Challenge
A leading private equity fund spends significant time processing the high volume of incoming investment teasers and extracting standard data points. Manually converting these documents into the internal investment memo format is time-consuming and ties up resources.
Solution
Development of an AI-powered screening solution that automatically evaluates investment teasers against specific criteria and prepares them for review. The system preserves the fund’s structure, tone and writing style — and enriches the content with additional market insights.
Results
1
Reduce Memo Preparation Time by Several Hours per Week
2
More Time for Senior Analysts
3
Greater Focus on Higher-Value Work