How a Mid-Sized Private Equity Firm Used Linedata’s AI-Driven Data Management to Transform Portfolio Monitoring and Valuation Workflow
A mid-sized private equity firm was losing valuable time and insights due to fragmented portfolio data, manual workflows, and delayed reporting cycles.
With mounting pressure to move faster and operate leaner, they turned to Linedata’s Cognitive Investment Data Management solution. Our solution combines AI-powered efficiency, human analyst expertise, and workflow transformation to unlock analyst bandwidth and deliver faster, more accurate insights.
Key Outcomes:
- 40% faster valuation rollovers
- A 60-day reduction in reporting delays
- A 70% reduction in manual analyst workload
“The blend of AI-driven automation with hands-on analyst expertise transformed our data workflows. We’ve cut reporting delays by over two months and freed up 70% of analyst time, enabling us to focus on strategic value creation."
CFO, $4B Fund Manager
About the author, Munawar Gani
Munawar Gani is Vice President - Advisory at Linedata Global Services. With 18 years of extensive experience in capital markets and fund accounting technologies, he is a seasoned software development professional with a proven track record in serving hedge funds, private equity funds, and fund administrators. In his capacity at Linedata, he oversees multiple client engagements, ensuring the successful delivery of projects while cultivating strong, strategic relationships with clients. Munawar's leadership has played a pivotal role in delivering value to clients and in identifying and developing initiatives that enhance their overall experience.