A robust, validated dataset builds confidence in a significant private equity deal

How IncQuery helped a private equity deal team validate its investment thesis on an ERP software provider with a broader, more robust dataset.

Challenge

A private equity deal team evaluating an ERP (enterprise resource planning) software provider found that initial survey data showed real potential in the target. But before presenting the opportunity to the investment committee, the team wanted to be certain it was a worthwhile investment — a more robust dataset would validate the findings and give the team confidence to move forward.

Approach

So, the team turned to IncQuery, which quickly gathered and analyzed opinions from a broad range of ERP decision-makers, obtaining a clearer picture of the target and the wider market. Real-time reporting showed how the company outperformed competitors in customer satisfaction, had strong traction in underserved industries, and offered a standout feature set.

Outcome

Now, the team has validated its thesis that the target is poised to disrupt the industry and deliver strong growth. The investment committee greenlit the deal, and the team moved forward with due diligence. When a sizeable investment is at stake, always be sure™.