Maximizing Sales in Private Equity through Optimization

Maximizing Sales in Private Equity through Optimization

PHASE 1: Data Transformation The Challenge A leading Private Equity and Venture Capital firm, with over $30B under management, requested an end-to-end data audit of their deal platform. They were looking to evolve the platform to make a scalable and unified sourcing...
Unifying Data for Enhanced Sales Optimization

Unifying Data for Enhanced Sales Optimization

The Problem A middle-market PE firm needed help integrating 4 acquired CRM/ERP companies. They introduced Blue Orange to the CEO of the merged company to provide architectural guidance on their data infrastructure to support unified data and sales optimization. Due to...