BUSINESS SITUATION
- The client, a leading private equity firm regularly encountered a high volume of companies seeking fundraising opportunities. Financial models submitted in the pre-screening phase for analysis required manual processing to generate comprehensive financial summaries
- This manual approach often led to inconsistencies and posed challenges in maintaining the firm's branding standards
ENGAGEMENT
- We developed a system that efficiently extracts key financial parameters from the financial model into a concise standardized format capturing all relevant ratios and KPIs
- Our solution facilitates rapid and focused analysis of extensive documents.
SGA APPROACH
- Designed a solution using four models: GenAI, OCR, NLP and ML
- Textual Data Extraction: Retrieve information from databases, documents, and graphs.
- Image Data Processing: Extract data from visual media.
- Data Organization: Efficient data structuring and storage
- Advanced Data Analysis: Employ programming languages for complex data
- Data is presented in a standardized format using clients’ branding guidelines, for quick and effective decision making
- Tool to give a preliminary assessment based on the defined criteria
Data extraction using GenAI for automating financial summary creation for faster and more consistent deal evaluation
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BENEFITS & OUTCOME
- Saved approx. 80% of the processing time
- Ensured uniform presentation of financial data across all evaluations
- Offers quick, informed decisions with preliminary assessments based on defined criteria
KEY TAKEAWAYS
- Automates the time-consuming process of data extraction, processing, and analysis, significantly reducing the time required to generate financial summaries
- Ensures high accuracy in data extraction and analysis, minimizing human errors and maintaining consistent evaluation standards across all assessments
