Img-Reboot

Transforming Private Equity Operations with GenAI: Accelerating Insights and Driving $10M Savings

Client Overview

A leading Private Equity & Credit platform faced significant inefficiencies in processing and analyzing vast volumes of documents. Evaluating each investment opportunity required creating structured reports from unstructured data—a manual, costly, and error-prone process.

Key Challenges

  • Data Overload: High volumes of information were collected and collated for each deal.
  • Cumbersome Processes: Processing unstructured data required multiple checks and validations.
  • Resource Constraints: Manual workflows involved high-end financial analysts, escalating costs.
  • Delays & Inconsistencies: Lengthy due diligence processes created inconsistencies across deals.

Business Urgency

Investment opportunities in private equity are fast-moving, and every saved day directly impacts the success of the business.

Solution

Tredence deployed the ATOM.AI Document Summarization solution on the Databricks Data Intelligence Platform, creating a robust, scalable cloud infrastructure tailored for private equity firms and investment banks.

Core Components:

  • Secure, Scalable, and Flexible Deployments: Leveraged Databricks Model Serving and MLFlow for seamless updates to target LLMs and prompts.
  • Containerized Infrastructure: Operated within containerized environments for enhanced scalability and efficiency.
  • Advanced Storage Solutions: Secured data storage with NoSQL databases and object storage for unstructured data, ensuring rapid access and high availability.
  • Dynamic Updates for Generation: Lengthy due diligence processes created inconsistencies across deals.

Technology Stack

  • Databricks Brickbuilder Accelerators

Results

Icon Boost

Time Efficiency:
Achieved a 90% reduction in time required to gather and collate information.

Icon Boost

Cost Savings:
Delivered an estimated $8M-$10M in annual savings by reducing reliance on manual processes and enabling increased deal due diligence.

Icon Boost

Enhanced Productivity:
Empowered financial analysts to focus on high-value activities by eliminating repetitive, manual tasks.

Results

Talk To Us