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Intro

An increasing number of PE & VC firms are incorporating external data into their investment process to get valuable insights into emerging companies, market trends, company performance and consumer behavior. The firms that are able to extract differentiated insights from the troves of data available in the market have a significant competitive advantage over their peers and as a result, many LPs are now looking to invest in funds with advanced data capabilities.

For small to mid-size investment firms in the private markets, successfully executing the mandate of becoming "data-driven" is not a trivial task. The hedge fund model of building data teams with personnel costs in the millions is too much upfront cost and risk, relying solely on private market data providers is not differentiated nor nimble enough in today's climate and mobilizing a team of excel jockeys will not suffice in a world of APIs and databases.

The aim of Blueprint is to provide small and mid-size private equity funds the full capabilities of a traditional hedge fund data team for a fraction of the cost, which will enable these funds to incorporate data into their process in a targeted and low-risk manner.

Framework

Data Sourcing

A deep understanding of the data market from a cost and availability perspective. Also, the ability to effectively vet data assets to determine their value for specific use cases.

Blueprint has compiled an extensive internal database of both public data sets and those provided by vendors. We also have extensive domain knowledge via experience on data teams at top funds and a network of operators in the data vendor space. As a result of this expertise, we can effectively vet data assets and surface those most relevant to each client's objectives.

Data Integration

The ability to ingest data from disparate sources in a variety of formats and store it in a cohesive data analysis environment.

Blueprint has cultivated a talented team of off-shore data engineers who have a proven track record of successfully executing high value client engagements. Having a reliable and experienced off-shore engineering team allows Blueprint to extract data from various locations in multiple formats and transform it into a unified structure ready for analysis. This is a vital and technical task that many funds currently don't have the personnel to execute and is expensive to hire for.

Actionable Insights

Data modeling and implementing ML / AI algorithms to extract actionable and predictive insights from the data

Roadmap

1) Build internal database of available data sources

• https://docs.google.com/spreadsheets/d/1I--ZPBLe-5yRQx0FgNcHlxzBUdkyN7JGPw31mz-uaGw/edit#gid=0
• Web scrape:
  • https://alternativedata.org/data-providers/
  • https://demyst.com/products
  • https://faculty.sites.uci.edu/pjorion/files/2018/05/JPM-2017-MachineLearningInvestments.pdf

2) Create Proof of Concept w/ S-1 Data & other public data sources

3) Create prospect list

• Form ADV filed with the SEC provides employee count and total AUM for every investment firm registered with the SEC
• Links:
  • https://www.sec.gov/help/foiadocsinvafoiahtm.html
  • https://www.sec.gov/about/forms/formadv-part1a.pdf
  • Full datatset in XML format: https://adviserinfo.sec.gov/compilation

4) Create sales materials / slide presentation for intro meetings

5) Outreach to targeted prospects