AI-Powered Investment Intelligence in Private Equity & Debt Markets
Stay Ahead of Competition with Unique Investment Insights
For several years, private investments have been in the limelight due to their significantly more attractive returns compared to other opportunities. Moreover, the strengthening base of dry powder has made it imperative for private equity (PE) and private debt (PD) firms to deploy these funds to the best companies and expand their portfolios. With increasing competition and regulatory complexities, PE and PD firms are focusing on four key areas for business impact:
- Sourcing, evaluating, and investing in top opportunities faster than the competition.
- Reducing time-to-invest using an efficient process that drives investment actions.
- Streamlining fund administration and accounting to ensure that the needs of regulators and investors are met.
- Measuring portfolio companies’ performance and suggesting ways to improve the same to boost the fund’s ROI.
Capabilities We Have
We empower institutional and boutique independent research firms by combining deep sector and asset class expertise with modernized solutions that make research relevant and consumable:
Data Activation for Business Impact
Analyze new platforms or add-ons across various parameters and data lenses while integrating GenAI-powered prospecting tools to filter out the best opportunities.
Comprehensive, Tech-Driven Research
Combine in-house capabilities of primary research, secondary research, social media analytics, and focused surveys to transform ideas into opportunities, both for the fund and its portfolio companies.
AI-Powered Financial Modeling and Valuation
GenAI-based tools that efficiently extract data from financial statements and legal documents, among other sources, for expediting the preparation of detailed financial modeling and valuation frameworks.
Analytics and Visualization
Customized dashboards that provide real-time performance reporting of KPIs at the fund level and help track operational and financial KPIs at the portfolio-company (PortCo) level.
Our Ins(AI)ghts
Case Study
Tech-Powered Portfolio Analytics: Streamlining the Periodical Tracking of Fund Performance and Reporting Using Effective BI Visualization
SG Analytics partnered with a leading US-based private equity firm to streamline and modernize fund performance analysis and investor reporting. By aggregating portfolio- and fund-level metrics using AI-powered data extraction and automating the calculation of return metrics like IRR, MoIC, DPI, and RVPI, SGA enabled the firm to deliver real-time insights through interactive Power BI dashboards. The solution improved data transparency, simplified performance benchmarking, and empowered LPs and GPs to make faster, data-driven investment decisions with confidence.
Case Study
AI-Driven Insight Generation: Efficient Extraction of Insights from Data Rooms, CIMs, Teasers, and Financials to Create Investment Memos
SG Analytics partnered with a global private equity firm to automate and accelerate the creation of investment memos by leveraging generative AI, vector embeddings, and graph-based data structuring. By extracting key insights from CIMs, teasers, and presentations using LLM-powered RAG models, SGA reduced memo preparation time by 60% and enabled the firm to evaluate 40% more investment targets. The solution enhanced deal throughput, improved decision quality, and allowed investment teams to focus on strategic growth opportunities across assets under management.
Case Study
AI-Powered Decision Intelligence: A Customized Web Crawler for Private Equity Firms to Curate an Actionable Target/Investor List
SG Analytics helped a U.S.-based private equity firm accelerate its investment screening process by building a scalable, AI-driven web crawler integrated with internal systems and third-party APIs. The solution aggregated and contextualized data from public, proprietary, and external sources using machine learning and NLP algorithms, creating a centralized repository of investable targets. As a result, the firm saved over 50% in screening research time, boosted target relevance by 40%, and empowered its front-end team to focus on high-impact due diligence and analysis.
