Data & AI for Private Equity
AI for PE to optimize the due diligence process and create value out of their assets.
We offer an end-to-end portfolio of Private Equity (PE) data-driven & AI services.
At Artefact, we know that ‘time is money’ in the Private Equity sector — which is why we are dedicated to helping PE firms complete the due diligence process quickly and easily.
Solving the business challenges that many private equity firms face, we have developed a package of PE solutions to help them manage their portfolios throughout their life cycles.
Our solutions can also be applied modularly to help companies navigate every stage their acquisition, merger and development processes. We use our superior data science and marketing automation skills to deliver in minimum time.
Our data-driven private equity package contains pre-set analyses
Our data solutions help rationalise the decision-making process in an accurate and reliable way. Our data marketing solutions include:
Market trends detection and forecasting
We deep-dive into social network signals (with proprietary Facebook, Twitter, and Instagram scrapers) — and our algorithms detect the trends that are most likely to impact the market or specific competitors in the future.
We do this by analysing:
– Historical trends on specific topics, and how they have evolved.
– The evolution of the mix of consumers (sub-segments) or influencers engaged in conversations on relevant topics.
– The distribution of conversations per sub-issue/ product category and how they have evolved.
– The share of voice of specific companies/brands/ issues and consumer sentiment relative to it.
– Using internal sales data, we identify untapped pockets of growth for client segments and products and unlock them with Data/AI use cases.
Data-driven strategy for Private Equity.
Digital maturity assessment.
We evaluate digital maturity around six core dimensions: Strategy relevance; Technical capabilities and tools; Content; Social and Display; SEO; CRM.
This lets us assess the key competitive advantages of the company in the current or prospective markets and identify where untapped assets can be unlocked and monetised.
Our proprietary analysis framework lets us leverage the expertise of our inhouse specialists and access factual data collected through landmark market solutions, such as Similar Web, SEM Rush, Woorank, PageSpeedInsights, Wappalyzer and Ghostery.
We access an asset’s media accounts (DSP, Amazon DSP, Facebook Ads Manager, Amazon Sponsored Ads, Google Ads/SA 360), to bring additional and more granular insights on all paid media investments and opportunities and increase a campaign’s ROAS (Return On Advertising Spend).
We analyse the Martech/Adtech tool ecosystem and its level of integration (CRM onboarding, DMP/ CDP implementation, Analytics data collection) to assess the current overall performance and recommend structural optimisations.
We compare the Marketing Mix to the competition/our sectorial benchmarks and recommend budget optimisations.
Consumer profiling and CRM animation.
We leverage landmark third-party consumer panels (e.g. Simm-TGI) and our in-house strategic planners to segment target customers.
We can identify: current consumers, high potential prospects, numbers in market, and growth potential (in terms of reach).
We analyse CRM campaign strategy (typically, six months of top priority KPIs, such as Open Rate, Click Rate, Landing Rate, Conversion Rate, Revenue) to identify improvement areas and determine how much EBITDA can be reached by improving audience targeting.
In-depth SEO/SEA performance
We assess the competitive positioning, strengths and weaknesses of all key players in the SEO and SEA arena, using our proprietary scraping, weighting and ranking methodologies.
We evaluate the SEA and SEO positioning of the TOP 100 keywords (using SEM Rush, and the company’s search console and Google Ads account).
We analyse the profitability of each of the TOP 100 SEA keywords (with Google Ads / SA360 account) and identify possible optimisations.
We evaluate synergy opportunities and cannibalisation areas between top 100 SEO and SEA keywords.
On-site performance.
We evaluate on-site performance (by accessing the asset’s Analytics tool) on top priority KPIs (Mobile and Web conversion rates) to pinpoint the most impactful breaking points in the consumer journeys and propose remediation strategies.
Product range and price competitive positioning.
We use web-scraping technologies to analyse company assets and key competitors’ online product catalogues, assessing everything from width, depth, structure and coverage of key consumers, to promotional intensity and pricing strategy.
Our expert content about Financial Services
Market Data Costs Are Rising in Financial Services – Here’s How to Get Them Under Control
With market data costs soaring—some firms reporting increases of up to 50%—controlling these expenses has become a strategic priority for financial services organizations.
Unveiling the Path: Why Data Lineage is Crucial for Building Effective AI Products
In today's data-driven world, understanding the journey of data—from its origin to its final destination—is more crucial than ever. This capability, referred to as data...
Opening Speech: AI in Financial Services: Key Market Trends and Insights for 2024 by ARTEFACT
Key learnings from the opening speech by Joffrey Martinez, Partner & Global Financial Services Lead at Artefact, on AI in Financial Services: Key Market Trends...
SCOR & SOCIETE GENERALE at AI for Finance by Artefact - Managing Data Management: Challenges in a Fast-Evolving AI Landscape
Key learnings from the panel discussion with Antoine Ly, Chief Data Science Officer at SCOR, Christophe Tummers, Group Chief Data Officer at Société Générale, and...
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SOCIETE GENERALE & ARTEFACT at AI for Finance by Artefact - AI Strategy for Société Générale
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Key learnings from the panel discussion with Hugues Even, Group Chief Data Officer at BNP Paribas, Matteo Dora, CTO at Giskard, Guillaume Bour, Head of...
CREDIT AGRICOLE at AI for Finance by Artefact - AI at the Heart of the Group's Strategy
Key learnings from the discussion between Aldrick Zappellini, Group Data Director & CDO at Crédit Agricole Group and Alexis Baufine-Ducrocq, Partner at Artefact.
BNP PARIBAS at AI for Finance by Artefact - Unveiling the hidden potential of AI
Key learnings from the keynote by Adrien Vesteghem, AI Program Director at BNP Paribas, on unveiling the hidden potential of AI.
IBM, CREDIT AGRICOLE & BNP PARIBAS at AI for Finance by Artefact - Generative AI, a new lever for operational performance
Key learnings from the panel discussion with Anne-Gaëlle Chasles, Vice-President IBM and Managing Director Financial Services at IBM, Emmanuel Sardet, Deputy Group CIO, and Group...
JPMC at AI for Finance by Artefact - Pioneering AI in Finance: from Reinforcement Learning to LLMs for Documents & Quantitative Reasoning
Key learnings from the discussion between Nelson Vadori, Executive Director, J.P. Morgan AI Research at JP Morgan Chase, and Akhilesh Kale, Partner US Financial Services...
