Customer story
Achieving operational efficiency
Achieving operational efficiency
Achieving operational efficiency
INVISION's Tech-Centered Approach To Sourcing
INVISION's Tech-Centered Approach To Sourcing
INVISION's Tech-Centered Approach To Sourcing
Achieving Operational Efficiency with Technology
Based in Switzerland and Germany, INVISION is a prominent private equity firm that specializes in tailored succession solutions and growth financing for small and medium sized enterprises in the DACH region. Since 1997, they have supported over 70 companies in realizing their growth ambitions through internationalization, innovation, product development, strategic investments and digital transformation of business processes. With a wealth of expertise across a variety of sectors, INVISION excels in crafting and implementing strategic initiatives for long-term value creation.
As a leading player in the small- and mid-cap private equity, INVISION is always looking to improve efficiency in their daily operations. One of the areas in which they saw an opportunity to create efficiency was in their private market research efforts. Previously, it would take the team hours of manual work to profile and analyze companies.
As a leading player in the small- and mid-cap private equity, INVISION is always looking to improve efficiency in their daily operations. One of the areas in which they saw an opportunity to create efficiency was in their private market research efforts. Previously, it would take the team hours of manual work to profile and analyze companies.
As a leading player in the small- and mid-cap private equity, INVISION is always looking to improve efficiency in their daily operations. One of the areas in which they saw an opportunity to create efficiency was in their private market research efforts. Previously, it would take the team hours of manual work to profile and analyze companies.
“Other data platforms often lack comprehensive information, making them suitable only for specific tasks. Furthermore, their speed and usability did not meet our expectations.”
Christian Hemmrich
Partner at INVISION
“Other data platforms often lack comprehensive information, making them suitable only for specific tasks. Furthermore, their speed and usability did not meet our expectations.”
Christian Hemmrich
Partner at INVISION
To help create efficiency in their research, the team at INVISION sought out a private market intelligence platform that fit three key requirements:
To help create efficiency in their research, the team at INVISION sought out a private market intelligence platform that fit three key requirements:
To help create efficiency in their research, the team at INVISION sought out a private market intelligence platform that fit three key requirements:
Contains high quality and reliable private market data
Offers comprehensive coverage of companies in their sweet spot
Has an intuitive interface that enabled a quick ramp up period
With these criteria at the forefront of their search, they landed on Gain.pro as their partner in private market research.
Efficient Company Research
Efficient Company Research
Efficient Company Research
One of the primary ways INVISION employs Gain.pro is for private company research, where they leverage our in-depth company profiles to gain an understanding of target companies.
“This platform provides a very good overview, including details about its competitors, financials, ownership structure, and market landscape. It aggregates all the essential data points required for a company analysis. It’s very helpful to get a quick overview.”
Investment Manager at INVISION
“This platform provides a very good overview, including details about its competitors, financials, ownership structure, and market landscape. It aggregates all the essential data points required for a company analysis. It’s very helpful to get a quick overview.”
Investment Manager at INVISION
Gain.pro enhances company analysis by enabling users to download financial data directly into an Excel spreadsheet, significantly reducing the time analysts spend on data gathering. Additional features include a browser extension, which allows INVISION to seamlessly access data while browsing the web.
Gain.pro enhances company analysis by enabling users to download financial data directly into an Excel spreadsheet, significantly reducing the time analysts spend on data gathering. Additional features include a browser extension, which allows INVISION to seamlessly access data while browsing the web.
Gain.pro enhances company analysis by enabling users to download financial data directly into an Excel spreadsheet, significantly reducing the time analysts spend on data gathering. Additional features include a browser extension, which allows INVISION to seamlessly access data while browsing the web.
Moreover, a sophisticated filter system enables searches for companies based on specific criteria, such as financials and ownership type. Particularly noteworthy is the AI-powered tagging system, which assists in identifying companies using key terms, thereby facilitating the discovery of niche opportunities.
Moreover, a sophisticated filter system enables searches for companies based on specific criteria, such as financials and ownership type. Particularly noteworthy is the AI-powered tagging system, which assists in identifying companies using key terms, thereby facilitating the discovery of niche opportunities.
Moreover, a sophisticated filter system enables searches for companies based on specific criteria, such as financials and ownership type. Particularly noteworthy is the AI-powered tagging system, which assists in identifying companies using key terms, thereby facilitating the discovery of niche opportunities.
Enhanced Competitive Analysis
Enhanced Competitive Analysis
Enhanced Competitive Analysis
To get an overview of the competitive landscape, the investment team at INVISION uses Gain.pro’s “Similar Company” filter setting. The platform then generates a list of relevant businesses using AI technology, offering a holistic view of the market.
“With this function, we can easily gain a view on the market and the competitive landscape.”
Investment Manager at INVISION
“With this function, we can easily gain a view on the market and the competitive landscape.”
Investment Manager at INVISION
The Overall Effect
Since leveraging Gain.pro in their daily operations, the investment team at INVISION has benefited from time savings and efficiency gains in their private market research. By reducing their manual efforts through digital automation, they have saved hours of time profiling companies in their sweet spot without compromising on quality.
Since leveraging Gain.pro in their daily operations, the investment team at INVISION has benefited from time savings and efficiency gains in their private market research. By reducing their manual efforts through digital automation, they have saved hours of time profiling companies in their sweet spot without compromising on quality.
Since leveraging Gain.pro in their daily operations, the investment team at INVISION has benefited from time savings and efficiency gains in their private market research. By reducing their manual efforts through digital automation, they have saved hours of time profiling companies in their sweet spot without compromising on quality.
Additionally, they have been able to undergo in-depth analysis of their target companies with speed and ease.
Additionally, they have been able to undergo in-depth analysis of their target companies with speed and ease.
Additionally, they have been able to undergo in-depth analysis of their target companies with speed and ease.
With all the time savings, the investment team at INVISION is able to dive deeper into the assessment of companies and focus their efforts on more value-added tasks.
With all the time savings, the investment team at INVISION is able to dive deeper into the assessment of companies and focus their efforts on more value-added tasks.
With all the time savings, the investment team at INVISION is able to dive deeper into the assessment of companies and focus their efforts on more value-added tasks.
The Importance of Technology in Today’s Private Equity Landscape
The Importance of Technology in Today’s Private Equity Landscape
The Importance of Technology in Today’s Private Equity Landscape
While private equity has historically been slow to adopt new technologies, it’s becoming increasingly consequential in developing an edge in today’s competitive deal landscape.
While private equity has historically been slow to adopt new technologies, it’s becoming increasingly consequential in developing an edge in today’s competitive deal landscape.
While private equity has historically been slow to adopt new technologies, it’s becoming increasingly consequential in developing an edge in today’s competitive deal landscape.
“Technology is becoming increasingly crucial in the daily operations of private equity funds. It not only enhances efficiency across all facets of our firm's operations but also empowers us to achieve more.”
Christian Hemmrich
“Technology is becoming increasingly crucial in the daily operations of private equity funds. It not only enhances efficiency across all facets of our firm's operations but also empowers us to achieve more.”
Christian Hemmrich
As Gain.pro’s features and functionalities continue to develop, the investment team at INVISION further position themselves as leaders in mid-cap private equity.
As Gain.pro’s features and functionalities continue to develop, the investment team at INVISION further position themselves as leaders in mid-cap private equity.
As Gain.pro’s features and functionalities continue to develop, the investment team at INVISION further position themselves as leaders in mid-cap private equity.
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Use this case study to spark the discussion on how your team can leverage our platform and automate your deal sourcing workflow.
Share this case study with your network
Use this case study to spark the discussion on how your team can leverage our platform and automate your deal sourcing workflow.
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