Result
- ▫️ 62% reduction in due diligence time for standard deals
▫️ Analyst coverage expanded from 35 → 120+ companies
▫️ Memo quality scored 4.8/5 by managing partners
▫️ 40% improvement in risk identification accuracy vs. manual workflows
▫️ 6.4x ROI in year one from faster diligence and fewer missed opportunities
How We Helped a Private Equity Firm 6.4x ROI by Automating Investment Research and Cutting Due Diligence Time by 62%
Client Overview
- ▫️Confidential (mid-sized private equity firm)
- ▫️Industry: Investment Banking / Private Equity Engagement
- ▫️Duration: 14 weeks Team
- ▫️Deployed: 2 AI engineers, 1 financial analyst, 1 data integration specialist from TechSteck Solutions
Goal
- ▫️ Automate document analysis to move 10x faster than manual review
▫️ Generate accurate, evidence-backed investment memos at scale
▫️ Identify regulatory and financial risks early—before diligence starts
▫️ Increase analyst capacity and improve deal screening efficiency
Problem
▫️ Analysts were spending days parsing through decks, term sheets, and SEC filings
▫️ Investment memos took too long to draft—and varied wildly in quality
▫️ Deal flow was bottlenecked by manual risk identification
▫️ Each analyst was limited to ~35 companies under review at a time
Solution
TechSteck Solutions delivered an AI-powered Investor Intelligence Co-Pilot: a financial research assistant that reads documents, calculates ratios, benchmarks competitors, and writes polished memos—with full sourcing and a built-in risk radar.
Powered By
▫️ GPT-4 for financial reasoning and narrative generation
▫️ AlphaSense API for real-time access to filings, earnings calls, and analyst commentary
▫️ Pinecone for vector storage of financial content
▫️ Custom NLP models for extracting metrics and management commentary
▫️ RAG-enhanced framework for risk scoring and investment thesis generation
How It Works
▶ Financial Document Processing
▫️ Auto-ingests and parses pitch decks, cap tables, and financial statements
▫️ SEC filing support (10-K, 10-Q, S-1, etc.) with structured metadata tagging
▫️ Call transcript analysis with sentiment detection for forward guidance
▫️ Preserves key financial context through custom chunking logic▶ Investment Analysis & Synthesis
▫️ Benchmarks financial performance against peers and sector averages
▫️ Calculates trends and ratios across multiple timeframes
▫️ Assesses competitive moat and market positioning
▫️ Evaluates executive team credibility and key person risk▶ Automated Memo Generation
▫️ Drafts full investment memos with citations and data back-up
▫️ Performs SWOT and sensitivity analysis
▫️ Summarizes red flags and open diligence questions
▫️ Prioritizes insights for partner review in minutes, not hours▶ Risk Monitoring & Heatmapping
▫️ Detects regulatory risks from disclosures and filings
▫️ Flags inconsistencies or anomalies in financial statements
▫️ Monitors real-time events affecting the investment thesis
▫️ Tracks macro conditions that impact portfolio performance
Conclusion
With the Investor Intelligence Co-Pilot, TechSteck Solutions helped the client transform slow, manual diligence into a high-speed, evidence-driven advantage—freeing analysts to focus on strategic thinking, not document digging, and enabling deal teams to move faster than the market.