Automotive Case Study
Client Data Profile
• Client has over 70 million data points spanning parts and services, invoices and financial information, CRM and vehicle information.
• A B2B and B2C SaaS services for retail of new and pre-owned Trailer industry parts, servicing, Commercial and Personal Financing products.
Objectives
• The client had a data valuation completed to reinforce financial strength of existing data driven assets to enable them to leverage their data assets as collateral within a financing transaction.
• The client was additionally looking to understand the use of the data valuation in relation to data funding and leverage for business growth.
• To understand the value of the client’s customer list/CRM data in order to add value to their balance sheet.
Our approach
Methodologies Utilised
A mathematical hybrid of:
Customer Lifetime Value Method: Determining the customer list value using relative customer value, duration and costs associated with storing customer information.
Cost Method: Determining the price point and replacement value of data, with client specific financials and statistics, in addition to extra research to ensure the values align with industry standards
Rationale for models selection
Due to the existence of an owned data repository, replacement costs for data that can be leveraged and the existence of customer information in a CRM database.
Insights & Recommendations
• Data Value as an intangible asset
• Pricing validation and replacement value
• New KPI’s based on data asset value for statutory reporting
• Recommendations on data asset backed lending for collateralization and leverage
• Additional intangible asset value