BUSINESS SITUATION
A private equity firm was seeking to automate the search, discovery, and analysis of investor / target businesses, to expedite the screening research, enhance result quality and quantity of targets to have a competitive edge
ENGAGEMENT
- The team used our AI-powered web crawler to gather and analyze potential target companies from an acquisition perspective
- We worked with the client to access internal systems and third-party APIs, creating a central repository of target universe.
SGA APPROACH
- Internal data sources: Determined both internal databases / warehouses and external data sources including third party tools and software systems for comprehensive and robust data gathering
- External data sources: Aggregated publicly available data from government databases, industry reports, academic publications, and market research studies• AI-powered crawler development:
- Developed a scalable web crawler to handle large data volumes from diverse sources• Integrated AI and machine learning to dynamically navigate and extract relevant information
- Created algorithms to parse various web formats and used NLP for contextual data extraction• Implemented keyword matching and customizable lists for targeted data gathering.
The tool can help efficiently screen prospects by utilizing a range of apt search criteria and a relevancy score
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Once targets are shortlisted, the tool will enable deeper insights into specific companies by providing detailed information
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BENEFITS & OUTCOME
- Efficiency: Saved >50% of screening research time
- Better quality of prospects: Resulting prospects lists were broader and of higher quality compared to existing deal news aggregation tools
- Enhanced business impact: Enabled analysts to focus on higher-level cognitive analysis, decision-making, and due diligence
KEY TAKEAWAYS
- Comprehensive analysis, enabling more accurate and informed decision-making
- Automated the collection of relevant data, significantly reducing manual effort and operational costs
- Higher return on investment through improved business outcomes
