Deal-sourcing research in minutes, not hours
An asset management firm cut deal-sourcing research from around 10 hours to 15 minutes. Working with monō, the team reduced the time spent searching for potential investments, creating more capacity to assess them.
The workflow at a glance
The starting point was the research behind deal sourcing. We built a workflow connected to the sources the team already searched, then worked with the deal team to put it into production.
Before
About 10 hours
On deal-sourcing research.
What changed
- Existing research sources
- monō deal-sourcing workflow
After
15 minutes
On deal-sourcing research.
StrategyStart with the research bottleneck
Searching was where the team faced the greatest time burden, making deal-sourcing research a clear starting point. The focus was on reducing that effort: not replacing investment judgement, but freeing up time for the work that depends on it.
TechnologyConnect to the sources the team already uses
We built the deal-sourcing workflow on the monō platform and connected it to the sources the team already searched. The workflow focused on a defined task: the research that supports deal sourcing, rather than the entire investment process.
DeploymentBuilt with the deal team. Owned by the deal team.
We worked with the deal team to move the workflow into production. The team now owns it, with the capability in place for ongoing use rather than remaining a standalone demonstration.
ResultsMore capacity to assess potential investments
Deal-sourcing research fell from around 10 hours to 15 minutes. Less time spent searching leaves more capacity to examine potential investments and apply the team’s expertise to what comes next.
