Portfolio Analysis Process Automation​

Tracking 100s of PE Funds. 100+ investments by each PE fund monitored daily to create standard reports.

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A leading Investment Research back office service provider.

Challenge

Each PE fund website has different way of presenting their investments​.

Each PE fund website has different way of presenting their investments​.

Few critical information is only available in the portfolio company website. Few details only available in Press releases.

Few critical information is only available in the portfolio company website. Few details only available in Press releases.

Completing quality research within a month for all the portfolio companies for all the PE funds​.

Completing quality research within a month for all the portfolio companies for all the PE funds​.

Subjective manual SME led process. Error prone.

Subjective manual SME led process. Error prone.

Botminds Solution

Configured Intelligent crawler that monitors & loads PE company website as well as portfolio companies along with Integrated press release monitoring.​

Configured Intelligent crawler that monitors & loads PE company website as well as portfolio companies along with Integrated press release monitoring.​

Auto Extract key data from 100's of PE funds and create a standard reports in minutes.

Auto Extract key data from 100's of PE funds and create a standard reports in minutes.

Automated single summary creation. Human in the loop verification of auto generated report.

Automated single summary creation. Human in the loop verification of auto generated report.

Results

Day 1
Simple Integration

Set up within a day instead of weeks – no dependency on tech team.

75%
Increased Productivity

Accuracy in three weeks, with continuous improvement of model with feedback from SMEs​.

90%
Time Saved

Say Goodbye to manual analysis, SMEs are doing only verification​.

100%
Accurate Data

Train few examples and leverage accurate data for voluminous Profile analysis

See Botminds Platform In Action

Learn how Botminds Intelligent Document Process can drive ROI, reduce costs, and save time for your business.

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