CARTO solutions for Investment Analysis

Investment Firms & Funds

Private equity firms, ESG investors, pension & hedge fund managers are turning to Spatial Data Science to gain a competitive edge in their screening, portfolio management & investment analysis.

american securities is an investment and fund customerthe carlyle group is an investment and fund customergic is an investment and fund customer

In the bidding process, where Private Equity firms have multiple competitor firms against them - using spatial data can provide an information edge to push assumptions further. Investors in the Consumer & Retail sector can use CARTO to carry out white space analysis, uncovering the potential opportunity a large chain of restaurants or stores may have through expansion.

more data being used in screening process
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In Retail & Real Estate M&A, trade areas are fundamental to understand where potential acquisition chains’ customers live in relation to existing or potential business sites. By comparing the number of customers by distance from a business site to the number of households in the study area - your analysts can rapidly gauge the opportunity that a potential investment may have, or that an existing portfolio company may be missing.

more portfolio companies using spatial analysis
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Logistics companies and consumer product manufacturers with chilled & frozen networks can also benefit from geospatial modeling, as distribution represents such a large share of their total opex. With any possible optimization significantly impacting EBITDA (the key metric in the Private Equity world) - many funds are encouraging their portfolio companies to seize the opportunity.

reduction in time taken to gather data
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Take the pain away from selecting, collecting, and consuming spatial data with our Data Observatory, a one-stop shop for all things geospatial data.

Augment your own data and broaden your analysis with a wide range of curated datasets on standardized spatial aggregations.



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