Powering Alternative Investments with AI and Data-Driven Alpha
Reimagining Alternative Investments with Technology and Insight at Scale
Outcomes We Deliver
We help technology providers to alternative investors move beyond operational firefighting into intelligent orchestration. Our integrated solutions bring together the power of data, AI, and automation to enable:
Faster Time-to-Insight
By simplifying data origination, aggregation, and management, we ensure firms can surface investment signals with speed and clarity.
Scalable Onboarding & Support Models
Intelligent workflows and embedded service frameworks reduce turnaround time and elevate client servicing standards.
Informed Decision-Making
From portfolio-level intelligence to asset-specific tracking, we build capabilities that enable confident investment choices across asset classes.
Operational Agility
Automation-first solutions empower teams to scale with efficiency, optimize costs, and reduce errors.
Connected Data Ecosystems
Unified data architecture forms the foundation for seamless, secure, and intelligent investment operations.
Capabilities We Have
We leverage an integrated suite of AI, data, and technology-driven capabilities to drive success:
Categories We Serve
We build pipelines that ingest diverse data sets, unify sources, and enhance transparency for front-office and back-office functions alike.
Our AI-led solutions automate critical processes, from ownership data extraction to validation, enabling faster updates and enhanced compliance.
From level 1 troubleshooting to level 2 complex issue resolution, we operationalize scalable support models that deliver measurable efficiency and elevate client satisfaction.
Document & Data Sourcing
We build pipelines that ingest diverse data sets, unify sources, and enhance transparency for front-office and back-office functions alike.
Ownership Extraction & Workflow Automation
Our AI-led solutions automate critical processes, from ownership data extraction to validation, enabling faster updates and enhanced compliance.
Support Services & Service Desk Models
From level 1 troubleshooting to level 2 complex issue resolution, we operationalize scalable support models that deliver measurable efficiency and elevate client satisfaction.
Our Ins(AI)ghts
Case Study
Streamlining Exception Management with ML Automation
SG Analytics partnered with a leading financial services client to automate its exception management workflow, which was previously hindered by manual ML configuration and slow document processing. By implementing a unified AI/ML-powered data extraction framework, automated reporting, and real-time monitoring tools, SGA reduced processing cycle time by 70% and improved extraction accuracy from 55% to 80%. The solution enabled scalable document handling, minimized human intervention, and ensured continuous performance optimization, future-proofing the client’s operations as data volumes and onboarding needs grew.
Case Study
Automated Document Retrieval for Alternate Investments
SG Analytics enabled a leading financial services firm to streamline the retrieval of investment documents across 200+ portals and 20,000+ logins, overcoming challenges posed by multi-factor authentication (MFA) and manual workflows. Through a robust combination of AI-driven automation, intelligent document processing, and scalable RPA architecture, SGA achieved 98% automation coverage, with onboarding completed in just two weeks. The solution also delivered real-time failure resolution, handling up to 300 cases daily, while ensuring secure, compliant, and future-ready operations.
