Aim Data Wisely
Consulting & Data Services for the Private Capital Markets
Aim Data Wisely
Accurate
Interpretable
Meaningful
Example: How can I relate the values of homes to inputs such as crime, zoning, views, air quality & schools?
Prediction
Develop the “best” model to predict something
Applicable to investment decisions? High
Applicable to operations / value creation? Low
Inference
Understand the association between an outcome and a variable
Applicable to investment decisions? High
Applicable to operations / value creation? High
Having a Well Defined Investment Thesis
A sharp point of view about the type of deals the firm excels in and wants to find
Having a Value Creating Network
Focus on expanding their network of formal advisers and informal influencers as a way to find targets
Copyright 2022
Seattle | New York