Complete records can tell the story of a deal

Investment firms and deal teams often maintain records that span the full life of a transaction. IDMA SaaS is exploring data partnerships for qualifying records from closed deals, credit files, and portfolio reporting.

Offer 5: Investment Firm Data Partnership

This opportunity is intended for firms on the deal side, including private equity and growth equity firms, private credit providers, boutique investment banks, and due-diligence providers. Wealth and asset managers with client-level data may also be a fit.

Records of interest

• Records from completed and closed deals
• Credit files
• Portfolio reporting
• For a deal, the complete chain of records: data room, financial model, and investment memo

The most valuable material can show the full chain for one deal, from its data room through the model and memo. Completeness and deal count can affect the potential value of a records set.

Who may qualify

• Investment firms with 5–200 employees
• Firms with at least three years of closed deals
• Organizations located anywhere
• Private equity and growth equity firms, private credit firms, boutique investment banks, quality-of-earnings providers, wealth managers and RIAs, asset managers, and fund administrators

Potential company compensation

Potential compensation is $50,000–$800,000, depending on deal count and completeness. This is a potential range, not a guaranteed payment.

Discussing a potential partnership

Eligibility and fit depend on the records available and the details of the proposed partnership. Any evaluation or licensing would require appropriate authorization and review of applicable confidentiality, privacy, and other obligations.

Interested in exploring a data partnership? Connect with the IDMA SaaS team to discuss your records and potential fit.