue

32.1%

▼ 1.4 pts vs. prior

Rebooking Rate (30 day)

72.3%

▲ 0.9 pts vs. prior

Churn Rate

4.0%

▼ 0.3 pts vs. prior

Capacity Utilization by Practice

Northgate Aesthetics
86.2%
Luma Skin Studio
82.4%
Coastline MedSpa
79.8%
Harbor Dermatology
76.1%
Aurora Wellness
70.3%
Summit Plastic Surgery
64.9%
Operations Scorecard by Practice
PracticeUtilizationWages / RevenueRebookingChurn
Northgate Aesthetics86.2%28.4%75.9%2.8%
Luma Skin Studio82.4%29.8%74.2%3.1%
Coastline MedSpa79.8%30.9%73.1%3.6%
Harbor Dermatology76.1%32.6%71.8%4.0%
Aurora Wellness70.3%34.1%70.2%4.7%
Summit Plastic Surgery64.9%36.7%68.4%5.5%

Practices Acquired

4

12 months to date

Revenue vs. Prior Year

+9.3%

▲ since close

Service Mapping Coverage

99.2%

of revenue mapped to group codes

Unmapped Revenue

$12.4K

▼ flagged for review

Revenue vs. Prior Year, Since Close

Willow Creek Aesthetics
+12.8%
Redwood Med Spa
+9.6%
Bayside Skin & Laser
+7.1%
Maple Row Wellness
+4.4%
Acquisition Tracker
PracticeClosedRevenue vs. PYProvider RetentionUnmapped Revenue
Willow Creek AestheticsMar 2026+12.8%94%$3.1K
Redwood Med SpaApr 2026+9.6%91%$5.4K
Bayside Skin & LaserJun 2026+7.1%88%$2.2K
Maple Row WellnessAug 2026+4.4%100%$1.7K
K

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AskCorral

Use Cases

What deal and operating teams act on

From the first look at a target to the exit process, here are the specific things CorralData does for private equity teams, including Roll-Up Reporting across the portfolio.

Pre-Close Diligence

Connect a target before close and check revenue, service mix and provider concentration against the source system. Only aggregated reporting is shared, never patient data.

Acquisition Integration

Map each acquired practice's services to the group's standard codes in minutes, not weeks. Clear matches map automatically and judgment calls go to a person.

Portfolio Benchmarking

Compare revenue, margin and utilization by practice, business unit or region to spot underperformers early and replicate what your best companies do.

EBITDA & Margin Monitoring

AI agents flag the bottlenecks that hit EBITDA, like staffing and utilization gaps, before they turn into a bigger problem.

Value Creation Tracking

Follow each acquisition against the thesis: revenue vs. prior year, provider retention, service mix and budget vs. actual, tracked as the data comes in.

Portfolio Roll-Up & LP Reporting

A live, investor-ready roll-up on certified metric definitions, so what operators see matches what the fund reports.

How It Works

From connected data to a specific next step

Your team and AskCorral work the same loop on every number on this page.

1

Connect

Instantly sync every practice as it is with 600+ pre-built connectors. No coding or engineering resources required.

2

Detect

CorralData unifies finance, CRM, marketing and practice data, then flags what matters: a margin slipping at one practice, utilization falling off.

3

Recommend

AskCorral turns the signal into a specific next step, written in plain English so anyone on the team can act on it.

4

Act

Operators act on the recommendation. CorralData tracks whether it worked, so next quarter's numbers reflect what you did.

Integrations

Connect data from 600+ sources, including:

EMR & Practice Management

  • Zenoti
  • ModMed
  • Nextech

Acquired practices rarely run the same system. Tell us what yours use and we'll build the integration.

ERP & Financial Systems

  • NetSuite
  • Sage Intacct
  • QuickBooks
  • Oracle Fusion
  • Workday
  • Planful

CRM, Marketing & Ads

  • Salesforce
  • HubSpot
  • Affinity
  • Google Ads
  • Meta Ads
  • LinkedIn Ads

Data Warehouses

Already in Snowflake, BigQuery, or Redshift?

We can also sit on top of your warehouse with zero re-ingestion. Your data stays where it lives. You get the full AskCorral AI, MCP, modeling, and BI layer.

See 600+ integrations
Security & Data

Enterprise-grade security, built in from day one.

Dedicated Instance

Every customer gets an isolated data warehouse. Your data never sits alongside anyone else's.

Row-Level Security

Operating partners see the full roll-up. Practice leads see only their own numbers.

Data Governance

Certified metric definitions live in one data dictionary. Practice leads can build their own reports without touching the definitions corporate relies on for LP reporting.

Encrypted, Always

Data is encrypted in transit and at rest, no exceptions.

BAA Available

A signed BAA is available on request. In diligence, only aggregated reporting reaches the acquirer, never patient data.

Zero AI Data Retention

Your data is never stored or retained by any LLM, and never used to train third-party models.

CorralData has been an essential partner in hyperscaling our PortCos. The platform gives us consolidated, real-time reporting that allows us to effortlessly track, analyze, and improve outcomes.

Kieren Dwyer Managing Director, Leon Capital Group

Advanced Medaesthetic Partners

See how profitability and patient care scaled together

Read case study

FAQs

Yes. It installs across portfolio companies in days, puts live dashboards directly in operators' hands, and rolls every metric up for the deal or operating partner team, without adding analyst headcount at each company.

Yes. It benchmarks revenue, margin, and utilization by business unit, portfolio company, or region, so you can compare performance side by side and replicate what's working at your best-performing companies across the rest of the portfolio.

Yes. AI agents monitor EBITDA margin and contribution margin by portfolio company and flag margin-impacting bottlenecks, such as staffing or utilization inefficiencies, before they become a bigger problem.

Yes. Operating partners see the full portfolio roll-up while portfolio company leads see their own numbers, and portco leads can build their own reports without touching the certified metric definitions corporate relies on for LP reporting.

It connects finance, ERP, CRM, marketing, and operations data from 600+ sources into one investor-ready view, standardizing reporting across companies running different systems.

Yes. You can ask AskCorral which KPIs most directly correlate with improved valuation at exit, along with working capital trends and pipeline conversion.

Yes. Rollup customers connect CorralData to a target during diligence to review revenue, service mix and provider concentration from the source system. We sign an agreement that no patient data goes to the acquirer. Only aggregated reporting is shared.

No. CorralData connects to each practice's current system, with its history, so there is no forced migration on day one. The data rolls up while the practice keeps running the way it does today.

Your data stays yours, in a dedicated warehouse on AWS, and it can be moved to Snowflake or Azure. Metric definitions are documented in a data dictionary your team can review.

Experience the power of actionable intelligence

Make your data work for you. Book a demo today to see CorralData in action.

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