-
35%
Faster turnaround time with increased accuracy
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~60%
Enhanced bandwidth for onshore teams
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~$3M
Annualized cost savings
CLIENT CHALLENGES
- Inefficient portfolio data management and analysis
- Cost-heavy data operations and manual workflows
- Manual data extraction leading to inconsistencies and scaling challenges
OUR APPROACH
- Developed fund data extraction framework for efficiency gains
- Automated fund data extraction from PDF documents into predefined excel templates, based on data mapping provided by Acuity Data Ops team for new and existing funds
- Automated data validation for missing data, data type discrepancies and highlight cells without data in the template to inform the Acuity Data Ops team
- Implemented 3-Tier quality checks during the entire data journey
- Developed, maintained and enhanced framework to convert excel data template files into Parquet files and upload into AWS S3 buckets post validation
IMPACT DELIVERED
- 5,300+ funds coverage, 30K+ underlying portfolio companies, 5M+ KPIs updated annually, 50K+ fund documents managed
- Implemented a scalable solution taking into account the existing infrastructure and models.
- Robust solution with high quality output, driven by subject matter experts and rigorous quality check process.
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