How One PE-Backed SaaS Firm Lifted NRR 8%

A PE-backed SaaS company was fighting churn and trying to get AI adopted across the business, but its operating data sat in more than ten disconnected systems of record, including Salesforce, NetSuite, Recurly, Pendo, and Jira. Nothing gave leadership one view, and preparing for the board and the monthly operating review consumed management time that should have gone to customers.

End-to-end data platform, pulling together 10+ systems of record including Salesforce, Netsuite, Recurly, Pendo, Jira, and their own product info. The system then unlocks the ability to complex analytics, multi-system automations and workflows, data science and ML models, even run agentic (human-less) task completion.

Synopsis began by building a unified 'golden domain': a single connected data layer pulling together the company's 10+ systems of record, including Salesforce, NetSuite, Recurly, Pendo, and Jira. The first working version stood up within a week. From there the focus shifted to iteration and adoption rather than further engineering. The team rolled the platform out top-down: onboarding executives first, including the operating partner and deal team, then the next layer of management, and finally every individual contributor. Each wave was used to refine the platform toward the way people actually worked. The hardest part was less technical than organizational. Driving change management and onboarding large teams in a short window is what made the tool the default way work got done rather than an optional dashboard. Within roughly a month the platform had crossed 100+ daily active users running their day from Synopsis, with cross-system analytics, automations, and agentic task completion layered on top of the unified data foundation.

Middle-market, PE-backed portfolio companies, in both glamorous and unglamorous sectors.