The Challenge
A private equity firm's origination team spent 2-4 hours per company manually gathering data from multiple systems (CRM, commercial databases, web sources). With only 5-10% of profiled companies matching their investment criteria, analysts were drowning in low-signal work while high-potential leads remained buried.
Our Solution
We built a bespoke AI-powered lead sourcing platform that:
- Automatically aggregated data from Salesforce CRM, DueDil company data, Valu8 valuations, and web sources
- Used Azure Machine Learning to score and rank companies based on historical deal outcomes
- Analyzed company websites with AI (translation, screenshots, business model summarization)
- Presented enriched profiles through intuitive Flask-based UI ranked by relevance
Results
8x
Increase in Qualified Leads
From 8% to 60%+ relevance rate
>90%
Time Reduction
From 2-3 hours to <15 minutes per profile
100+
Weekly Profiles
Platform scaled capacity without adding headcount
Key Impact
- Analysts shifted from data gathering to strategic analysis and relationship building
- Platform became daily "source of truth" for origination team
- Multi-language support enabled international deal sourcing
- Transparent ML scoring methodology built senior team confidence