Data Prep U
- Company typePrivate
- Founded2018
- HeadquartersGolden, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
Data Prep U firmographics
Firmographics- Name
- Data Prep U
- Legal name
- Data Prep U LLC
- Website
- https://dataprepu.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Data Prep U industry classification
Industry- Product category
- Professional Training and Analytics Services
- NAICS
- Computer Training (61142), Exam Preparation and Tutoring (611691), Professional and Management Development Training (611430)
- SIC
- Services-Educational Services (8200), Services-Computer Programming Services (7371)
- akta.pro primary industry
- Data Science & Analytics Learning Platforms (EDAFANAG)
- akta.pro secondary industry
- Exam Prep & Standards-Aligned Review Courseware (Within Curriculum) (EDAFACAO)
Keywords
Where Data Prep U is headquartered
LocationHeadquarters
- HQ city
- Golden
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Data Prep U business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Training Courses: CPE-eligible instructor-led training courses on Power BI, Alteryx Designer, and AI tools for finance professionals. Courses are sold as custom engagements with pricing quoted upon inquiry. Delivery is via live instructor.
- Managed Analytics Support Services: Ongoing managed services including Alteryx Server administration and on-demand analytics support. Provided as virtual coaching engagements accessible via Teams, Slack, or phone. Flexible engagements built around client needs.
- Process & Workflow Automation Services: Custom automation workflow design and ongoing hosting and maintenance for finance processes. Services include automated invoice processing, month-end close workflows, and financial reporting automation.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Monthly | Custom quotation - no public pricing |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Data Prep U product offering
Product offeringCore offering
Data Prep U delivers instructor-led, CPE-eligible training courses and managed analytics support services for finance professionals. Course offerings cover Microsoft Power BI, Alteryx Designer, and AI tools (Microsoft Copilot, ChatGPT, Claude), complemented by process automation, Alteryx Server administration, and on-demand analytics coaching delivered virtually.
Product overview
Data Prep U is a training and professional services company offering a portfolio of instructor-led CPE-qualified courses and managed analytics support services. The course offerings include AI Essentials for Finance Professionals (covering Microsoft Copilot, ChatGPT, Claude), Introduction to Alteryx Designer, and Introduction to Microsoft Power BI. These courses are complemented by managed services including Process & Workflow Automation, Analytics User Support, Alteryx Server Administration, and On-Demand Analytics Support. The company was founded in 2018 and is led by founder Chad Martin, serving finance professionals seeking hands-on practical training without compliance checkbox requirements.
Differentiator
Problem solved
Functional benefit
Products and services
- AI Essentials for Finance Professionals A hands-on CPE-qualified instructor-led course teaching finance and accounting professionals how to leverage AI tools including Microsoft Copilot, ChatGPT, and Claude to automate routine tasks, enhance decision-making, and improve workflow efficiency.
- Introduction to Alteryx Designer A hands-on CPE-qualified instructor-led course teaching finance professionals how to use Alteryx Designer for data preparation, workflow automation, data blending from multiple sources, and building repeatable financial reporting processes.
- Introduction to Microsoft Power BI A CPE-qualified instructor-led course teaching finance professionals to build interactive dashboards, connect to multiple data sources, create data visualizations, and master Power BI fundamentals for financial reporting and analysis.
- Process & Workflow Automation Custom automation workflow design and hosting services that connect existing finance tools, eliminate bottlenecks, and automate repetitive processes including automated invoice processing, month-end close and reconciliation workflows, and scheduled financial reporting.
- Analytics User Support On-demand analytics support providing workflow troubleshooting, report development and debugging, real-time guidance, and best practices recommendations for Power BI, Alteryx, and AI platforms.
- Alteryx Server Administration Managed services covering Alteryx Server installations, version upgrades, ongoing maintenance, performance monitoring, IT coordination, security compliance, troubleshooting, and user access management.
- On-Demand Analytics Support Virtual coaching and support for Alteryx workflows and Power BI reports, providing real-time guidance via Teams, Slack, or phone to help solve problems and build analytics skills.
Quantifiable outcome
- Transform hours of manual work into minutes of hands-off execution through automation
- +2 more outcomes
Companies that use Data Prep U
Customer profileSegments2 records
Ideal customer profiles2 records
Data Prep U technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Data Prep U partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights3 records
Data Prep U competitors and assessment
Company assessmentBroad incumbents
- Coursera: Coursera is a global MOOC with university and vendor-partnered courses in data analytics, Power BI, and finance. It is a broader incumbent in online learning and overlaps with Data Prep U's analytics course topics, but competes on price and scale rather than live, CPE-eligible instruction.
- Becker Professional Education: Becker is a long-standing provider of CPA exam prep and CPE-eligible continuing education for accounting and finance professionals. It is a broader incumbent serving the same CPE-credit-eligible buyer, although its core products are credentialing courses rather than analytics tooling.
- Corporate Finance Institute (CFI): CFI is an established finance professional training provider covering modeling, valuation, and increasingly data analytics skills for corporate finance roles. It is a broader incumbent offering finance-targeted courses with certifications, but with a much wider catalog than Data Prep U's tool-specific niche.
- Surgent: Surgent is an established CPA exam prep and CPE provider for accounting and finance professionals, including analytics-adjacent content. It is a broader incumbent that already operates in Data Prep U's CPE-credit category but with a different primary focus on credentialing for CPAs.
- Pluralsight: Pluralsight is a large-scale technology and data-skills learning platform with deep Power BI, Alteryx, and Python courses. It is a broader incumbent in the same learning category but competes via on-demand libraries rather than Data Prep U's live-instructor, finance-vertical approach.
Regional players
- Acuity Training: Acuity Training is a UK-based corporate training provider covering Excel, Power BI, and analytics for business users. It is comparable in offering instructor-led analytics training to corporate clients, but primarily serves the UK/Europe market rather than the US-only footprint of Data Prep U.
Direct peers
- Excel Campus (MyOnlineTrainingHub): Excel Campus / MyOnlineTrainingHub (Mynda Treacy) provides courses on Power Query, Power Pivot, and Excel for finance and data prep professionals. It is highly comparable because it teaches the same Microsoft data-prep tooling stack to a finance/business-analyst audience.
- Excel University: Excel University (Jon Acampora) runs live, hands-on Excel and analytics courses targeted at accounting and finance professionals, with a focus on practical skill-building. It overlaps with Data Prep U's finance-practitioner niche, hands-on live delivery, and pain points around manual reporting.
- Pragmatic Works: Pragmatic Works delivers instructor-led and on-demand training on the Microsoft data platform, including Power BI and Azure analytics, serving similar finance and analytics practitioner roles. It is the closest comparable independent shop focused on the same Microsoft stack and live-instructor delivery model.
- Power Pivot Pro: Power Pivot Pro (Rob Collie) is a niche Power BI / Power Pivot training and consulting firm targeting finance and business users with hands-on curriculum. It directly mirrors Data Prep U's Power BI focus and vertical specialization in finance analytics.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Data Prep U social profiles
Digital presenceData Prep U compliance and trust
Trust signalCompliance1 record
Data Prep U financial estimates
Financial estimateRevenue estimate
Valuation estimate
Data Prep U leadership team
Management profileNumber of profiles
Profiles1 record
Data Prep U funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Data Prep U M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Data Prep U
What does Data Prep U do?
Data Prep U delivers instructor-led, CPE-eligible training courses and managed analytics support services for finance professionals. Course offerings cover Microsoft Power BI, Alteryx Designer, and AI tools (Microsoft Copilot, ChatGPT, Claude), complemented by process automation, Alteryx Server administration, and on-demand analytics coaching delivered virtually.
Is Data Prep U a public or private company?
Data Prep U is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Data Prep U founded?
Data Prep U was founded in 2018. It employs 1 to 10 people.
Where is Data Prep U based?
Data Prep U is headquartered in Golden, United States, in the North America region.
How does Data Prep U make money?
Three revenue lines are on record. Training Courses are the primary driver. The others are managed Analytics Support Services and process & Workflow Automation Services.
Who are Data Prep U's main competitors?
Broad incumbents on record are Coursera, Becker Professional Education, Corporate Finance Institute (CFI), Surgent and Pluralsight. Acuity Training is listed as a regional player. Direct peers are Excel Campus (MyOnlineTrainingHub), Excel University, Pragmatic Works and Power Pivot Pro.
Does Data Prep U have an API?
No public API is recorded for Data Prep U.
What industry is Data Prep U in?
Data Prep U's product category is Professional Training and Analytics Services. Its primary akta.pro industry code is EDAFANAG, Data Science & Analytics Learning Platforms, with a secondary code of EDAFACAO, Exam Prep & Standards-Aligned Review Courseware (Within Curriculum). Its NAICS code is 61142 and its SIC code is 8200.