set out to change that. PrimaryBid’s infrastructure makes it possible for everyone to participate in IPOs and public company fundraises at the same time and price as institutional investors — without creating complexity for companies, financial institutions, or brokers.
"Our external analytics users are as important to us as internal ones. An IPO is a big, important moment in a company's story, so we want to quickly personalize reports and dashboards for each customer in order to improve their deal outcomes and leave a lasting positive impression. That's something we just couldn't do with generic analytics.
After the trial, the PrimaryBid team was able to build the first iteration of their external analytics product in just under. “The goal for the MVP was to create a portal for customers to log into where they could view dashboards customized to their business and use case,” explains Jonny. "The process of an IPO is often both exciting and stressful. You're exposing your company to the public market for the very first time and seeing how it responds. Having access to data that shows you your company's performance in real-time is a strategic advantage for our customers."Customers of PrimaryBid need to be able to quickly understand overall performance including demand, community involvement, and allocation.
Giving customers a great experience viewing data is just one of PrimaryBid’s goals for this feature. The other is to provide insights that can actually help teams improve the performance of a deal as it’s in progress. "When you test a SaaS product, the question is always: 'This vendor is being very helpful right now, but what will happen once I put pen to paper on the contract?' With Omni, the level of support and investment in PrimaryBid's success hasn't changed at all from our trial to now."During the implementation, the team discovered additional features that hadn’t been part of their original selection criteria but ended up making Omni much easier to use than Looker.
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