Challenge

The investment company was extremely talented at finding good investments, but qualifying investments out and conducting research had become a bottleneck in the business and meant they were unable to select as many potential companies in each chosen industry as they’d like for screening.

Solution

Using Machine Leaning and AI, we built a solution to find good investments in a given industry with a population of over 17,000 companies and a varying degree of complexity. The client could then select potential companies and our AI tool would automate the email marketing and outreach to that company based on the information we’d gathered online.

Results

1.The company were able to speak to dozens of companies for a single investment vs a handful, improving potential ROI.

2.As the investment company refined their criteria, the model became more complex and offered more tailored suggestions.

3.It allowed the company to carry on using their intangible expertise to build deal-craft and a good portfolio vs doing manual repetitive tasks.