On-Demand analysis for private equity firms to rapidly evaluate investment opportunities pre-deal, and inform strategic operating decisions post-deal.
Private Equity & Data Science
We combine private equity industry experience with data science expertise to enhance investment decision-making, enabling data-driven insights both pre and post deal across a wide variety of industries.
Private Equity Analytics
- Understanding of industry structures with a special focus on financial services, retail and consumer, media and telecom, and technology
- Assist deal team and operating groups with predictive analytical models and implementation
- Predictive analytical tools include revenue forecasting, price elasticity, customer segmentation and channel analysis, customer churn, and survey analysis
Data Science
- Sophisticated data sourcing technologies seamlessly integrate data across multiple sources and formats
- Automatically gather information from portfolio company systems, proprietary research, industry news, and regulatory filings.
- Calculation engines to rapidly model cases and run scenarios
- Data visualization tools extract insights from data and generate new ideas, providing key analytics at-a-glance
Key Benefits
SPEED
Analyze Data and Test Hypothesis Quickly
Actionable analytics that become an integral part of the decision-making process enabling teams to analyze opportunities and isolate risks quickly.
INCORPORATE MORE SOURCES
Leverage Traditional Financial Data and New Sources of Unstructured Information
Include new criteria and metrics in investment decisions derived from sources such as internal company systems, news feeds, regulatory filings, and research reports.
VOLUME
Incorporate Large Volume of Data into Financial Models
Allow for the use of big data sets in financial analysis such as geolocation, website user tracking, and mortgage loan level data.
VISUALIZATION
Visual and Interactive Analytic Tools to Uncover Trends Hidden in Disconnected Data
Empower analysts to understand and derive insights from disparate data sets using visual interactive tools, charts, and graphs.
DECISION MAKING
Decision Making Framework with Predictive Tools
Create data-driven systematic decision dashboards that leverage predictive analytical tools and utilize information from disparate sources and systems.
Our Tools and Platform
LIBRARY OF TOOLS
- Structure unstuctured sources-PDFs, Excel, web
- Natural language processing (NLP) to identify key themes in research documents, news feeds etc
- Sentiment analysis to identify and score views
- Interactive customizable dashboards
- Produce charts and infographics
- Integrate with analytic tools such as Tableau, Excel, MATLAB, R etc.
- Regression, correlation, variance, covariance models
- Time-series forecasting and trend estimation
- Principal component analysis and other statistical decomposition techniques
- Assistance with portfolio company valuation
- Return-risk optimization frameworks that incorporate predictive market simulation
- Price elasticity and consumer behavior models with scenario analysis and stress testing
INVESTMENT ANALYTICS PLATFORM – RADiENT
- Market data time series tracking and forecasting
- Scenario analysis and stress testing
- Portfolio modeling and optimization
Case Studies
CASE CLIENT
Portfolio Company: Luxury Fashion Brand Major PE firm $20B in AUM
Pricing Competitor Response Simulator Major PE firm $20B in AUM
Customer Churn Analysis Global Payment Processing Solutions Provider
Key Technologies
