What we do

Due diligence and M&A planning. Data-driven value creation.

At Sokrates, we operate at the intersection of technology, data science, and strategy. Our focus is using data science to create value for Private Equity funds and portfolio companies.

Due diligence and M&A planning

Buy-side commercial due diligence.

In essence, we use data to reduce the transaction risk for Private Equity funds.

Our proprietary platform allows us to use external data and conduct an in-depth, data-rich market analysis early in the M&A process, before access to the company data. It provides Private Equity teams with a head start in the understanding of the target and an edge when meeting with the management team.

We use external data such as geospatial data, satellite, public or private databases, online or paper data, diffuse data from many different sources. Our platform allows us to create relevant data sets where there was no consistent data before.

Later in the process, when internal company data becomes available, we match it against our external analysis. The objective is to create a realistic, empirical, and data-driven model. The model carries high predictive value for the future market and company performance. High predictive value directly translates into lower transaction risk for the Private Equity funds.

Data-driven value creation

Data-driven strategy and tools for Private Equity portfolio companies.

Our technology platform uses external and internal data to improve the performance of portfolio companies.

Performance can be defined as sales growth, profitability, commercial coverage, resource optimization, or any other way that is impactful for the company.

From there we match the external data with the internal company data to create a strategy-rich vision and actionable tools for the management. Tools can be delivered as analysis, SaaS or on-site solutions.