Capstone – Project Charter

SaaS pricing analysis and recommendation for Mercatus, the leading alternative investment technology platform.

A Collaboration Between

Engagement Synopsis

Mercatus is the leading SaaS provider of alternative asset and investment management solutions, helping investors maximize returns, accelerate growth, and mitigate risk. Mercatus is the only platform to systematically consolidate asset and portfolio data, automate and control financial, operational, and ESG analyses, and streamline decisions and collaboration across the entire investment lifecycle. Many of the largest alternative investors and asset owners leverage Mercatus to manage over $525B of assets and investments across 118 countries and 11 asset classes. Mercatus is headquartered in Silicon Valley with offices in Austin, London, Rome, and India. Our CEO, a Notre Dame alum, is looking for intelligent, proactive, and resourceful Fighting Irish students to evaluate our pricing strategy and make a strong recommendation to improve it. The end deliverable will be 90-minute presentation to the CEO and Director of Product that succinctly summarizes the requirements above and makes a strong recommendation on how Mercatus should improve their own pricing strategy. Host Venue Address Austin, TX - 11801 Domain Blvd 3rd Floor, Austin, TX 78758 Required Prerequisites
  1. Work experience is enterprise SaaS preferred
  2. Familiarity with alternative investments, private equity, and/or project finance preferred
  3. Hunger to research enterprise software pricing strategies via available online resources
Learning Objectives
  • Students will learn about the $10+ trillion alternative investment industry
  • Students will have a deep understanding of alternative investment technology landscape
  • Students will learn how to be resourceful and conduct primary and secondary research
  • Students will know how to prepare a product pricing analysis
  • Students will learn how to deliver an actionable executive presentation to senior leadership

Company Information

CompanyMercatus, Inc
HQCalifornia
RevenueUnlisted
Employees25-50
StageHigh-Growth Startup
Hiring PotentialFollow-on Projects, Formal Internship
Websitehttps://www.gomercatus.com/

Company Overview

Mercatus is the leading SaaS provider of alternative asset and investment management solutions, helping investors maximize returns, accelerate growth, and mitigate risk. Mercatus is the only platform to systematically consolidate asset and portfolio data, automate and control financial, operational, and ESG analyses, and streamline decisions and collaboration across the entire investment lifecycle. Many of the largest alternative investors and asset owners leverage Mercatus to manage over $525B of assets and investments across 118 countries and 11 asset classes. Mercatus is headquartered in Silicon Valley with offices in Austin, London, Rome, and India.

Company Supervising Team

Director of Finance Operations

Shashank

[email protected]

Director of Product

Ali

[email protected]

Course Info & Engagement Details

SchoolUniversity of Notre Dame Mendoza College of Business
Engagement FormatCapstone - Small Team Consulting Project - Students work in small groups of 2-6 directly with faculty and host company project champions on developing real solutions to real-world challenges.
ProgramCollege of Business
Course2019 FALL – MBA Interterm (APPLY)
Level
Students Enrolled120 Enrolled, 4-5 per group per project
Meeting Day & Time10/14 - 10/17/2019 on-site at host company
Student Time Commitment1-3 Hours Per Week
Company Time Commitment3-5 Hours
Duration4 days (10/15/2019 - 10/17/2019)
Departments Involved
File Attachments

School Supervisors

Instructor

Alice

[email protected]

Students

There are currently no students assigned.

Collaboration Timeline

  • August 29, 2019

    Finalize Project Details and Legal Documents – We’ll help build to project and ensure it’s appropriate for a group of MBAs to complete over a one-week period.

  • September 13, 2019

    MBAs Select Projects – Students rank their top three projects and are assigned based on their backgrounds and skillsets.

  • September 30, 2019

    Students are Provided Background Information – Students begin to ramp up for the engagement

  • October 14, 2019

    STUDENTS ON-SITE: KICKOFF MEETING – Students begin to work on the project. Company introduces key personnel and answers questions about the business model and project.

  • October 16, 2019

    STUDENTS ON-SITE: WORKING WITH DAILY CHECK-IN

  • October 16, 2019

    STUDENTS ON-SITE: WORKING WITH DAILY CHECK-IN

  • October 17, 2019

    STUDENTS ON-SITE: FINAL PRESENTATION

Key Milestones & Project Process

  • October 17, 2019 - Mercatus pricing strategy analysis and recommendation

    Key Milestones & Project Process

    1. Review of Mercatus product, positioning, and pricing (led by Mercatus Supervisor)
    2. Review of Mercatus competitive landscape (led by Mercatus Supervisor)
    3. Summary of the latest trends in enterprise SaaS pricing strategy?
    4. How are pricing strategies different between vertical and horizontal SaaS?
    5. How have the following enterprise SaaS companies evolved their pricing strategies? What strategies has directly facilitated growth?
    6. Specific companies to benchmark key financial KPIs and analyze:
      1. Direct competitors: eFront, iLevel, AltaReturn, Preqin, Bison
      2. Public vertical SaaS companies: Veeva, Guidewire
      3. Public horizontal SaaS companies: Salesforce, Anaplan, Workday
      4. Asset Management Services Company: RadianGen, Quintas
        1. Resources: public filings, podcasts, former & current employees interviews, articles, online research, etc. (Note, direct competitor research will be provided by Mercatus).
    7. Identify the top three key influencers in enterprise SaaS pricing strategy (name, title, background, contact info)

    Mercatus will leave it to the students to best determine daily key milestones to meet the final end presentation deliverable. Students will have the Mercatus Supervisor available on site to bounce ideas off and help answer any questions.


    Suggested Deliverable:

    90-minute presentation to Mercatus CEO and Director of Product that succinctly summarizes the requirements above and makes a formal recommendation on how Mercatus should improve their own pricing strategy.