Domo Case Studies Equicapita Grows Its Investments With Data Thanks to Domo

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	Equicapita Grows Its Investments With Data Thanks to Domo Domo

Equicapita Grows Its Investments With Data Thanks to Domo

Domo

Technology Category	Analytics & Modeling - Big Data Analytics
Applicable Industries	Finance & Insurance
Applicable Functions	Business Operation
Services	Data Science Services
Challenge	Equicapita, a private equity firm with over $300 million in assets under its management, was facing challenges in tracking the success of its diverse portfolio of 13 companies. Each company measured success differently and delivered its reporting in significantly different formats. This resulted in each company spending about three days each month on a manual reporting process that involved collecting data, normalizing it, consolidating it, and then creating reports for the board. The firm was also looking for ways to use data to help the companies under its umbrella work smarter. Read More
About Customer	Equicapita is a private equity firm with more than $300 million in assets under its management. The firm specializes in acquisitions of financially-sound companies in the $5 million to $50 million range. These companies are big enough to create a long-term track record and economic moat, but small enough for Equicapita to add their expertise to take the companies to the next level. Equicapita has 13 companies in its portfolio, giving the firm diversification across industries, sectors, and geographies. The firm uses Domo at the head office level to consolidate the financial information of its different holdings. Read More
Solution	Equicapita implemented Domo's BI & Analytics product to consolidate the financial information of its different holdings. This helped the firm standardize the information it reviews so it could focus on the insights generated by the data instead of trying to understand what the numbers mean. Domo also became a crucial marketing tool for Equicapita. When pitching to investors, Equicapita shared a custom dashboard that showed non-sensitive information about its portfolio companies. This allowed the firm to pitch investors using the data it had in Domo without worrying that prospective investors would gain access to proprietary business data. In addition to using Domo to manage its portfolio and garner new investors, Equicapita gave each of the companies in its portfolio access to Domo so they could use data to run their own businesses. Read More Log in to view content
Contents

Technology Category

Analytics & Modeling - Big Data Analytics

Applicable Industries

Finance & Insurance

Applicable Functions

Business Operation

Services

Data Science Services

Challenge

Equicapita, a private equity firm with over $300 million in assets under its management, was facing challenges in tracking the success of its diverse portfolio of 13 companies. Each company measured success differently and delivered its reporting in significantly different formats. This resulted in each company spending about three days each month on a manual reporting process that involved collecting data, normalizing it, consolidating it, and then creating reports for the board. The firm was also looking for ways to use data to help the companies under its umbrella work smarter.

About Customer

Equicapita is a private equity firm with more than $300 million in assets under its management. The firm specializes in acquisitions of financially-sound companies in the $5 million to $50 million range. These companies are big enough to create a long-term track record and economic moat, but small enough for Equicapita to add their expertise to take the companies to the next level. Equicapita has 13 companies in its portfolio, giving the firm diversification across industries, sectors, and geographies. The firm uses Domo at the head office level to consolidate the financial information of its different holdings.

Solution

Equicapita implemented Domo's BI & Analytics product to consolidate the financial information of its different holdings. This helped the firm standardize the information it reviews so it could focus on the insights generated by the data instead of trying to understand what the numbers mean. Domo also became a crucial marketing tool for Equicapita. When pitching to investors, Equicapita shared a custom dashboard that showed non-sensitive information about its portfolio companies. This allowed the firm to pitch investors using the data it had in Domo without worrying that prospective investors would gain access to proprietary business data. In addition to using Domo to manage its portfolio and garner new investors, Equicapita gave each of the companies in its portfolio access to Domo so they could use data to run their own businesses.

Impact #1	Equicapita was able to standardize the information it reviews, allowing it to focus on the insights generated by the data.
Impact #2	The firm was able to use Domo as a marketing tool, sharing a custom dashboard with prospective investors.
Impact #3	Each company in Equicapita's portfolio was able to use Domo in a way that made sense for them, while ensuring that the data they created was useful to the larger organization.

Impact #1

Equicapita was able to standardize the information it reviews, allowing it to focus on the insights generated by the data.

Impact #2

The firm was able to use Domo as a marketing tool, sharing a custom dashboard with prospective investors.

Impact #3

Each company in Equicapita's portfolio was able to use Domo in a way that made sense for them, while ensuring that the data they created was useful to the larger organization.

Benefit #1	One company in the portfolio was able to increase earnings by 200% after using Domo to run a what-if analysis on whether it made financial sense to invest $500,000 in a new piece of machinery.

Benefit #1

One company in the portfolio was able to increase earnings by 200% after using Domo to run a what-if analysis on whether it made financial sense to invest $500,000 in a new piece of machinery.

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Overview

Equicapita Grows Its Investments With Data Thanks to Domo

Operational Impact

Quantitative Benefit