Portfolio Analysis Process Automation
Tracking 100s of PE Funds. 100+ investments by each PE fund monitored daily to create standard reports.
Company Overview
A leading Investment Research back office service provider.
Business Challenges
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.
Completing quality research within a month for all the portfolio companies for all the PE funds.
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.
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.