The future of investing is data-driven
While most companies understand that their data is a strategic asset, they find it increasingly difficult to unlock its full potential to get ahead.
Our comprehensive approach to data strategy enables you to leverage data to drive innovation, performance, and strategic decision-making across all areas of your business.
Unlock your data's full potential.
We develop the data architecture and capabilities needed to enable you to use your data to grow profits, improve your competitive position, create shareholder value, and maximize organizational impact.
Our data strategy solutions help your company to:
- Build robust data and analytics infrastructure to enable data-driven decision making
- Identify relevant third-party data sources to augment your decision making
- Evaluate businesses processes which could yield additional proprietary data
- Model your operations to identify areas for growth and create KPIs
- Design and develop custom reports, dashboards, or benchmarks
- Perform market research and competitive intelligence
- Better understand your business' performance, profit drivers, and opportunities
Some of the ways we accomplish this are:
- Establishing and maintaining a single source of truth for operational data
- Simplifying secure access to data across your organization
- Migrating relevant data from cloud, on-premises data, or application data sources (CRM, HR, Marketing, Payroll, Departmental Operations, SaaS, etc.)
- Preparing data to be served to business intelligence, web applications, or data shares
- Automating performance reports, dashboards, and benchmark construction
We work closely with your team to unlock the full value of your operational data across all functions of your business.
Read the case study
Private equity firms have access to massive amounts of data through both portfolio companies and their M&A operations. Where some tend to struggle is deriving actionable insights from this data.
This brief examines the private equity workflow from sourcing to integration and highlights several areas where data warehouses can be leveraged to provide valuable intelligence at every step.
Data for M&A operations and
portfolio company analytics
Our Process
Verus Echo's CRM solutions discover companies in the 50% of the market not discoverable through mainstream data products.
We search across terabytes of information and fine-tune our search with an advanced search algorithm, Generative AI, and proprietary datapoints to find any company in any geography or industry.
Schedule an introductory call to learn more about how you can get ahead of your competition and increase your proprietary deal flow.
Introduction
Foundation
We also aim to understand:
- What is the number of third-party data sources to be integrated?
- Are there any business processes that need to be replicated within your CRM?
- Are there any automation or governance requirements?
Design
Some questions that drive our decision making include:
- How much customization do you need from your solution? - What are the data security and governance requirements?
- Is there existing infrastructure that needs to be migrated to the new platform?
Development
- Integrate all data sources and automate all relevant processes
- Perform data quality and performance testing
- Develop any reports, dashboards, or benchmarks that need to be created for your project
- Meet with relevant stakeholders at frequent intervals to assess quality and manage changes
Release
Support
The support stage includes:
- Supporting the CRM if there are changes to existing data sources or relationships
- Expanding the data model to implement any new data sources or relationships
- Creating new reports, dashboards, and benchmarks
- Monitoring and adjusting the performance and availability of your project