February 10, 2020
Sales Optimization Phase 1

Sales Optimization in Private Equity

PHASE 1: Data Transformation The Challenge A leading Private Equity and Venture Capital firm, with over $20B 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 tool with consistent architecture and infrastructure. They wanted an independent third-party to assess the technical decisions made to date in the development. The […]
April 9, 2018
Sales Optimization in Private Equity Phase 4

Improve Portfolio Company Efficiency

Sales Optimization in Private Equity Phase 4: Improve Portfolio Company Performance The Challenge A leading Private Equity and Venture Capital firm, with over $20B 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 tool with consistent architecture and infrastructure. They wanted an independent third-party to assess the technical decisions […]