AI-Powered Deal Sourcing Boosts Market Share by 25% for Investment Fund

Client Overview

A leading alternative investment fund managing over $50 billion in assets aimed to strengthen its competitive position by improving how it sourced, tracked, and analyzed deals. The firm’s legacy data infrastructure created silos between deal origination, advisor analysis, and market coverage impacting its ability to capture emerging opportunities.

Problem Statement

The client’s deal-sourcing process relied on multiple unconnected systems Preqin, PitchBook, CapIQ, SPS, and CRM platforms without centralized integration.

Key challenges included:

• Fragmented data sources: Deal information lacked consistency across regions and industries.
• Inaccurate mapping: More than 14,600 locations and 5,200 industry tags suffered from mismatched classifications.
• Duplicate and missing entries: Repeated or incomplete records obscured visibility.
• Manual validations: Time-intensive reconciliations slowed market response and decision-making.

These gaps limited transparency into advisor pipelines and deal-flow performance, slowing strategic evaluations.

Solution Provided

Decimal Point Analytics (DPA) designed an AI-driven Deal Intelligence Framework tailored for private equity and investment management teams.

1. Smart Data Integration
   Leveraged AI-based de-duplication and fuzzy-matching algorithms to unify firm, location, and sector data across multiple sources.
2. Deal Flow Analytics & Classification
   Built interactive dashboards to analyze deal stages by region, advisor, and sector enabling precision-based targeting for origination teams.
3. Automation & Exception Management
   Automated data-validation workflows and feedback loops, reducing manual interventions and error rates while ensuring consistency across 6,079 financial advisors and over 91,000 unique deals in the master dataset.

Outcome

• 90%+ Data Accuracy through automated validations and AI matching
• 5× Faster Evaluations of potential deals via unified dashboards
• Enhanced Deal Visibility for strategic and operational teams
• Advisor Benchmarking to identify top performers and streamline engagement
• 25% Increase in Market Share and 20% Reduction in Operational Costs

Key Takeaway

With AI-driven analytics and automation, the fund gained real-time transparency into deal pipelines, empowering CXOs and portfolio leaders to make data-driven investment decisions faster and with higher confidence.

Looking to transform your deal-sourcing strategy?
Partner with Decimal Point Analytics to automate, visualize, and optimize your investment data ecosystem.