AI-Powered Investment Intelligence in Private Equity & Debt Markets

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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.

Problems We Solve

We help private equity and private debt firms discover under-the-radar investment targets to enhance AUM. Prepare impactful and compelling investment communications, and improve and monitor the performance of portfolio companies to boost fund IRR. Our tailored solutions are an optimum combination of deep domain expertise, AI-powered insights, and an efficient, automated, modernized research process:

Optimized Capital Deployment

Efficiently identify strategic, IRR-enhancing targets, both platforms and add-ons, through a tech-enabled selection process.

Faster, Data-Driven, Efficient Investment Insights

Evaluate opportunities holistically based on market dynamics, macroeconomic trends, detailed financial forecasts, benchmarking, and valuation analysis, all powered by AI and automation tools.

Driving Portfolio Alpha

Enhance portfolio companies’ performance through strategic consulting, administrative & reporting support, periodic operating, financial benchmarking, and identifying strategic bolt-on acquisitions for inorganic growth.

Seamless Fund Administration and Compliance

Equip your operating partners with support in making the fund accounting process more efficient, ensuring accurate real-time investor reporting and staying compliant with evolving regulations.

Through our comprehensive solutions, we help PE and PD firms expand their AUM, boost fund returns, improve conviction in investment decisions, and strengthen relationships with limited partners through timely and accurate reporting.

Outcomes We Deliver

Our AI-driven insights, automation, and advanced analytics accelerate deal closure, uncover new opportunities, and drive ongoing business impact, giving investors a competitive edge, helping them make faster, data-backed decisions and maximize value creation.

Tech-Driven Data Analysis

We integrate AI/ML-powered techniques with our unconventional research capabilities to identify high-potential investments, emerging platforms, and strategic add-on opportunities that align with your investment thesis.

Modernized Research and BI Reporting

Our distinct solution offering a fusion of portfolio monitoring and business intelligence helps operating partners uncover performance trends, optimize portfolio strategies, and drive data-driven value creation.

Actionable Decision Intelligence

Our automation-driven process, rigorous analysis, and deep sector expertise provide data-powered conviction, streamline deal execution, accelerate investment decisions, and transform portfolio companies, enabling them to become strategically robust, high-performing enterprises.

Improved Compliance and Investor Relations

Our fund accounting and administration services include automated NAV calculations, waterfall distribution, LP/GP reporting solutions, and AI-powered performance calculations for investor communication.

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.

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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.

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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.

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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.

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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.

Contact us to explore how we can partner with you to boost your AUM, increase your IRR, and maximize the performance of PortCos.

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