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Mastering Data Management

Private equity fund managers and their investors are increasingly embracing data to gain a panoramic view of market opportunities, to drill down on due diligence, and to optimize their portfolio performance. However, as the volume and complexity of data continue to grow, challenges are mounting.

In this report we provide an overview of the current state of data management in the PE industry and shine a light on how stakeholders are approaching the various opportunities and challenges they are facing, as well as exploring the emerging trends and practices that are shaping the data- and technology-centric future of this once-analog industry.

Highlights include:

  • Most respondents (77%) report that the total number of sources from which their organization ingests data has increased by at least 50% over the last five years, including 37% who say the number of sources has more than doubled.
  • Almost three-quarters of respondents are considering automating data-intensive workflows (73%) and migrating operations to cloud-based platforms (70%) to bolster their data management processes.
  • The biggest data-related technical obstacles that GPs and LPs face while trying to scale their businesses are the increasing volume and complexity of data (24% of first-place votes) and integrating multiple data sources in a centralized location (20% of first-place votes).