PRIVATE EQUITY SERVICES
As private equity funds use a multitude of data sources and make data-driven decisions, the need for navigating the digital data ocean keeps increasing. We offer a comprehensive suite of services that spans from current assessment and target operating model to technical design, data governance, vendor selection, system implementation and custom application development.
VENTURE AND PRIVATE EQUITY
According to Private Equity Wire, almost 50% of Private Equity firms have outsourced part of their firm’s operations over the past 12 months. 78% of that group believed the decision has “added value” to their business. 31% of Private Equity firms are looking for technology talent in the areas of programming, data analytics and data science.
We help Venture & Private Equity funds achieve superior returns by amplifying their competitive advantage, improving deal sourcing & analysis, improving portfolio monitoring, reducing investment and operating risk, saving time & reducing cost. We have deep expertise in creating a target operating model, implementing industry best practices, selecting quality vendors and fund administrators, data governance, technology architecture and other capabilities that result in a stable, scalable and cost-effective technology & operations infrastructure.
We help Private Equity funds set up an agile business model and achieve more.
PE Funds, no matter how small or large grapple with a highly complex business. We define the target operating model, design end-to-end technical architecture, help select vendors and assure data governance and data quality.
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. Alternative data, including ESG Reporting, is becoming more important as a source of differentiation. Proprietary deal sourcing and screening automation and the use of Machine Learning to score potential deals using the fund’s proprietary framework.
TARGET OPERATING MODEL
Our team has deep expertise in creating a target operating model, implementing industry best practices, selecting quality vendors and fund administrators, data governance, technology architecture and other capabilities that result in a stable, scalable and cost-effective technology & operations infrastructure.
PRIVATE EQUITY BUSINESS ARCHITECTURE
Venture and Private Equity funds grapple with business complexity because of the variety of functions inherently involved in their business - the size of AUM notwithstanding. Below is a snapshot of representative functions, most of which can be efficiently automated.
SOURCING, SCREENING & SCORING HIGH POTENTIAL DEALS
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 Flow Automation
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.
CASE STUDY
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.
PORTFOLIO MONITORING
Transform your portfolio companies’ financial data into standardized business logic and enable the reporting and analysis required to drive critical decision-making within your technology platform.
Make more informed decisions. Tap into the true power of precise and metric-driven data to make better, faster decisions. Gain strategic agility with near real-time financial observability across an entire portfolio within a few clicks.
Be more efficient. Generate insights with confidence and deliver a single source of truth downstream to all end-user tools for democratized data. Save hundreds of reporting hours every year and focus on value-add analysis and decision-making.
CASE STUDY
Automating Portfolio Monitoring
A private equity fund reduced the time and cost of monitoring its portfolio by utilizing a modern and efficient technology that takes raw data from the portfolio company business applications and transforms that data into critical reporting and metrics required to drive meaningful analysis.
The metric layer enables critical elements of customer retention:
Daily sync of critical business metrics and data. Automated pipelines ensure that the fund is always leveraging the most up-to-date information.
With the ability to easily access data, investors have more time for analysis.
Alternative data integrations and reporting solutions take portfolio monitoring to a new level of transparency while being cost-efficient compared to any manual data manipulation and analysis.
WHAT WE DO
IT Staff Augmentation
We offer a mix of traditional and cutting-edge technology skills. We help you decide the most appropriate and cost-effective way to engage IT consultants, be it outsourcing a full team or augmenting your own IT department with an expert.
System Selection & Implementation
Cloud migration strategy & implementation.
Cybersecurity strategy & implementation.
Fractional CTO
Target Operating model.
Technical architecture. Team selection.
Vendor selection and implementation.
Custom application development.
Communication, Talent Acquisition & Retention
We offer support in hiring and retaining the right people and helping them communicate efficiently and respectfully.
Diversity, Equity & Inclusion Program
We help you establish a Diversity, Equity & Inclusion Program in five easy steps.
Data Analytics & AI
Data framework & governance.
Data science (Machine Learning & AI) for process efficiency & deal sourcing.
Data warehouse & data visualization.
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.
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).
Increased attention from LPs interested in proprietary deals.
Improved visibility in monitoring investments.
Improved portfolio ROI.