Data Analytics and Visualization
We enable data-driven decisions through interactive, responsive, and insight-rich visualization solutions.
Analytics Services for Private Equity Firms
Private Equity Firm-Level Analytics Offerings
- Performance Monitoring: Build comprehensive investment monitoring tools leveraging visualization.
- Insights Generations: Ensure both macro- and micro-level insights for informed data-driven decision-making
- Ad-hoc Analysis: Data analysis to evaluate business decisions and the impact of market events on the firm
- Pipeline Analysis: Track the deal pipeline by monitoring the sourcing funnel and conversion at each stage
- Self-Service Tool: GenAI-based content summarization/Q&A tool
- Exit Analytics: Enable exit strategy by using advanced analytics
- Due Diligence Support: Enhance data gathering and analytics for evaluating target companies
Tracking Portfolio Company Performance and Optimizing Operational Efficiency
- Track portfolio company performance & provide actionable insights to enhance efficiency.
- Financial performance.
- Operational performance
- Accounts payable and accounts receivable reports.
- Resource utilization report.
- Project management report.
- Sales & marketing performance.
- Compliance reporting.
- Data Foundation: Creating a data lake for each portfolio company and bringing together all data from ERP, CRM, and any other internal/external data required.
Our Research Ecosystem
We utilize our complete research ecosystem of operations to provide our clients with a one-stop-shop experience.
Our in-house design and language experts support private equity to deliver high-quality, ready-to-use, impactful presentations and content.
We’ve integrated solutions for repetitive tasks into our private equity technology suite. Leverage our technology to optimize workforce strategy and boost productivity across all teams.
The BIS team with in-depth expertise in various databases to deliver high-quality research insights.
Supported by experts with significant experience in working with independent valuators, investment banks, and PE firms across financial reporting, tax compliance, and transaction-related and litigation-related valuations.
Our in-house subject matter experts across various sectors and domains guide the team of analysts to provide domain understanding and create impactful outputs.
Our in-house design and language experts support private equity to deliver high-quality, ready-to-use, impactful presentations and content.
We’ve integrated solutions for repetitive tasks into our private equity technology suite. Leverage our technology to optimize workforce strategy and boost productivity across all teams.
The BIS team with in-depth expertise in various databases to deliver high-quality research insights.
Supported by experts with significant experience in working with independent valuators, investment banks, and PE firms across financial reporting, tax compliance, and transaction-related and litigation-related valuations.
Our in-house subject matter experts across various sectors and domains guide the team of analysts to provide domain understanding and create impactful outputs.
Our Dedicated Technology Suite for PE/VC Firms
We have identified the manual, repetitive, and tedious tasks and incorporated them into our PE technology suite. Optimize your workforce strategy by leveraging our technology suit to enhance productivity across business development, investment, and operating teams.
Operating Partners
Create data-driven dashboards to report PE/VC fund performance.
Generate insightful MIS reports & dashboards on portfolio companies’ performance.
Business Development Teams
Customized AI-powered web crawler for PE firms to curate an actionable target list.
Integrated outreach tool combining emails, cold-calling, marketing automation, and CRM.
Investment Teams
Efficient extraction of key insights from CIMs and teasers into concise 4-page memos using GenAI.
Automate financial summaries and standardize evaluation parameters for assessing targets.
Our Automation-Powered Solutions
Workflow Management
- Automate and streamline request life cycle and evaluate capacity availability.
- Track the time spent on each request through a single dashboard view for managers.
- MIS reporting feature to track productivity.
Knowledge Management System
- Centralized knowledge repository leveraged by teams globally.
- User-friendly search through available content to reduce TAT and increase efficiency.
- Easy to implement, integrate, and customizable as per the client’s requirements.
Investment Banking Productivity Suite
- Package of slide layouts and infographics in client’s color scheme.
- Investment banking productivity suite.
- TOC creation with pre-ideas/guidelines.
- Build custom automated tombstone slides using past deal data.
Manage and edit charts, tables, format, etc. with a single click.
Custom RPA Tools
- Automated data extraction from structured and unstructured sources.
- AI-/ML-driven NLP tools for processing qualitative information.
- Automated quality check and assurance tools.
Our Value Proposition
Who We Work With
Our Ins(AI)ghts
BLOG
Private Equity Firms Are Leveraging Data and Analytics to Manage Their Portfolio
Private equity (PE) firms are utilizing data and analytics to enhance portfolio management, improve decision-making, and optimize returns. Tools like Pitchbook and predictive modeling help firms track performance, identify opportunities, and mitigate risks. Analytics enable real-time insights, better risk management, and more informed decisions. They also enhance transparency and strengthen investor relations with customized reporting. Data-driven strategies improve operational efficiency and provide a competitive edge in sourcing deals. Ultimately, analytics drive better outcomes and business growth for PE firms.
BLOG
Ways Private Equity and Venture Capital Firms can Protect Themselves from Cyber Risks
Private equity and venture capital firms are increasingly becoming targets of cyber threats due to the sensitive data they manage. Strengthening cybersecurity has become essential to protect intellectual property, financial records, and investor information. The blog highlights key strategies such as implementing robust cybersecurity frameworks, conducting regular risk assessments, training employees, and integrating cybersecurity into the due diligence process. By prioritizing security from the top down, firms can mitigate risks, ensure compliance, and build trust with stakeholders in an increasingly digital investment environment.
