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Healthcare · UKHealthcare / InvestmentCompleted

Care Portfolio Intelligence

Portfolio monitoring dashboard integrating CQC, ONS, and regional health data via AWS Athena and QuickSight. Surfaces live KPIs for investors across 3,000+ care homes, enabling real-time decision-making on portfolio performance and risk.

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Care homes monitored
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Faster decision cycles

The Challenge

A healthcare investment firm monitoring 3,000+ care homes was relying on quarterly CQC reports and manual data compilation to assess portfolio risk. Decision-making was slow and reactive rather than proactive.

Our Approach

Built a portfolio intelligence platform on AWS Athena and QuickSight, integrating CQC ratings, ONS population data, and regional health datasets. Live KPI dashboards surface risk signals and performance trends across the full portfolio.

Outcome

Investment decisions that previously waited for quarterly reporting now happen in real time, with portfolio managers able to identify at-risk assets and act before regulatory issues escalate.

Highlights

  • 3,000+ care home assets monitored
  • Real-time KPI dashboards
  • 2x faster investment decision cycles
  • Multiple government and health data sources integrated

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