November 11, 2020
500 Fortune - Case study

Auto-Scraper for Trillion-Dollar Asset Management Firm

The Problem A trillion-dollar asset manager was looking to automate their data collection and processing for an internal Client Services tool. Their Operations Analyst team spent multiple hours every day of Q4, manually checking 350+ asset manager websites (8,000 tickers) for newly posted capital gains. The challenge of this particular Robotic Process Automation (RPA) project revolved around the creation of a data scrape orchestration framework […]
April 9, 2018
Sales Optimization in Private Equity Phase 4

Improve Portfolio Company Efficiency

Sales Optimization in Private Equity Phase 4: Improve Portfolio Company Performance The Challenge A leading Private Equity and Venture Capital firm, with over $20B under management, requested an end-to-end data audit of their deal platform. They were looking to evolve the platform to make a scalable and unified sourcing tool with consistent architecture and infrastructure. They wanted an independent third-party to assess the technical decisions […]