Equicapita 借助 Domo 的数据扩大投资
公司规模
1,000+
地区
- America
国家
- Canada
产品
- Domo BI & Analytics
技术栈
- QuickBooks
实施规模
- Enterprise-wide Deployment
影响指标
- Cost Savings
- Productivity Improvements
技术
- 分析与建模 - 大数据分析
适用行业
- 金融与保险
适用功能
- 商业运营
服务
- 数据科学服务
关于客户
Equicapita 是一家私募股权公司，管理的资产超过 3 亿美元。该公司专门收购资产规模在 500 万至 5000 万美元之间的财务状况良好的公司。这些公司规模足够大，可以创造长期业绩记录和经济护城河，但规模又足够小，Equicapita 可以利用其专业知识将这些公司提升到一个新的水平。Equicapita 的投资组合中有 13 家公司，使该公司在行业、部门和地区之间实现了多元化。该公司在总部层面使用 Domo 来整合其不同持股的财务信息。
挑战
Equicapita 是一家私募股权公司，旗下管理的资产超过 3 亿美元，在追踪其 13 家多元化公司的成功方面面临挑战。每家公司衡量成功的标准不同，报告格式也大不相同。这导致每家公司每月要花大约三天时间进行手动报告流程，包括收集数据、规范数据、整合数据，然后为董事会创建报告。该公司还在寻找利用数据帮助旗下公司更智能地工作的方法。
解决方案
Equicapita 实施了 Domo 的 BI & Analytics 产品，以整合其不同持股的财务信息。这有助于该公司标准化其审查的信息，以便它可以专注于数据产生的见解，而不是试图理解数字的含义。Domo 也成为 Equicapita 的重要营销工具。在向投资者推销时，Equicapita 分享了一个自定义仪表板，其中显示了有关其投资组合公司的非敏感信息。这使得该公司可以使用其在 Domo 中拥有的数据来向投资者推销，而不必担心潜在投资者会获得专有业务数据的访问权限。除了使用 Domo 管理其投资组合并吸引新投资者之外，Equicapita 还让其投资组合中的每家公司都可以访问 Domo，以便他们可以使用数据来运营自己的业务。
运营影响
数量效益
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