Multi-Store Portfolio Intelligence
A portfolio platform — ETL across multiple Shopify stores into a unified analytical layer, cross-store and cross-brand dashboards, shared signal extraction (which products cross-perform, which customer patterns repeat across brands), portfolio-level operating alerts.
- Engagement
- 10–16 week build · ongoing data ops
- Built for
- DTC holdco operators · PE portfolio teams · Multi-brand commercial leads
DTC brand holdcos and multi-store portfolios run each store on its own Shopify admin, with each store's data living in its own silo. The cross-store view — which brands are growing, which are stalling, where the shared signals live — is assembled manually if at all.
What this is
The flagship Shopify-native product. Three layers:
- Multi-store ETL. Per-store data pipeline (Shopify Plus org integration where available, per-store API otherwise) into a unified analytical layer.
- Cross-store analytics and benchmarking. Normalized per-brand metrics for comparison. Portfolio-average benchmarks. Drill-down per store.
- Shared signal extraction. Cross-brand customer overlap, product affinity across brands, demographic patterns shared across the portfolio.
How it's built
Per-store Shopify API connectors (Plus org or independent), Postgres or Snowflake for canonical storage, dbt for the normalization layer. Dashboard in Metabase, Hex, or a custom UI. Cross-brand customer-overlap analysis with privacy-preserving identifiers (hashed email matching, not raw PII).
What you get
- Per-store ETL connectors maintained as ongoing data ops.
- The unified analytical layer.
- Cross-store and cross-brand dashboards.
- Shared-signal extraction surfaced for the holdco operator.
- Privacy-preserving customer-overlap analysis.
- Quarterly portfolio-review packaged document for the operator's IC or board.
Engagement is shape, not list.
Length and price are functions of the data and the destination. The shape below is the typical engagement.
- Length
- 10–16 week build · ongoing data ops
- Lead
- Bogdan
- Cadence
- Async, weekly
- Bar
- Production
Scoped during the discovery call against the actual data and the operation it integrates with.
Principal engineer. Architecture and most code ships through one keyboard.
Written updates between, calls when the decision needs the room.
Async correctness, capacity under burst, observability at every boundary.
Products this composes with.
Same suite, or vertical-specialized versions in another.
- Same suite · Shopify Ops Intelligence Suite
Shopify Operations Workflow Automation
An integrated operations-workflow layer — Shopify Flow for the standard triggers, custom orchestration where Flow's limits run out, and the cross-workflow coordination that the point-app stack misses.
- Also in · Private Equity Suite
Portfolio Intelligence Platform
A unified portfolio platform: ETL pipelines from each portco system (Excel, QuickBooks, NetSuite, Sage, Stripe) plus third-party data (Preqin, Bloomberg), normalized to a single schema, exposed through cross-portco dashboards with covenant tracking and liquidity alerts.
What buyers ask about this one.
How does it handle Shopify Plus organizations with multiple stores under one org?
Shopify Plus org integration is the canonical case. Stores under one Plus org get unified at the data layer with documented org-and-store hierarchy. Stores outside a Plus org (independent Shopify subscriptions under common ownership) integrate via per-store API connections.
What's the cross-store benchmarking layer?
Per-brand metrics normalized for comparison — gross margin, conversion rate, AOV, repeat rate, CAC where the marketing-spend data is integrated. The holdco operator sees which brands are outperforming the portfolio average and which are dragging. Drill-down per brand to identify why.
What about shared-signal extraction across brands?
Where the brands share customer overlap (typical for adjacent-category portfolios), the platform surfaces cross-brand customer patterns — customers who shop brand A also predictively shop brand B, products that share buyer demographics across brands. Useful for cross-brand merchandising and customer-acquisition strategy.
How is this different from the OAS / PE Portfolio Intelligence Platform?
Similar shape, Shopify-specific. The PE version handles cross-portfolio-company data integration across diverse ERPs. This version specializes in Shopify's data model and storefront-level signals — better fit for DTC holdcos and multi-brand portfolios where every store is on Shopify.
Pricing?
Scoped to store count and integration breadth. Discovery call covers both.
If the deliverable matches the gap, the next step is one call.
We'll scope length and price against your data and the operation it integrates with. No retainer, no fishing.
Bogdan and team · async-first · OP—2026