In the fast-paced world of private market investing, time is money. Investment professionals are often bogged down by repetitive and time-consuming tasks that detract from higher-value activities such as understanding market dynamics—growth, future trends, the competitive landscape, and more. Intrinsiq automates these manual, mundane workflows, thereby saving time, reducing errors, and enabling investment teams to focus on what truly matters: making informed, data-driven decisions..

Streamlining Financial and Operational Analyses.

One of the most labor-intensive tasks in investment firms is building financial models and analyzing companies. Analysts spend countless hours constructing detailed financial models, performing sensitivity analyses, and evaluating various scenarios to understand potential outcomes. Intrinsiq automates these complex processes by enabling instant, automated financial analysis.

In addition to automating these analyses, Intrinsiq goes much deeper than Excel. For example, beyond the typical company analysis, the platform enables further analysis of specific customer segments (e.g., customer type, country, vertical) or customer cohorts. It also allows for benchmarking target companies against the most comparable ones investors have evaluated in the past, while identifying emerging market trends.

Moreover, Intrinsiq allows users to download the calculations and formulas used for every analysis and metric directly to Excel. In this way, users maintain full control over the data and analysis.

The advantages for Investment Teams are clear: faster, more efficient, and deeper management of deal flow companies. By significantly reducing turnaround times and providing deeper insights, Intrinsiq enables teams to evaluate more companies in less time and make better-informed investment decisions across the board. This leads to better overall investment outcomes.

At the same time, Finance Teams benefit from unparalleled insights into the performance of their portfolio companies. Intrinsiq’s automation ensures that they can gain these insights without dedicating countless hours and days to manual analysis. This allows finance teams to track and monitor performance in real-time, ensuring they have accurate data at their fingertips without the usual time drain.

This automation leads to significant time savings, as illustrated by a small investment fund with just 10 employees that saved between 300-500 days annually on detailed company analyses alone. 

Simplifying Data Retrieval

A common challenge for both investment and finance teams is the time-consuming process of searching for and retrieving data or key metrics of companies. Often, these data points are stored somewhere on the company’s drive, hidden within countless Excel and PDF files, making it difficult to locate them when needed. This issue is further compounded by frequent questions from investment teams to finance, requesting specific figures on portfolio companies, which slows down decision-making and drains valuable resources.

Intrinsiq addresses this by providing a centralized platform where all relevant data—whether from portfolio companies or companies that were considered but not invested in—is readily available. By housing all this information into a single, easily accessible platform, investment teams can instantly retrieve the data they need without depending on finance for updates or wasting time searching through multiple drives or platforms.

This streamlined access saves time and boosts productivity, allowing teams to focus on analysis and decision-making. For a small fund of 10 employees, this improvement alone can save up to 32 days per year, enabling investment and finance teams to work more efficiently with readily available data at their fingertips.

Automating Data Entry and Standardization

Another key challenge finance teams face is dealing with portfolio companies that often report financial data in PDF format. When finance teams need to use this data for further analysis or for reporting purposes at the fund level, they must manually extract and re-enter the data from these PDF files, a highly time-consuming and error-prone process.

Intrinsiq’s proprietary AI technology automates the extraction of data from both Excel and PDF files and standardizes it across all reports. With this technology, financial data from portfolio companies is automatically processed and organized in a consistent format that is ready for analysis. This saves finance teams countless hours of manual work and ensures that all data is standardized, making it easy to benchmark, analyze, and report across the entire portfolio by using Intrinsiq. By automating data entry and standardization, Intrinsiq empowers finance teams to access and analyze accurate, up-to-date financial data without the need for tedious manual processes.

Investment Teams also benefit from this feature, as they frequently receive financial data from deal flow companies in PDF format. With Intrinsiq’s solution, they can easily extract, centralize, standardize, and analyze this data, allowing them to quickly assess whether a company is a promising investment opportunity. Furthermore, by processing and storing insights from all companies they evaluate, investment teams build a comprehensive knowledge base over time, helping them make better-informed decisions in the future.

Enhancing Portfolio Reporting

Portfolio reporting is often a time-consuming task due to the need to gather data from multiple portfolio companies. In many funds, different individuals are responsible for collecting data for specific companies, making it a challenge for the finance team to ensure that all required data is complete and submitted on time for reporting purposes. This process is often delayed by incomplete or missing data, preventing timely reporting.

Intrinsiq automates this process by providing the finance team with real-time visibility into which data has been uploaded and which is still missing. The platform consolidates all data submissions into one central dashboard, updating automatically as new data is added. This allows the finance team to see, at a glance, which companies have provided the necessary data and which still need to submit information. Once data is uploaded, it is immediately reflected in the overview, along with details on the time period the data covers. This automation saved 45 days annually for a small fund of 10 employees by streamlining the reporting process and ensuring that reporting can begin as soon as data is available.

Conclusion

Intrinsiq transforms how investment firms operate by automating the manual, mundane workflows that consume valuable time and resources. By streamlining processes such as financial analysis, comparative analysis, data retrieval, data entry, and portfolio reporting, Intrinsiq significantly boosts efficiency, enabling investment professionals to focus on higher-value activities. While the time savings alone are substantial, the deeper insights provided by Intrinsiq further enhance decision-making, leading to better investment outcomes and a more strategic allocation of capital.