Client Overview
Our client is a leading alternative investor intelligence platform, managing a global network of institutional investors with a staggering AUM of over EUR 100 trillion. They provide a mobile Customer Relationship Management (CRM) application designed to simplify investor relations and fundraising activities. This CRM empowers their teams with tools to manage investor interactions, monitor fundraising progress, and maintain strong client relationships. However, the client faced challenges in keeping their investor data accurate and up-to-date, which directly impacted the efficiency of their operations and the quality of their outreach efforts.
Challenges Faced
The client encountered:
- Outdated financial data for asset allocation, managed in static Excel templates.
- Missing or inaccurate contact information for key decision-makers in Limited Partnerships (LPs).
- Limited visibility into investor positions, hindering fundraising efforts.
Our Data-Driven Solution
Decimal Point Analytics delivered a tailored approach to solve these challenges:
Comprehensive Data Updates
- Leveraged multiple sources to validate and update financial and contact data.
Automated Quality Assurance
- Deployed macros for faster, error-free processing.
- Adopted a maker-checker system to ensure data accuracy.
Seamless Process Integration
- Created standard operating procedures (SOPs) to streamline updates.
Clear Client Communication
- Delivered accurate and organized insights for fundraising teams.
Key Outcomes
The impact of DPA’s intervention was transformational:
- Faster Turnaround: Streamlined processes for quick data updates.
- Enhanced Accuracy: Reduced errors with automated validation.
- Improved Engagement: Clear visibility into investor positions and contacts.
- Optimized Resources: Freed up client teams for core activities.
Strengthening Investor Relations with Data Accuracy
Effective investor data management is critical for fundraising success. This case study highlights how Decimal Point Analytics enabled our client to improve operational efficiency, strengthen investor relationships, and maintain a data-driven approach to fundraising.
