This service, the strategy and implementation, for Private Equity (PE) firms provides a proven process for identifying key objectives for your Private Equity firm's data and analytics challenges and opportunities surrounding the portfolio of assets (i.e: operating / portfolio companies) in order to deliver a comprehensive output that creates operational and technical efficiencies for the firm at asset and partner levels.

The PE Data Analytics Service provides a methodology to assess, manage, collaborate, implement, deploy and train on a solution that fits the needs of your firm. The collaborative nature of the service allows your firm to choose certain levels of engagement from your existing team (technical or functional) or make use of our expert resources where gaps have been identified.

The service provides a proven methodology and technology enabled service that accelerates development processes and automation to centralize data and analytics across operating/portfolio companies and also at the firm level where desired. We recognize the value proposition differences making each PE firm unique, that is why our service is flexible to provide a customized experience to meet your firm’s expectations. Requirements for the PE firm's goals and expectations are assessed at the onset of the service and assessed on a continual basis to ensure expectations are met and that our blueprint of achieving operational efficiency through data and data as an asset fits the goals of your firm.

Deliverables

Key deliverables can be extended, adjusted or customized based on the needs of the PE Firm through requirements gathering and extended scoping. The baseline deliverables focus on the following key areas:

• Assets (i.e: portfolio / operating company) data challenges and opportunities
• Requirements gathering
• Analytics implementation strategy
• Security assessment and strategy
• Data accessibility (extracting/getting necessary core data) from operational systems
• Cloud Architecture
• Data Centralization
• Data Literacy
• Data Governance
• Data Transformation (Change Data Capture)
• Customer Lifecycle
• Report Development (Transactional vs Summary and Trends)
• End-User Training
• Data Analytics Roadmap

Getting Started

The service is available to qualifying private equity firms or affiliates entities. Please contact sales@aicg.com and an account manager will discuss with you your current data analytics needs and provide you with additional details. You may continue to work with AICG through the AWS Marketplace in order to complete the necessary steps in order to confirm purchasing the service. A short on-boarding process followed by a kick-off meeting will initiate the service effort after all scoping details have been completed.

Pricing

Contact seller for pricing details.

Support

Different support levels are available after the implementation of the services using an AICG enterprise support plan. The requirements and scope surrounding support for this service may have certain levels of customization which will be agreed upon in order to provide an accurate Service Level Agreement (SLA).