Private Equity Research Project

Need/Goal: Private Equity firm investigating possible investment in SaaS operations/EAM/CMMS space

PE firm interested in making investment in operations related SaaS industry and needed to supplement their in-house research and strategy team.

Consulting Tasks/Deliverables:

Analysis of overall industry including market/technology trends, competition, TAM/SAM opportunities and pitfalls. Goal of deciding if a quality space to invest.
Research, interviews and analysis with numerous personas – buyer, user, financial, etc.
Analyze specific targeted organizations with a goal to possibly invest/acquire.
Analyzed software product line: completive readiness, gaps, innovation, market readiness, etc.
Analyzed go-to-market strategy – marketing messing/quality, sales tactics, team analysis, etc.
Analyzed services to determine retention, ability to grow/scale, etc.
Provided detailed written and personal demonstrations of research, aiding PE firm ultimately making contribution to invest in target company