Research Outline

Online Private Equity Marketplace Trends


To promote a proposed solution for the private equity marketplace industy by researching 4-5 recent trends in the area such as major challenges and investor experiences, along with examples of the trends.

Early Findings

Limitations to Exisiting Private Equity Systems

  • Gainsight found that there are current limitations to existing private equity systems that is affecting customer success.
  • Gainsight states that the challenges in customer success necessitates a separate platform. The four main challenges included blending a variety of data, analyzing the data in a scalable way, driving proactive human/digital outreach, and modeling clients the way they experience your platform.

Using Third-Parties

  • Private equity firms are using third-parties to help with internal valuation requirements for financial reporting since there is a large amount of capital and resources needed to make a deal.
  • An example of a third-party being used is VRC.
  • These third-parties can independently evaluate portfolio investments and allows the equity firm to outsource work that takes stress off of teams.

Continued Rise of Mega-Funds

  • 2019's mega-fund numbers were projected to surpass those of 2018. An international report found that during the number of mega-funds from Q1 to Q3 was 4x as high as the same amount of time in 2018.
  • Fintech companies are the leading industry in mega-funds. In 2018, venture capitals raised by U.S. tech start-ups totaled $100 million, which came from mega-funds. An example of a fintech company that used mega-funds was the San Francisco-company Blend.

Summary of Initial Research

  • Through our initial hour of research we were able to find private equity market trends. However, they were not specifically related to platforms.

Suggested Industry

Your research manager recommends working with a
Prepared By
Chris S.
79 assignments