A leading Private Equity and Venture Capital firm, managing over $20 billion, faced significant challenges with their existing deal sourcing platform. They engaged Blue Orange Digital to conduct an end-to-end data audit, aiming to evolve the platform into a scalable, unified sourcing tool equipped with consistent architecture and advanced data capabilities. The goal was to integrate data from four newly acquired CRM/ERP systems, each previously operating independently, which led to obscured visibility and coordination within the firm’s sales processes.
Enhancing Financial Model Evaluations for Varde Partners
Varde Partners, a prominent global alternative investment adviser, faced challenges in streamlining the financial model evaluations conducted by their investment team.
