carto solutions for investment firms and funds

Investment Firms & Funds

Private equity firms, ESG investors, pension & hedge fund managers are turning to Spatial Data Science to gain a competitive edge in their screening, portfolio management & investment analysis.

Trusted by the world's leading investment funds
the carlyle group is an investment and fund customeramerican securities is an investment and fund customergic is an investment and fund customer
FEATURED STORIES

Get inspired by our customers

"Using CARTO has allowed us to analyze large amounts of spatial data for 5G deployment at scale and build a creative solution to a complex industry problem."

Kendra Lord
Kendra Lord
Director of Geospatial Engineering & Analytics, T-Mobile
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“By working with CARTO we’ve been able to build the world’s leading telco data monetization solution (Vodafone Analytics) for Tourism, Real Estate & Retail - turning mobile event data into highly valuable spatial insights in 5 countries.”

David Gonzalez
Chief Data Officer at Vodafone Group
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At EQT, we constantly seek ways to enhance the strategic value of our investments and improve the decision-making process. CARTO has been a game-changer for EQT, their cloud-native platform, seamless data integration, Builder for visualization and Analytics Toolbox make it much easier for us to assess investment opportunities and provide strategic advice to our portfolio companies.

Sonja Horn
Data Scientist at EQT

CARTO allows us to use hundreds of spatial variables in our analysis, including demographics, competitor data & credit card transaction data to very quickly gain a competitive information edge in our bidding processes, allowing us to push our assumptions further & faster.

Tim Kiely
Data Scientist at American Securities at American Securitas

White Space Analysis

In the bidding process, where Private Equity firms have multiple competitor firms against them - using spatial data can provide an information edge to push assumptions further. Investors in the Consumer & Retail sector can use CARTO to carry out white space analysis, uncovering the potential opportunity a large chain of restaurants or stores may have through expansion.

Read American Securities' story
White Space Analysis with carto
White Space Analysis mobile
Trade Area Analysis with carto

Trade Area Analysis

In Retail & Real Estate M&A, trade areas are fundamental to understand where potential acquisition chains’ customers live in relation to existing or potential business sites. By comparing the number of customers by distance from a business site to the number of households in the study area - your analysts can rapidly gauge the opportunity that a potential investment may have, or that an existing portfolio company may be missing.

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Trade Area Analysis mobile

Network Analysis

Logistics companies and consumer product manufacturers with chilled & frozen networks can also benefit from geospatial modeling, as distribution represents such a large share of their total opex. With any possible optimization significantly impacting EBITDA (the key metric in the Private Equity world) - many funds are encouraging their portfolio companies to seize the opportunity.

See grocery example
Network Analysis wiith carto
Network Analysis mobile

Alternative Data

Take the pain away from selecting, collecting, and consuming spatial data with our Data Observatory, a one-stop shop for all things geospatial data.

Augment your own data and broaden your analysis with a wide range of curated datasets on standardized spatial aggregations.

Learn more

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