AI strategy and execution for Private Equity

Palomar Group has accelerated investment diligence with Generative AI.

Industry Sector

Private Equity

The Challenge

Processing and analyzing data from inbound investment memoranda is a time-consuming and error-prone manual process for most private equity investors. Highly paid investment bankers are tasked with this manual process—a perfect opportunity for a GenAI solution.

Palomar's Solution

We developed a GenAI-powered application featuring precision data transformation and data validation capabilities. This solution automatically ingests and analyzes complex investment memoranda documents.

Key Results

The process time to accurately transform investment memoranda data into standard financial statements and 1-Pagers was reduced from 90 minutes to 3 minutes, making it 30x faster. This saves hundreds of hours of manual work for investment bankers and significantly improves the accuracy of analysis.

Technology Stack

AI-powered app, precision data transformation, and data validation.

Start Your Project!

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