私募股权在大数据革命第二阶段大有可为

    大数据投资第二步行动中的优胜者已经开始崭露头角。企业又将如何在其中定位呢？首先，企业需要理解这场持续剧变带来的机遇和威胁；其次，它需要开始在人才和技术上进行投资，避免输在第二步行动的起跑线上。

    从执法部门到医疗行业，从金融领域到政府机构，各个行业都蕴藏着大数据投资的新一轮机会。我们认为，大数据正在改变企业处理商业问题的方式。提供大数据技术并助力商业创新的公司通通有机会实现巨大的成功。谁将会是大数据第二步行动的赢家？名单中肯定少不了对这一潮流进行有效投资的私募股权公司。而对于涉猎多种行业的投资者来说，他们需要确保自己的投资组合公司足够重视大数据革命，在堆积如山的数据中开出一条道路，通往前方。

    霍莉·摩尔·海因斯是专注于科技领域的私募股权公司银湖的董事总经理，主要关注公司的发展和中端市场战略——银湖须弥山（Silver Lake Sumeru）。她于1999年加入该公司，在加利福尼亚门洛帕克办公室工作。

    译者：严匡正

    The winners of the second act of Big Data are now emerging. How can an organization place itself among them? First, it needs to understand the opportunities and the threats of this continuing, massive change. Second, it needs to start investing now in people and technology in order to avoid missing out as the second act unfolds.

    A new set of Big Data investment opportunities exists in players ranging from the law enforcement and healthcare sectors to finance and government. We believe that Big Data is transforming how enterprises approach business issues. Providers of enabling technologies and business innovators all have opportunities for enormous success here. Who will be the winners in Big Data's second act? The list will certainly include private equity firms who can effectively direct investment in the trend. As for generalist investors, they should make sure their portfolio companies have an eye on the Big Data evolution to leverage their mountains of data and to see the road ahead.

    Hollie Moore Haynes is a managing director with tech-focused private equity firm Silver Lake, where she is focused on the firm's growth and middle-market strategy, Silver Lake Sumeru. She joined the firm in 1999, and works out of its Menlo Park, Calif. office.