Customer story
Centralizing Data:
How Sagard NewGen Strengthens their Deal Pipeline with Gain.pro
How Sagard NewGen Strengthens their Deal Pipeline with Gain.pro
Sagard NewGen is a Paris-based private equity firm that boasts a pan-European fund of over €300 million. Focused on high growth investments in the technology and healthcare sectors, they back profitable, Europe-based companies with revenues between €10 million - €150 million. What sets them apart is their dedicated Value Creation team that offers hands-on expertise in areas like go-to-market, tech, and M&A, supporting founders with tailored strategies to accelerate growth.
Sagard NewGen is part of Sagard’s international platform, which has assets under management of $30bn across 6 strategies, covering the full range of financing needs of growth companies. Leveraging flexible capital, an entrepreneurial culture and a global network, Sagard provides management teams with tailor-made support, a high value-added ecosystem, and international reach, with 7 offices in Europe, North America and Abu Dhabi.
The Challenge:
The Need for a Comprehensive Digital Solution
The Need for a Comprehensive Digital Solution
The Need for a Comprehensive Digital Solution
In their approach to investing, Sagard NewGen is highly selective, focusing exclusively on top-performing companies in the tech and healthcare sectors. To maintain this level of selectivity while ensuring a strong deal pipeline, the team wanted to have greater visibility on the top of their sourcing funnel. They also needed quicker access to structured, high-quality data and insights so they could screen more opportunities, more efficiently, without sacrificing depth of analysis.
"Our main goal in choosing a private market intelligence platform was to improve our approach to deal sourcing, and gain a clearer, more transparent view of our markets."
Martin Klotz
Associate Director at Sagard Newgen
"Our main goal in choosing a private market intelligence platform was to improve our approach to deal sourcing, and gain a clearer, more transparent view of our markets."
Martin Klotz
Associate Director at Sagard Newgen
"Our main goal in choosing a private market intelligence platform was to improve our approach to deal sourcing, and gain a clearer, more transparent view of our markets."
Martin Klotz
Associate Director at Sagard Newgen
They were ultimately impressed by Gain.pro’s comprehensive data coverage in their target regions as well as its easy-to-use interface, making it the ideal solution to enhance their operational workflows.
The Solution:
In-Depth Intelligence Designed for Private Equity
In-Depth Intelligence Designed for Private Equity
In-Depth Intelligence Designed for Private Equity
The team at Sagard NewGen turned to Gain.pro in search of a private market intelligence platform that aligned with their investment sweet spot and specific use cases. What stood out was the platform’s breadth and depth of data which is structured in a way that’s intuitive for private equity professionals, making it easy for them to use.
“What sets Gain.pro apart is the flexibility in which you can access data. Everything is interconnected making it easy to understand the full financial picture. It’s clear that you have private equity expertise and understand what we’re looking for. You speak our language and think the way we do, which isn’t the case with some other platforms.”
Martin Klotz
“What sets Gain.pro apart is the flexibility in which you can access data. Everything is interconnected making it easy to understand the full financial picture. It’s clear that you have private equity expertise and understand what we’re looking for. You speak our language and think the way we do, which isn’t the case with some other platforms.”
Martin Klotz
“What sets Gain.pro apart is the flexibility in which you can access data. Everything is interconnected making it easy to understand the full financial picture. It’s clear that you have private equity expertise and understand what we’re looking for. You speak our language and think the way we do, which isn’t the case with some other platforms.”
Martin Klotz
Use Cases:
Leveraging Gain.pro in Day-to-Day Operations
Leveraging Gain.pro in Day-to-Day Operations
Build a clear view of target markets and benchmark performance within industry reports
Build a clear view of target markets and benchmark performance within industry reports
Build a clear view of target markets and benchmark performance within industry reports
Identify sweet spot companies using AI-powered tags and filters
Identify sweet spot companies using AI-powered tags and filters
Identify sweet spot companies using AI-powered tags and filters
Research and analyze private market companies with in-depth company profiles
Research and analyze private market companies with in-depth company profiles
Research and analyze private market companies with in-depth company profiles
Monitor key companies and track developments using bookmarks
Monitor key companies and track developments using bookmarks
Monitor key companies and track developments using bookmarks
Support portfolio companies with intelligence, like competitors and market trends
Support portfolio companies with intelligence, like competitors and market trends
Support portfolio companies with intelligence, like competitors and market trends
“Gain.pro helps us access a broader set of potential targets and filter them using key KPIs. We can now build a long list and systematically analyze each company in greater depth.”
Martin Klotz
“Gain.pro helps us access a broader set of potential targets and filter them using key KPIs. We can now build a long list and systematically analyze each company in greater depth.”
Martin Klotz
“Gain.pro helps us access a broader set of potential targets and filter them using key KPIs. We can now build a long list and systematically analyze each company in greater depth.”
Martin Klotz
Impact:
Greater Efficiency Leading to Greater Value
Greater Efficiency Leading to Greater Value
Thanks to Gain.pro, Sagard NewGen has a broader view of their investment pool, enabling them to source more opportunities within their sweet spot and build a stronger deal pipeline. Despite reviewing a larger number of companies, the team can evaluate them more efficiently. “With Gain.pro, our junior team members no longer spend 10 hours a week building company profiles,” says Martin Klotz. Now, they can access all the information they need to evaluate a company directly within the profile, freeing up time for deeper due diligence and other high-impact work.
Thanks to Gain.pro, Sagard NewGen has a broader view of their investment pool, enabling them to source more opportunities within their sweet spot and build a stronger deal pipeline. Despite reviewing a larger number of companies, the team can evaluate them more efficiently. “With Gain.pro, our junior team members no longer spend 10 hours a week building company profiles,” says Martin Klotz. Now, they can access all the information they need to evaluate a company directly within the profile, freeing up time for deeper due diligence and other high-impact work.
“This makes our process smarter and more efficient. Additionally, by gaining more velocity at the top of the funnel, over the medium to long term, we expect to generate more value, partly by accelerating fund deployment.”
Martin Klotz
“This makes our process smarter and more efficient. Additionally, by gaining more velocity at the top of the funnel, over the medium to long term, we expect to generate more value, partly by accelerating fund deployment.”
Martin Klotz
“This makes our process smarter and more efficient. Additionally, by gaining more velocity at the top of the funnel, over the medium to long term, we expect to generate more value, partly by accelerating fund deployment.”
Martin Klotz
What’s Next:
Tech-Enabled Future with Gain.pro
Tech-Enabled Future with Gain.pro
Since procuring Gain.pro, the platform has become an integral part of Sagard NewGen’s deal sourcing process, saying “to save time and move faster, we always start with Gain.pro.” - Martin Klotz. As the platform continues to evolve with new features and functionalities, the team is gaining even greater efficiencies, ultimately helping them strengthen their edge in an increasingly competitive market.
Since procuring Gain.pro, the platform has become an integral part of Sagard NewGen’s deal sourcing process, saying “to save time and move faster, we always start with Gain.pro.” - Martin Klotz. As the platform continues to evolve with new features and functionalities, the team is gaining even greater efficiencies, ultimately helping them strengthen their edge in an increasingly competitive market.
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Product
Resources
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© 2025 Gain.pro, all rights reserved
Gain.pro is SOC 2 Type 2 Certified
Product
Resources
Reports
© 2025 Gain.pro, all rights reserved
Gain.pro is SOC 2 Type 2 Certified