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私募股權(quán)在大數(shù)據(jù)革命第二階段大有可為

私募股權(quán)在大數(shù)據(jù)革命第二階段大有可為

Hollie Moore Haynes 2012年12月28日
從執(zhí)法部門到醫(yī)療行業(yè),從金融領(lǐng)域到政府機(jī)構(gòu),各個(gè)行業(yè)都蘊(yùn)藏著大數(shù)據(jù)投資的新一輪機(jī)會(huì)。大數(shù)據(jù)正在改變企業(yè)處理商業(yè)問題的方式。提供大數(shù)據(jù)技術(shù)并助力商業(yè)創(chuàng)新的公司通通有機(jī)會(huì)實(shí)現(xiàn)巨大的成功,其中自然也包括對這一潮流進(jìn)行有效投資的私募股權(quán)公司。

????生命中必然發(fā)生之事又多了一樣。除去死亡和交稅,這份清單上現(xiàn)在又增加了信息過載。每天產(chǎn)生的數(shù)據(jù)量呈爆炸式增長,壓得人類和大小企業(yè)喘不過氣來。不過這給私募股權(quán)公司等各類投資者創(chuàng)造了機(jī)會(huì):將過載的信息轉(zhuǎn)化為智能數(shù)據(jù),幫助企業(yè)高層做出決策。

????它對于私募股權(quán)投資者而言意味著兩件事:其一,為了幫助廣大企業(yè)在這場信息革命中抓住機(jī)遇,一些初創(chuàng)公司正在開發(fā)應(yīng)用程序,建設(shè)基礎(chǔ)設(shè)施,提供相關(guān)服務(wù),私募股權(quán)投資人應(yīng)該投資給它們中的翹楚。其二,確保我們的投資組合公司有效利用以上提及的能力,實(shí)現(xiàn)自身的商業(yè)成功。

????大數(shù)據(jù)時(shí)代的巨大機(jī)遇已經(jīng)開啟:據(jù)國際數(shù)據(jù)公司(IDC)預(yù)計(jì),大數(shù)據(jù)的價(jià)值將會(huì)從2010年的32億美元增至2015年的169億美元。高德納公司(Gartner)的全球研究總管彼得·桑德加特稱,到2015年,全球?qū)⒂?40萬個(gè)崗位服務(wù)于大數(shù)據(jù)工作,其中190萬個(gè)在美國。他還預(yù)測這會(huì)導(dǎo)致倍數(shù)效應(yīng)——大數(shù)據(jù)領(lǐng)域每產(chǎn)生一個(gè)IT崗位,將由此增加三個(gè)非IT工作崗位。

????這個(gè)全新的時(shí)代到底有多新?有人說我們?nèi)匀惶幵诖髷?shù)據(jù)革命的初級階段,目前只是通過早期的風(fēng)險(xiǎn)投資公司收購年輕的創(chuàng)業(yè)公司參與其中。實(shí)際情況并非如此。我們所目睹的是企業(yè)智能的革命,企業(yè)持續(xù)改善著數(shù)據(jù)戰(zhàn)略。由于能夠更有效地對顧客數(shù)據(jù)、市場數(shù)據(jù)和產(chǎn)品數(shù)據(jù)加以利用,優(yōu)勝者正在從各個(gè)行業(yè)脫穎而出。

????今天的大數(shù)據(jù)并不等同于“智能數(shù)據(jù)”。直到不久前,商業(yè)智能指的一直都是讓IT部門能夠存儲(chǔ)及管理信息,以備企業(yè)高管人員定期查閱。這種智能處在決策過程的邊緣。即便如此,大多數(shù)企業(yè)依然廣泛地采用這些工具,這些公司的投資者也因此從中獲利頗豐。IBM收購了康格諾(Cognos),甲骨文(Oracle)收購了Hyperion,一批又一批初創(chuàng)企業(yè)因?yàn)橥瞥鰟?chuàng)新技術(shù)而成為業(yè)界領(lǐng)袖,取代前輩公司站上歷史的潮頭。

????大數(shù)據(jù)投資的第二步在于采取行動(dòng)。這一次,“智能”已不僅僅意味著數(shù)據(jù)報(bào)告。它將存在于機(jī)構(gòu)的核心、而不是邊緣,從單純地提供歷史參考轉(zhuǎn)變?yōu)樘峁╊A(yù)測信息,讓管理人員能夠做出更加明智的決定。為了匹配這些新的能力,企業(yè)開始建設(shè)新一層面的基礎(chǔ)設(shè)施、應(yīng)用和服務(wù)。沒有一個(gè)行業(yè)能夠置身這股潮流之外。投資者想要參與大數(shù)據(jù)革命可以有多種選擇。由于那些提供基礎(chǔ)設(shè)施的創(chuàng)業(yè)公司和早期風(fēng)險(xiǎn)投資公司中將產(chǎn)生新的明星企業(yè),因此我們認(rèn)為,巨大的成功將出現(xiàn)在那些幫助企業(yè)用戶實(shí)現(xiàn)大數(shù)據(jù)能力、提供智能應(yīng)用和服務(wù),或者在垂直行業(yè)內(nèi)找到全新商業(yè)模式的公司中間。

????The list of life's certainties has gotten longer. Along with death and taxes we can now include information overload. The amount of data generated on a daily basis has exploded, overwhelming people and organizations alike. This creates an opportunity for many types of investors, including private equity firms, to turn information overload into smart data that can drive decision-making at the highest levels of enterprise.

????For private equity investors this means two things: Investing in the emerging leaders who are building the apps, infrastructure and services that businesses need in order to capitalize on the data revolution, and ensuring that our portfolio companies are effectively using these capabilities to drive the success of their businesses.

????Welcome to the Big Data opportunity:? Research firm IDC expects Big Data to grow from $3.2 billion in 2010 to $16.9 billion in 2015. Peter Sondergaard, Gartner's global head of research, says that by 2015 we'll see 4.4 million jobs devoted to the global support of Big Data, with 1.9 million based in the U.S. He also predicts a jobs multiplier effect – each IT job created by Big Data will generate three more positions outside of IT.

????How new is this era, exactly? Some say that we are still in the nascent stages of the Big Data revolution, and the way to participate is via early-stage venture capital firms taking stakes in young startups. This is actually not the case. What we are witnessing is the?evolution?of enterprise intelligence, with companies continuing to refine their data strategies and sector winners beating their competitors by using their customer, market and product data more effectively.

????Until now, Big Data was not synonymous with "smart data." Business intelligence until recently has meant enabling IT departments to warehouse and organize information that might be reviewed periodically by senior managers.? The intelligence was on the periphery of the decision-making process. Still, most enterprises adopted these tools very broadly and investors in these companies profited. IBM acquired Cognos.? Oracle acquired Hyperion.? And innovation moved on to the next set of emerging leaders.

????The second act of Big Data is about action. This time intelligence will go beyond reporting. It will live at the heart of the organization, not at the edges. It will involve moving from historical insight to predictive information, enabling managers to make smarter decisions. To match these new capabilities, enterprises are building a new layer of infrastructure, applications and services.? No industry will remain untouched.? Investors have many options for participating in Big Data. While winners will be found among the startups and early stage venture capital firms providing the infrastructure layer, we believe that big successes will come from enabling the business users, providing intelligence applications and services or designing entirely new business models within verticals.

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