How this company lost $2.8M due to three mismatched numbers

Описание: Greg Hood spent 20 years inside Canadian and US fintechs and financial institutions before founding Sky Site Analytics, a Toronto-based consultancy that works with PE firms, sell-side M&A advisors, and portfolio companies to clean up finance and data infrastructure before liquidity events.

In this episode, we get into the specific moment when three different revenue numbers showed up in one data room, what a 10% dirty data discount costs on a $40M deal, and why the finance and data departments always get fixed last right up until the exit falls apart. We also get into where AI is genuinely changing financial analysis, where it goes wrong, and why data still carries a $0 balance sheet value despite the fact that losing it costs companies millions.

No theory. Hard-won lessons from someone who has sat in data rooms under pressure, defending numbers that needed defending.

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⏱ CHAPTERS

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0:00 - Dirty data discount cost explained

2:53 - Greg Hood's career origin story

6:11 - Why Greg chose PE mid-market

9:12 - Finance gaps PE still misses

16:09 - Mid-market data stack reality

22:22 - $2.8M lost to bad reporting

33:56 - AI in high-stakes finance decisions

45:25 - Patterns repeating across PE portfolios

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🏢 COMPANIES MENTIONED

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Sky Site Analytics - Greg Hood's Toronto-based data consultancy

Q Trade - Online brokerage where Greg's team won Most Innovative Finance Department

Kunai - Fintech firm in Greg's career

Paramount Commerce - Fintech company in Greg's career

Campfire - AI-first ERP automating journal entry processes

NetSuite - ERP platform referenced in mid-market transitions

QuickBooks - Accounting software common across mid-market portcos

Snowflake / Databricks - Data platforms referenced in PE tech deployment discussions

AWS / Azure - Cloud infrastructure for finance data warehouses

Palantir - Referenced as an extreme tool selection example

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🔗 LINKS & RESOURCES

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Sky Site Analytics: http://www.skyanalytics.ca

Greg Hood on LinkedIn:   / greghood  

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🎙 ABOUT THE GUEST

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Greg Hood, CPA, CMA

Greg Hood is a CPA and CMA with over 20 years as a finance executive across Canadian and US fintechs and financial services. He held roles at Kunai, Paramount Commerce, and Q Trade, where his team won Most Innovative Finance Department for building a finance data warehouse that cut a two-and-a-half-day reporting process to under two hours. He is one of the first CPAs to hold the Chief Data Officer title.

He founded Sky Site Analytics to help PE firms and high-growth companies build defensible, investor-grade data infrastructure ahead of exits. His Scale Path methodology has supported three successful PE exits. He is also an active voice on the case for recognizing data as an intangible asset on corporate balance sheets.

Website: http://www.skyanalytics.ca

LinkedIn: Greg Hood, CPA, CMA