Building a Scalable, Cost-Effective Prospect 360 Platform for a Leading Private Equity Firm

Business Objective

Our client is a mid-market Private Equity firm that invests in growth-oriented, innovative companies operating in the Business Services and Consumer Sectors. The client wanted to build a Prospect 360 platform customized as per their focus areas and investment philosophy over cloud.

They wanted to

Identify gaps in the current data and build data acquisition strategy including paid data products, data extraction frameworks from documents and public sites
Design and build data infrastructure on the cloud with end-to-end data management, automated data ingestion, storage, transformation, quality checks, and governance

Challenges

Very limited data available to make a good assessment in the early stages of evaluation
Disjointed systems, data spread across multiple excel, PDF files, etc. Extremely difficult to retrieve data/analysis from prior deals
Manual data extraction from company documents and spreadsheet-based models/reports, resulting in longer analysis time, and loss of information

Solution Methodology

Analyzed current data on coverage and accuracy and identified new data types required e.g., digital information, triggers, social sentiments, etc.
Analyzed vendor universe for individual data types based on coverage, accuracy, ease of collection, and cost. Recommended final set of vendors/products for purchase.
Designed and built a cost-efficient and scalable AWS based data platform
Set up automated data extraction pipelines for externally sourced paid and public data, documents, and stored in an easy-to-use format.
Built data transformation and quality checks rules, periodic health reports, and governance structure for effective data management
Set up a cost-effective maintenance process for smooth operations

Business Impact

Custom Prospect 360 with more than 500 raw data elements for watchlist firms
~10x increase in the prospect database
Enabled downstream BI and data science use cases
Scalable, cost-effective, and highly customizable platform

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Building a Scalable, Cost-Effective Prospect 360 Platform for a Leading Private Equity Firm

Business Objective

Challenges

Solution Methodology

Business Impact

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