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.
Maximizing Sales in Private Equity through Data Optimization
A leading Private Equity and Venture Capital firm managing over $30 billion sought to enhance their deal platform to boost sales performance and operational efficiency. They approached Blue Orange Digital to conduct an end-to-end data audit and revamp their data infrastructure to accommodate newly acquired CRM/ERP systems, aiming to unify their data sources for better sales insight and optimization.
