私募股權在大數據革命第二階段大有可為

????大數據投資第二步行動中的優勝者已經開始嶄露頭角。企業又將如何在其中定位呢？首先，企業需要理解這場持續劇變帶來的機遇和威脅；其次，它需要開始在人才和技術上進行投資，避免輸在第二步行動的起跑線上。

????從執法部門到醫療行業，從金融領域到政府機構，各個行業都蘊藏著大數據投資的新一輪機會。我們認為，大數據正在改變企業處理商業問題的方式。提供大數據技術并助力商業創新的公司通通有機會實現巨大的成功。誰將會是大數據第二步行動的贏家？名單中肯定少不了對這一潮流進行有效投資的私募股權公司。而對于涉獵多種行業的投資者來說，他們需要確保自己的投資組合公司足夠重視大數據革命，在堆積如山的數據中開出一條道路，通往前方。

????霍莉·摩爾·海因斯是專注于科技領域的私募股權公司銀湖的董事總經理，主要關注公司的發展和中端市場戰略——銀湖須彌山（Silver Lake Sumeru）。她于1999年加入該公司，在加利福尼亞門洛帕克辦公室工作。

????譯者：嚴匡正

????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.