About the Client

• Client Profile : AIF in the public markets
• AUM : $600M
• Time to Production : 10 Weeks
• Internal Champion : Investments Head
• Year 1 Financial Impact : $145K - $210K

Before and After

Before

• Investment team making decisions with 6-month-old benchmarking data
• 400+ hours/year on annual comp analysis
• Too labor-intensive to run quarterly
• New deal diligence: 15-20 hours building comps from scratch each time

After

• Quarterly benchmarking - 4x fresher data for every IC decision
• 80 hours/year (analyst verification and edge cases only)
• Live feeds from NSE/SGX mapped to portco peers automatically
• New deal comps ready instantly - diligence cut 15-20 hours per deal

What we Deployed

• Programmatic market intelligence with dynamic comp mapping. Live data feeds pull earnings, multiples, and sector trends.
• Agents map portcos to public peers by business model and geography (not just sector code). Outliers auto-flagged for analyst verification.
• Exports directly to existing PowerPoint templates for IC presentations.

ROI Math (Year 1)

(Illustrative ROI estimate range based on observed workflow changes and standard labor rates. Final exact number depends on adoption and operating context )

Labor Recaptured - Comp Analysis (280 hrs saved/year × $75-$90/hr analyst rate)

Deal Diligence Acceleration

8-12 deals evaluated/year × 15-20 hrs saved × $75-$90/hr. Comps ready on demand.

Decision Quality - Operational Alpha

1 better-timed exit or 1 avoided mispriced deal per year at $300M AUM. Even a 0.05% improvement in portfolio returns = $150K.

TOTAL YEAR 1 VALUE

$21000-$25000

$14000 - $27,000

$110,000-$116,000

~$145K - $210K

Learnings and Challenges which we have since iterated upon

• Agent matched a portco to comps that looked similar on paper but had fundamentally different unit economics. Analyst caught it - the Al missed a business model nuance.
• When a portco is mid-pivot, the agent can't pick the right comps; analyst builds a custom set manually.
• When public comps restate earnings or complete M&A;, the agent flags the change but the analyst decides whether the comp is still valid.