Exited
ActiveViam
New York, NY
Acquired by Nordic Capital
ActiveViam provides industry-leading risk management and data analytics infrastructure software purpose-built for the significant speed and volume demands of financial services. The Company’s comprehensive analytics platform enables global banks, asset managers, hedge funds, exchanges, and other financial services providers to manage real-time risk and regulatory compliance.
How We Helped
Product & Technology
- Supported the rollout of Atoti, ActiveViam’s next generation, Python-based data analytics platform
- Prioritized new development initiatives including Direct Query for cloud database functionality and additional business application use cases while accelerating the Company’s product roadmap
- Assisted with the launch of ActiveViam’s FP&A product, expanding the Company’s addressable market opportunity
Strategic HR
- Supported the recruitment and hiring of new CFO, CRO, VP of Marketing, and Global Head of Sales
- Built a strong independent board, including Tom Eacobacci (Guidepost VCG Advisor and former President and COO, Blackberry; former SVP, Citrix), Walter Dolhare (Guidepost VCG Advisor and former CEO, Wells Fargo Securities; former co-head, Wells Fargo Corporate and Investment Bank), and Leif O’Leary (CEO, Alegeus; former CEO, Intralinks)
Sales & Marketing
- Invested in global sales, marketing, account management and customer success infrastructure and operations to support new customer and existing account expansion
- Grew US-based sales team to support North American expansion into Tier 1 bank customers
- Refined go-to-market strategy with technology and implementation partners
Strategy & Operational Finance
- Upgraded financial reporting systems, developing key performance indicator reports and enhancing budgeting and forecasting capabilities including monthly and quarterly financial and board reporting
- Formed audit and compensation committees
- Prepared the Company for exit and negotiated the acquisition by Nordic Capital