| CUSTOMER STORY
How Egeria Cut Research and Screening Time by 2/3rds
The Challenge:
Limited visibility into private company data slowed research
Use Cases:
The Results:
Reduced research and screening time by two-thirds.
Egeria is a private equity firm focused on partnering with entrepreneurial, healthy businesses across North America, Benelux, and DACH regions. With a focus on companies valued up to €500 million, Egeria targets businesses with strong growth potential and supports them through long-term investment horizons of five to seven years. The firm works closely with management teams to drive value through add-on acquisitions, international expansion and digital transformation, while maintaining a strong belief in the people behind its portfolio companies. Gain supports Egeria’s private equity teams across the US and Europe.
The Challenge:
Lack of Transparency in Private Market Data
Egeria’s private equity team found that market and company research was slowed by information being spread across multiple tools and sources. This was especially challenging for private companies, where data is harder to access and often tedious to piece together
As a result, the team spent a considerable amount of time gathering and validating information, and saw an opportunity to adopt a more efficient, centralized approach to accessing private market intelligence.
The Solution:
The team set out to find a solution that could bring together high quality data on private companies, sponsors, and deals all in one place, and Gain was the clear winner for them.
Use Cases:
Powering Smarter Deal Sourcing and Evaluation
Build target lists and map sectors to better understand companies and the competitive landscape
Identify and prioritize actionable off-market opportunities across industries
Quickly assess inbound deals and add-ons using financials, ownership data, comps, and market context
Monitor competitors, consolidators, and potential buyers while tracking deals and ownership changes
The Results:
Time Savings and Greater Strategic Focus
Since adopting Gain, the team at Egeria has significantly reduced the time spent on research and screening activities. Tasks such as building sector maps and long lists are now completed much faster, enabling the team to operate more efficiently while expanding their pipeline and accelerating decision making.
“Gain cuts the time to build sector maps and long lists by about two‑thirds and saves roughly half a day per week per investment professional on research and screening, while improving pipeline breadth and decision speed.”
Todd Ofenloch
Managing Partner - North American Private Equity
With less time spent on manual research, the team can focus more on higher value activities across the investment lifecycle, from origination through to portfolio management.
Ongoing success with Gain
Overall, Gain has enabled Egeria’s private equity team to move faster, work more efficiently, and focus on what drives the most value. By centralizing reliable private market intelligence and reducing manual effort, the team is better equipped to source opportunities, make informed decisions, and support portfolio companies throughout the investment lifecycle.
