Marquis Data

What Marquis Data does

Marquis Data, LLC is a US-based, privately-held SaaS company that provides operational intelligence specifically to private equity-owned manufacturers running multiple ERP systems. Its flagship product, Marquis IQ, is a platform-plus-modules architecture that uses certified, maintained connectors for Microsoft Dynamics, Epicor, Sage, SAP, NetSuite, Infor, Acumatica, Salesforce CRM, and more than 25 additional ERP platforms to pull data from every system, normalize master data into one golden record per customer, supplier, and item, and distribute analytics through Power BI, Tableau, or a connected Excel add-in. On top of this normalized layer, Marquis delivers six purpose-built IQ Modules — Cash IQ (AR/collections), Inventory IQ (with ABCXYZ segmentation and safety-stock modeling), Operations IQ (SQDCP tracking), Pricing IQ (price-volume-mix analysis), Sales IQ, and Procurement IQ — and a separate Private Equity Platform targeting portfolio-level consolidation for PE operating partners.

The underlying technology emphasizes certified, automatically maintained ERP connectors (no custom integration projects), AI-assisted master data deduplication using name similarity and transaction pattern matching, and statistical anomaly detection across IQR unit-price fences, transaction density, and cost methodology changes. IQ Insights uses large language models to translate ERP records into plain-English briefs and named-owner Actions. Sales IQ incorporates a competing-model forecasting stack (Naive, ETS, Prophet, Croston, XGBoost, LightGBM, CatBoost, Booking Curve) with walk-forward validation and Forecast Value Added scoring. An explicit "Connect, Enrich, Analyze, Act" framework positions the platform around accountability rather than pure reporting.

Marquis Data is founder-operated with no disclosed institutional funding or venture backing; the three co-founders have been working together since 2001 and pivoted deliberately into pure data work in 2010. Revenue is generated via annual, quote-based enterprise SaaS subscriptions sold direct through enterprise field sales targeting PE-backed manufacturers with multi-ERP footprints, with IQ Module add-ons expanding contract value. Publicly named customers include Akron Bio, ACPI Products (now Cabinet Works), SHAPE Technologies, Momentum Manufacturing Group, Signia Aerospace, and Polar Services (now Depot Connect International).

Name

Marquis Data

Legal name

Marquis Data, LLC

Website

https://marquisdata.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

11–50 employees

Short description

Marquis Data is a US-based SaaS company providing operational intelligence to PE-owned manufacturers running multiple ERPs. Its Marquis IQ platform connects certified ERP systems, normalizes master data, and delivers analytics modules for finance, inventory, operations, pricing, sales, and procurement.

Ownership category

akta.pro rank

Headquarters

HQ city

Bellevue

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Marquis IQ Platform Subscription: SaaS platform subscription with certified ERP connectors, master data layer, and IQ Modules. Modules are add-ons to the base subscription. Pricing based on enterprise deployment with ERP integrations.
2. IQ Module Add-ons: Additional analytics modules (Cash IQ, Inventory IQ, Operations IQ, Pricing IQ, Sales IQ, Procurement IQ) activate on existing license. Add-on modules that run on top of the base platform.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Marquis Data sells the Marquis IQ platform, a SaaS operational intelligence layer that connects to 25+ ERP systems via certified connectors, normalizes master data (customers, suppliers, items) into golden records, and delivers pre-built analytics modules for cash/AR, inventory, operations, pricing, sales, and procurement. The platform is sold on an annual subscription basis directly to PE-owned manufacturers running multi-ERP, multi-site environments, with add-on IQ Modules and AI-generated IQ Insights expanding the base subscription.

Product overview

Marquis IQ is a platform-plus-modules architecture purpose-built for multi-ERP PE-owned manufacturers. The core Marquis IQ Platform connects certified ERP connectors (Dynamics, Epicor, Sage, SAP, NetSuite, Infor, Acumatica, Salesforce, and 25+ additional platforms), normalizes master data through the Data Quality & Mastering layer, and delivers analytics through Connected Analytics. IQ Insights provides AI-generated intelligence for every record. Add-on IQ modules include: Cash IQ (AR/collections), Inventory IQ (inventory optimization with ABCXYZ segmentation), Operations IQ (SQDCP manufacturing dashboards), Pricing IQ (PVM analysis), Sales IQ (sales analytics/forecasting), Procurement IQ (AP analytics/spend visibility), and Private Equity Platform (portfolio-level consolidation). All modules share the same enriched data layer enabling cross-functional analytics.

Differentiator

Problem solved

Functional benefit

Brands

• Marquis IQ: The company's operational intelligence platform for PE-owned manufacturers that connects to multiple ERP systems, masters data, and provides analytics modules for finance, inventory, operations, pricing, sales, and procurement.

Products and services

• Marquis IQ Platform Operational intelligence platform connecting to multiple ERPs, enriching master data, and delivering analytics across finance, operations, sales, procurement, and private equity functions for PE-owned manufacturers.
• IQ Insights AI-generated intelligence that reads ERP records and writes plain-English briefs on inventory health, supplier performance, customer pricing behavior, and forecast explanations.
• Connected Analytics Analytics layer delivering IQ Modules outputs through Power BI, Tableau, and Connected Excel with live data refresh capabilities.
• Data Quality & Mastering Master data enrichment layer providing one golden record per customer, supplier, and item across all connected ERP systems with AI-assisted matching for deduplication and entity resolution.
• Cash IQ AR collections and cash management module consolidating receivables across ERPs, tracking dunning activity, monitoring payment terms compliance, and surfacing at-risk accounts.
• Inventory IQ Inventory optimization module connecting to all ERPs, unifying on-hand data, generating ABCXYZ aging reports by SKU and site, and modeling safety stock and reorder points.
• Operations IQ Manufacturing analytics dashboard consolidating SQDCP performance, on-time shipment tracking, daily order triage, and production capacity across every ERP and plant site.
• Pricing IQ Pricing intelligence platform running price-volume-mix (PVM) analysis decomposing margin changes into price, volume, mix, materials, labor, and burden drivers.
• Sales IQ Sales analytics module providing clean customer records, revenue analytics across every ERP, customer master management, and sales forecasting pipeline capabilities.
• Procurement IQ Procurement analytics module providing AP analytics, supplier master data management, and spend visibility across every plant site with cross-entity PPV analysis.
• Private Equity Platform Portfolio-level analytics for PE operating partners providing consolidated pricing, margin, and ERP analytics across multiple companies and multiple ERPs, with a 100-day post-acquisition data consolidation playbook.
• ERP Connectors Certified, maintained connectors for 25+ ERP systems including Microsoft Dynamics, Epicor, Sage, SAP, Acumatica, NetSuite, Infor, Salesforce CRM, and additional platforms.

Quantifiable outcome

• Time to analyze vital data cut in half
• +5 more outcomes

Named customers6 records

Segments4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration12 records

AI capability8 records

Feature6 records

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Vena Solutions: Vena is a native Excel-integrated FP&A and analytics platform for finance teams, often deployed alongside multiple ERPs. Direct peer: comparable multi-ERP consolidation thesis with finance persona focus and Excel-native experience.
• DataRails: DataRails is an FP&A platform purpose-built for companies running multiple ERPs and spreadsheets, automating consolidation and reporting. Direct peer: same multi-ERP consolidation thesis with finance persona targeting.
• Phocas Software: Phocas is a BI and analytics solution built specifically for distributors and manufacturers (including ERP-integrated dashboards for finance, sales, and operations). Direct peer: same manufacturing vertical focus and ERP-connector approach.
• OneStream Software: OneStream is a corporate performance management (CPM) platform designed for multi-entity, multi-ERP financial consolidation. Direct peer: addresses the same fragmented ERP problem for finance and operating teams at multi-site enterprises.
• insightsoftware: insightsoftware provides ERP-connected financial reporting, operational reporting, and analytics (via brands like Jet Reports, Hubble, Spreadsheet Server) for companies running multiple ERPs. Direct peer: targets the same multi-ERP customer pain points with certified connectors and finance-focused use cases.
• TARGIT: TARGIT is a BI and decision-making platform with deep ERP integrations (Dynamics, SAP, Oracle) and manufacturing-focused analytics. Direct peer: similar certified ERP connector strategy and end-user persona targeting.
• Solver (BI360): Solver's BI360 is a unified BI, reporting, and budgeting solution with strong ERP integration and manufacturing customers. Direct peer: comparable ERP-connected reporting and analytics for mid-market and enterprise manufacturers.

Broad incumbents

• Sisense: Sisense is a BI/analytics platform with embedded analytics capabilities and ERP data integrations. Broad incumbent: comparable analytics-layer functionality but lacks Marquis Data's PE-owned manufacturing vertical specialization and certified multi-ERP connector depth.
• Domo: Domo is a broad cloud BI and analytics platform with ERP connectors and low-code app-building capabilities. Broad incumbent: competes for the same analytics budget but serves a much wider set of verticals beyond PE-owned manufacturing.
• Microsoft Power BI: Power BI is Microsoft's native BI platform with deep Dynamics 365 and broader ERP integration. Broad incumbent: explicitly supported as a downstream BI destination for Marquis IQ modules, but increasingly competitive as Microsoft bundles AI-driven analytics with Dynamics ERP at lower cost.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/marquisdata
• Facebookfacebook.com/marquisdata
• LinkedInlinkedin.com/company/marquis-data

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Marquis Data