CASE STUDY
Streamlining diligence to exit: Platform modernization for private equity operations
IMPACT SUMMARY
$
0
M
Operational savings
Annual cost reduction across portfolio back-office functions
↑
0
%
Faster deal turnaround
Time shaved off diligence-to-close cycles
0
x
Efficiency gain
Increase in platform usage across portfolio teams
+
0
K
Annual hours saved
Human hours saved from manual reporting and tool-switching
Project Snapshot
A mid-market private equity firm struggled with platform sprawl, inconsistent reporting,
and data integrity issues across its portfolio. Each investment operated on different
systems, making it difficult for partners to get real-time operational insights or enforce
standardized governance. During exits, delays from poor data synchronization and
fragmented platforms jeopardized deal timelines and valuations.
Our Solution
We consolidated and standardized the firm’s deal and portfolio management systems
using a custom Salesforce-based solution integrated with ServiceNow and key financial
tools. Our AI agents modeled data flows, flagged discrepancies, and tested sync logic
across entities—ensuring smooth reporting, compliance, and inter-platform
interoperability. Within 90 days, portfolio teams were onboarded onto a unified
architecture, with dashboards delivering near real-time insight into performance, risk, and
value creation progress.
SERVICE MIX
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Move past the hype. Get real world results – fast.
Move past the hype.
Get real world results – fast.