We see value where
others do not.
And build value in
ways others cannot.
$20+ billion: Enterprise value of
$70+ billion: Transaction level
revenue data analyzed.
Transforming Investing Through Data Science
Enterprise value of investments closed
Transaction level revenue data analyzed
IP and research in data science
Two Six Capital has pioneered Data Science for Private Equity. We combine the power of large scale Engineering and Statistics to make smarter investment decisions and build value. We have built a Cyborg – the combination of hypotheses-driven human judgment coupled with large scale machine driven statistical analysis. This allows us to see the value where others do not, and create value in ways others can’t.
Two Six is founded on over 25 years of intellectual property and research in Data Science. The firm’s innovative process has been applied to over 30 companies in partnership with top-tier global private equity institutions. We have participated in marquee growth buyouts whose combined enterprise value exceeds $20 billion. The Two Six Platform has accumulated knowledge stored in over $70 billion of granular transaction-level data, the largest scale in the private equity asset class.
To learn more about our founding story, click here, here, and here.
Two Six Capital has pioneered Growth Buyouts Powered by Data Science by building the world’s most granular, bottom-up revenue model. Our big data platform ingests granular “digital receipts”, unpacking the fundamental operating drivers of the business. This allows us to understand and project revenue growth by individual customer, product SKU, and channel. Our investment process spans the entire private equity lifecycle in both proprietary situations and formal banker-led processes. Our involvement ranges from pre-investment commercial diligence to providing board level insights post-investment, and determining optimal exit horizon. The dynamic permutations of cohorts inform investment committees, lenders, ratings agencies, and LPs underwrite to well-substantiated leveraged investment decisions.
Understand the past and forecast future business drivers using statistics.
Advanced analytics platform built for investment due diligence and value creation.
Scale and speed: Granular transaction-level data ingestion and high frequency analyses using proprietary models.
Investment due diligence, co-investment, and value creation for portfolio companies utilizing big data.
Revenue projections based on unit-level company growth and quality of customers, products, and channels.
Optimized equity and debt structure based on lifetime value (LTV) of customers and products.
Applicable to any company that has any ONE of the following characteristics: Large number of customers, products, or channels.
- Business Services
Investment conviction through a unique combination of Investors, Consultants, Data Scientists, and Data Engineers.
World class research developed at The Wharton School, University of Pennsylvania.
Two Six Capital serves on the Advisory Board of the Wharton Customer Analytics Initiative.
Recognizing data is an underutilized corporate asset, we bring Data Science domain expertise as a differentiated weapon to private equity investing. We partner with management teams deluged in data but starved of insights and with top-line growth oriented private equity firms. Our human judgment starts by asking the right investment questions, identifying which hypotheses prove or disprove an investment case, and how value can be increased in a target asset. Collectively, we unlock actionable insights from internal company data to realize full business potential and drive higher returns.
TWO SIX CAPITAL
201 California Street, Suite 440
San Francisco, CA 94111
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All rights reserved.