Private Equity

Client

Private Equity Firm

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Problem

An internal database of companies and people  was large and expanding in data sources. There was critical data in-house for business development and investment research teams but it was difficult to leverage given data structure and need for complex SQL queries. Because of the many sources of data, key information can be captured and structured in a number of ways. The lack of data accessibility was restricting the ability to use data assets to improve operations.

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Plan

Leverage AI based search and data cleansing in order to create a chat based application that can help users query internal data stores. Improve both the accessibility of data and the quality of search results through novel search methods.

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Results

AI application is being used in business development process resulting in a 5x improvement in lead quality enabling more acquisition prospects in pipeline.

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RESULTS

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