| CUSTOMER STORY
How Freshstream Remains Time and Cost Efficient with Gain
The Challenge:
Lack of complete and consolidated data placing a heavy burden on the time and resources of a small team.
Use Cases:
Opportunity tracking
Enhancing strategic conversations
The Results:
More efficient research and analysis without sacrificing quality, enabling them to review more investment opportunities in a shorter period of time.
With their latest fund closing at over €760 million, Freshstream is a leading lower mid-market private equity firm headquartered in London, England. Founded as an independent platform in 2020, the firm has established a strong reputation for working closely with entrepreneurs and family-owned businesses in the UK, Irish and Benelux markets.
Freshstream's Search for Accurate Financial Data
Before integrating Gain into their workflow, Freshstream faced challenges in obtaining complete and consolidated financial data for companies in their target regions.
This lack of complete and consolidated information meant that Freshstream’s team would have to spend a significant amount of time piecing together data to get a clear picture of a company’s financials – placing a heavy burden on the time and resources of a small team.
Freshstream sought out a digital solution that they could trust to provide accurate, consolidated financial data on the companies within their investment sweet spot. Ideally, they wanted the platform to save them time on manual work, allowing them to focus on higher-value activities.
The Solution:
Choosing Gain for Private Market Intelligence
When Freshstream first came across Gain, they found the platform to be "very slick" and user-friendly, which led to a seamless integration into their daily workflow. As a result, they were able to leverage our insights almost instantaneously.
In addition to the clean UX/UI, what impressed the team at Freshstream was the quality and reliability of our information and insights. When evaluating private market intelligence platforms,“Gain was the first platform we found that offered consolidated data points on company financials in a coordinated and scalable way. We found it incredibly helpful.”
Use Cases:
Streamlined Private Company Research
One of the primary ways Freshstream leverages Gain is for private company research. Whenever they need to quickly gain a view of a potential investment opportunity, they look up its company profile on Gain. Unlike other platforms, our profiles are carefully curated by teams of expert analysts and AI technology, providing key company information in an organized structure.
The team at Freshstream places a high level of trust in Gain’s data and insights thanks to our platform’s strict quality assurance process. All information is verified by three investment professionals before it’s added to the platform, ensuring users are accessing the most accurate and reliable data. Furthermore, Gain lists all sources, allowing users to cross-check information and gain confidence in their assessments.
Proactive Tracking Of Opportunities
Freshstream also uses Gain to track companies in their sweet spot. Utilizing Gain's advanced filter system, Freshstream can precisely identify companies that align with their specific investment criteria. They can search for companies using filters such as financials, ownership type and industry code. The team can then save these filters as active lists to create bookmarks, helping them gain visibility on their total addressable asset pool.
These bookmarks allow Freshstream to take a proactive approach to their deal sourcing as they receive notifications when new companies match their criteria or when new information is updated for existing companies.
Enhancing Strategic Conversations with Advisors
Freshstream finds Gain to be an invaluable tool during strategic conversations with advisors. Having quick access to company information allows them to engage meaningfully with advisors in real time, making discussions more interactive and efficient.
By making it easy to access and discuss detailed company information, Gain enhances Freshstream's ability to quickly identify and evaluate investment opportunities. Not only does this help improve the quality of their strategic conversations but also increases their deal flow and accelerates their decision-making process.
The results:
The Benefits of Leveraging Gain
Since incorporating Gain into their operations, one of the most substantial advantages to Freshstream is that they have gained efficiency in their research and qualification processes. Gain's intuitive interface and comprehensive data set allow Freshstream to speed up their research and analysis without sacrificing quality, enabling them to review more investment opportunities in a shorter period of time.
Freshstream’s Future Success with Gain
As early adopters of Gain, Freshstream has seen how the platform has evolved over time, increasing in coverage and introducing new workflow-enhancing functionalities. These advancements, many of which leverage AI technology, have further streamlined their operational processes and saved valuable time. The team at Freshstream is excited about the future of Gain and how the platform can continue empowering them to maintain their competitive edge in mid-market private equity.
