The Innovators’ Exchange by Oliver Wyman Tara Anand Carter, Partner At Hg, On The Evolution Of Investor Interest In Data Markets
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Feb 17, 2025 Tara Anand Carter, a Partner at Hg, specializes in B2B software investments and has a keen focus on data and analytics. In this discussion, she unpacks the shifting landscape of investor interest in data markets, emphasizing the significance of strong intellectual property. Tara explores the balance of revenue streams, shares insights on customer retention metrics, and reflects on her transition from advisor to investor. The conversation also delves into the evolving data markets in energy and commodities, highlighting the role of AI and regulatory changes.
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Tara's Career Journey
- Tara Anand Carter's career began in investment banking, transitioning from a bulge bracket bank to a boutique firm specializing in B2B publishing.
- This boutique firm, Quail Monroe, was at the forefront of advising B2B publishers transitioning into data and analytics companies.
Evolution of Investor Interest
- Investor interest in data companies evolved as private equity firms recognized the enduring value of data platforms.
- Management teams also grew more confident in their ability to operate independently of larger strategic acquirers.
Data and Software Continuum
- Data and software exist on a continuum, with data businesses often incorporating analytics and tools that integrate with software systems.
- Data businesses share similarities with software businesses, including strong IP, recurring revenue, and high customer loyalty.