AI Deal Lifecycle Tool Reduced Due Diligence and Investment Portfolio Research Time To 10 Minutes In Private Equity Firm
Enhanced competitiveness with intelligent AI recommendations for new investment opportunities
Due diligence and deal sourcing research time reduced from 1 week to 10 minutes
Background
This major European private equity firm manages assets in excess of £100 billion and specialises in investments in small to medium-sized enterprises (SMEs). While operating on a truly global scale, their strongest presence remains within the European market. Their teams serve an influential set of internal investment partners and decision-makers, whose insights and efficiency are critical to the firm’s competitive edge.
The investment teams faced significant challenges performing due diligence and deal sourcing across a vast universe of potential portfolio companies, due to both time needed and information accuracy across disparate data sources (public and internal). This process could take up to one week, including overview presentations of summarised information to senior partners. This slow, manual process, led to reduced deal velocity and a limited ability to pursue new opportunities in an agile way, particularly across international markets. The CIO saw an opportunity to build out a custom AI tool that addressed the entire deal lifecycle.
Solution
The AI deal lifecycle tool is a bespoke research companion, seamlessly integrated through native AI cloud services to consolidate a host of reputable third-party data streams alongside real-time web content and financial databases. This is accessed through a multimodal chat interface, accessible via mobile device, that partners can interact with using voice or text, only needing to provide the name of a target company.
The tool pulled from internal and external data sources, including in real-time and summarised key metrics such as EBITDA, revenue and M&A activity. As well as analysing requested target companies, the tool is able to scan markets and suggest potential expansion opportunities for future investment.
“I worked closely with WeBuild-AI who are developing highly tailored AI tools that will be incredibly valuable to every staff member working in the deal lifecycle.
These tools significantly enhance our productivity and efficiency, allowing us to perform analyses that we previously lacked the capacity to undertake, or to complete tasks in just 30 minutes that would otherwise take several weeks.
I’ve also noticed that the tool is easy to access and use for all employees, being highly available and in our own branding so it integrates seamlessly into our day to day.”
- Senior Partner, Private Equity Firm
Impact
Due diligence and deal sourcing research time reduced from 1 week to under 10 minutes.
Intelligent investment AI recommendations based on existing knowledge of strong markets, new market potential and opportunities to expand the portfolio.
Improved deal pipeline thanks to increased velocity of investment analyses.
Why WeBuild-AI
WeBuild-AI was chosen based on our reputation for architecting robust, sophisticated AI agent workflows that streamline decision-making in fast-paced, data-rich and highly-regulated environments. We demonstrated rapid prototyping capabilities, secure integration with trusted third-party data sources, and the flexibility to incorporate new data sets quickly.
