PRIVATE EQUITY
FUNDS

As private equity funds increasingly use a multitude of data sources and make data-driven decisions, the need for navigating the digital data ocean keeps increasing.

We automate proprietary deal sourcing and use Machine Learning to score potential deals. Eliminating manual work results in efficiency and significant cost savings.

Proprietary Deal Sourcing - Screening - Scoring

Proprietary Deal Flow Automation:
Deal sourcing - screening - scoring

We understand the importance of having a proprietary deal flow. We start with architecting the overall flow of information. We collect all sources of information, including websites, LinkedIn, Owler, Crunchbase, Inc5000, USPTO, ZoomInfo, S&P and other sources. We then create your proprietary scoring framework that may include market, expansion, product, reputation, social media and employee indexes to score potential deals.

Proprietary Deal Sourcing

A Use Case: Proprietary Automated Deal Scoring Helps Private Equity Funds Achieve Superior Returns

A private equity fund reduced the time and cost of analyzing the proprietary deal flow and potential investment opportunities by harnessing the power of data science and machine learning by:
1) Extracting data from materials provided by companies seeking funding;
2) Analyzing submitted data after populating a custom template to derive a recommendation using proprietary investment criteria;
3) Monitoring potential deals and portfolio companies by monitoring select text and video sources before they are flagged by AP.

How Private Equity Funds Benefit

 

Technology-enabled competitive advantage.

 

Reduced time and cost of analyzing the proprietary deal flow.

 

Increased efficiency of time and resource usage.

Improved ability to source, analyze & filter out deals by venturing outside of the proprietary deal flow and scouring the web for the deals that fit specified parameters.

 

Increased attention from LPs interested in proprietary deals.

Improved deal-closing decision making  through automating across the value chain (identifying opportunities closely fitting the investment criteria, identifying trends, creating reports and investment memos faster, easier comparison between opportunities, selecting opportunities with the most promising growth potential).

 

Improved visibility in monitoring investments.

Improved portfolio ROI.

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