Financial Intelligence Platform Runs Market Analysis In Under 30 Minutes for Private Equity Firm
Junior analyst time spent on market intelligence reduced by 80%
New insights provided in real-time, enhancing market-driven decision making and competitive insights
Background
A global private equity firm managing approximately $7 billion in assets, has a strategic focus on investments in enterprise technology, mobility businesses and professional services in the US and North America.
The firm identified a critical need for enhanced market intelligence. Each year, junior analysts dedicate up to six weeks manually reviewing nearly 5,000 private equity deals to validate market structure, deal activity and competitor investments. This labour-intensive process delivered a retrospective, annual snapshot, which limited the firm’s ability to react to market changes and identify real-time opportunities. The resulting intelligence was neither real-time nor provided at regular intervals, such as quarterly or monthly, constraining strategic decision-making and increasing operational overhead.
The opportunity for automated analysis and recommendations from proprietary and public data sources could lead to enhanced competitive edge and maximised investment returns, so the Head of Digital and Data Transformation began looking for a business partner to build a custom solution.
Solution
The AI-driven market intelligence platform integrated deterministic and non-deterministic AI agents to continuously ingest, process and analyse deal flow data from proprietary sources, editorial bureaus and 3rd party market data feeds.
The interface was built to be interactive, with real-time alerts and advanced competitor intelligence, enabling dynamic views of market structure and deal activity at any interval.
To ensure data governance and compliance, data sets were made visible based on role and level in the business. Individuals could also upload their own documents or data sets, including confidential data, whilst maintaining security and controllable visibility.
Finally, as a multi-national firm, the dashboard was easily able to toggle between languages and responded to whichever language was input by the user.
Impact
Analyst time spent on market intelligence was reduced by over 80 percent, freeing up resources for higher-value activities.
The 8-week competitor analysis process can now be run end to end in under 30-minutes with authenticity and trust integrated into the system, as the lineage of data can be tracked from source systems and feeds, right through to analytical insights.
Competitor intelligence has also shifted from an annual exercise to weekly process, meaning our customer has more relevant and up to date information on their competitors' investments.
Why WeBuild-AI
With our leading expertise in explainable and trustworthy AI, and our proven capability in advanced natural language analytics, the customer knew they’d be able to derive actionable and traceable insights across the business.
Our ability to design agent systems that combine determinism and non-determinism, ensuring actions are both predictable and adaptive, further enhanced compliance and stakeholder confidence. Finally, our transparent, reproducible and authentic methodology has meant this customer joined others in their sector to build a custom platform with WeBuild-AI.
