Alternative Investments - Lead Generator Application

Large restructuring group of a leading private equity firm had a team of analysts that were using a combination of Excel spreadsheets, Word documents and various Web data subscriptions to identify potential clients for their advisory work. Managing and sharing this data was very labor intensive, time consuming and error prone. Since the managers of the restructuring group decided there was no existing software product to automate and facilitate the process of client identification, they engaged NorthPoint to develop a custom software application.

Following the gathering of business and technical requirements, NorthPoint consultants used their subject and technical expertise, while working closely with various client personnel, to design, create and implement a custom, browser-based, real-time scalable Lead Generator software application using Microsoft technology. This unique solution provides the Senior Managing Directors, Managing Directors and Analysts with a variety of functions and features including:

• single dash board view of top 100 prospects/leads
• alerts, trending and watch list reporting
• rankings by public/private, US/Foreign, sectors, industries
• numerous financial and event/news driven criteria weighted and scored
• integration of data from Capital IQ, FactSet and Reuters
• memo format to facilitate internal communications
• creation of templates from Excel spreadsheets for PowerPoint Presentations
• automatic generation of Pitch Books

The new Lead Generator software application has dramatically enhanced the client’s ability to identify, manage research, monitor and rank potential leads. Numerous points of automation have enabled client users to dramatically improve the efficiency and effectiveness of their activities while significantly reducing time and cost. Most importantly, the new application has greatly enhanced and facilitated analysts’ and managers’ capabilities in tracking and identifying prospects, enabling them to spend much more of their time engaged with these leads and obtaining mandates.