Data Science for Revenue Forecasting and Value Creation in Private Equity

Predict future revenue and growth opportunities with greater precision. Now you can negotiate and invest with confidence.

In volatile markets, projecting a company’s ability to deliver on the investment thesis becomes ever more complicated. Revenue and growth potential are key – but they can be hard to predict with confidence. That’s where we come in. We combine large-scale engineering, statistics, and machine learning to analyze customers, products, services, and channels. 

That allows us to predict:


  • Customer behavior
  • Growth from new customers
  • Repeat rate from individual customers
  • Spending level by customer
  • Lifetime value by customer segment

Results you can expect

  • Uncover millions of dollars in cross-selling or growth opportunities
  • Increase customer profitability–and determine which customers to exit
  • Develop more accurate valuations and revenue models
  • Increase multiples at exit
Build value rapidly and confidently with Intellio™

Intellio

West Monroe’s Data Science for Private Equity offering is powered by our Intellio™ suite of assets. We help you see value where others cannot. 

  • Intellio™ Predict, evaluates targets and portfolio companies—analyzing their revenue streams and predicting growth potential. The result? Concrete models for expected growth and gross margin. We call this data-powered investing. Intellio™ Predict was purpose-built for private equity and includes industry-specific models for software, financial services, retail and manufacturing.

  • Intellio™ DataOps ingests data rapidly and prepares it for analysis—delivering valuable insights easier and faster to meet the time constraints of diligence.

Learn more about West Monroe’s Intellio™ suite of assets that deliver results, faster. 

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What We Offer

We use data science and advanced analytics to transform raw customer data into actionable insight and business value across the transaction lifecycle—from due diligence to post-close value creation to successful exit.

Understand your target’s growth potential

We put data science capabilities to work during due diligence to de-risk investments, instilling confidence around the ability to achieve short-term numbers. We also validate maturity and growth potential to inform accurate valuations and negotiations. 

Boost growth and value potential

Following investment, we can quantify upside between best and worst customers, SKUs, and channel segments. We also benchmark white space opportunities using our rich proprietary knowledge base – derived from analyzing more than 143 billion data points.

This insight guides the right operational improvements for maximizing value:

  • Remedy areas of revenue leakage, such as unprofitable customers
  • Pursue areas of greatest growth potential, such as cross-selling or new revenue streams
  • Reverse-engineer customer segments to focus on the best customers and products to maximize growth

Prepare for (and negotiate) a successful exit

As you prime your portfolio company for sale, we help you identify the optimal time for exit, as well as untapped upside that can attract prospective buyers and maximize value creation. 

$160B

transaction level revenue data analyzed

25

years of data science research 

$33B

in closed private equity investments across software, financial services, consumer and industrial products, retail, and other sectors

Want to learn more?