Four ad hoc research requests a day, replaced by self service.
Investment Intelligence Portal
Before
2 to 3 hours per request
Now
Instant
The challenge
A private equity investment team raised four or more ad hoc research requests every day, each costing two to three hours of analyst time.
What we built
A self service portal with pre built intelligence modules across eight sectors, natural language deal search, and instant generation of investment committee ready briefs.
How it runs
- BuildEight sectors pre built as intelligence modules
- SearchDeal questions asked in plain language
- GenerateCommittee ready briefs produced on demand
The result
- 4x
- Fewer ad hoc requests
- 8
- Sectors covered
- 2 hrs
- Saved per request
Built with
- Self service portal
- Deal search
- Sector intelligence
Run this in Financial Services
The same Intelligence portals build, scoped to your sources and your reporting lines.