CASE STUDY
Modernizing the deal engine: How one PE firm transformed its investment operations
IMPACT SUMMARY
↑
0
%
Increase in platform adoption
Across investment, risk, and ops teams in under 6 months
$
0
K
Annual OPEX savings
Through rationalized SaaS spend and reduced manual processing
0
x
Improvement in deal evaluation speed
From 3 days per deal to under 6 hours
+
0
K
Deals evaluated
From reactive to proactive insight delivery firm-wide
Project Snapshot
A mid-sized private equity firm was struggling with legacy systems, fragmented deal data,
and siloed workflows across teams. Investment analysts, operating partners, and finance
leads each relied on separate tools—from Excel trackers to outdated CRMs—making
collaboration slow and due diligence inconsistent. The lack of real-time insights and
cross-functional visibility introduced unnecessary delays, risks, and inefficiencies at every
stage of the deal lifecycle.
Our Solution
We architected a cloud-native digital operating platform that unified investment
evaluation, portfolio management, and operational oversight into one intelligent
ecosystem. By integrating third-party data sources, internal scoring models, and AI-driven
alerting, we enabled faster deal triage, smarter portfolio tracking, and real-time
collaboration. Redundant tools were decommissioned, workflows automated, and
governance streamlined—driving adoption, speed, and ROI across the firm.
SERVICE MIX
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Move past the hype. Get real world results – fast.
Move past the hype.
Get real world results – fast.