Case Study: Leading Investment Firm achieves a complete, accurate view of company data with Tamr Inc.

Leading investment firm adds leverage and scales growth using data and technology

Leading Investment Firm, a NYC-based investment firm focused on internet, software, and technology-enabled companies, struggled to consolidate portfolio and target-company information across many internal and external sources, including CRM data and providers like Pitchbook, Capital IQ, PredictLeads, and LinkedIn. The firm needed a way to confidently match data sources, correct mismatches, and support a small team without adding headcount, so it turned to Tamr Inc. and its entity resolution capabilities.

Tamr Inc. helped the firm build a proprietary, cloud-based set of apps that combined data into a holistic company view using a persistent TamrID to link records across sources. The solution improved speed, performance, and accuracy for investment, research, reporting, and compliance teams, making it easier to search for companies, compare market intelligence, and assess portfolio impact, leading to more confident investment decisions.