CASE STUDY
Annual cost reduction across portfolio back-office functions
Time shaved off diligence-to-close cycles
Increase in platform usage across portfolio teams
Human hours saved from manual reporting and tool-switching
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.
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.
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