Blog

Gaining the Competitive Edge: Unleashing the Power of Digital Transformation in Private Equity

Jun 15, 2023 | 3 min read

How can Private Equity firms leverage strategic digital transformation, innovative technologies and hyperautomation to get ahead of the competition, boost performance and maximize ROI?

We know digital transformation is a top priority for businesses across all industries. But in recent years, adoption within private equity firms has seen wide-scale acceleration, creating a highly competitive environment.

In this blog, we’ve identified three key stages at which hyperautomation in particular can transform operations and add immense value to Private Equity firms.

What is Hyperautomation? – a cutting-edge approach that combines artificial intelligence, machine learning, robotic process automation and generative AI. At Roboyo, we maximize the power of hyperautomation in the context of strategic transformation.

1. Deal Due Diligence

One of the most time-consuming, labor-intensive functions within Private Equity firms comes during the deal acquisition phase. Firstly, it proves time-consuming to identify potential targets for investment. And subsequently, deal evaluation and execution processes are typically slow and overly complex. Delays, inflated costs, and plummeting job satisfaction levels are all too common.

But it’s not all bad. In fact, the convoluted, repeatable nature of these processes make them perfect digital transformation use cases. Hyperautomation removes duplication from the due diligence process, standardizes discovery documents and data requests for automation processing, and automatically brings bottlenecks to the surface. The result is reduced time and effort, increased productivity, improved data quality and, ultimately, more acquisitions and smarter investments.

CLIENT SUCCESS STORIES

Roboyo helped a global investment firm automate their investment checklist process. Previously managed using a spreadsheet, which was used by nine different teams, the process suffered from unreliable audit points, poor version control and hours of wasted resources.

We developed a custom application using the Appian platform, providing the organization with an easily maintainable, flexible framework for future checklists. This helped optimize operational efficiency, reduce human errors for 100% data accuracy, and free up valuable human resources for more strategic, high-value work. 

2. Onboarding investors

Creating a streamlined, user-friendly investor journey makes good business sense. Not only does it strengthen relationships and build trust in the onboarding process – it also speeds up the deal lifecycle, creates self-service opportunities and satisfies compliance requirements.

Where many Private Equity systems are still manual, we recommend an online portal with an automated journey that frees up staff for more high-value relationship management tasks, while keeping records organized and accessible. And that’s just one example of how hyperautomation can help you improve the investor experience.

CLIENT SUCCESS STORIES

A global investment firm supporting category-defining internet and technology companies was managing and progressing up to 70 investment opportunities per year via email. The process proved inconsistent, difficult to track and unscalable.

Roboyo created a custom Investment Acquisition app with tailored dashboards, records of all funds, tasks, and analysis of key KPIs. The app offers a complete, end-to-end view of the investment acquisition process with real-time updates. It also assigns tasks to users with an automated email notification to reduce lag between steps.

3. Portfolio management

When it comes to portfolio management, there’s a rich array of different opportunities and use cases to define, which will depend on the individual business and its maturity. The key thing to consider is how far along the business is when it comes to process optimization, operational efficiency, and customer experience.

“Embracing digital transformation is not just a choice, but a crucial imperative. Firms that fall behind in adopting transformative technology will confront escalating demands for real-time performance metrics and heightened transparency from investors. To remain competitive in a world craving instant information, firms should swiftly embark on the path of digitalization.”

Frank Schikora, Chief Digital Officer, Roboyo

Because Roboyo prioritizes your unique business challenges, we take time to assess and analyze your processes to identify waste, inefficiencies, and bottlenecks. Once we’ve gained deep insight, we’ll choose the right technology from a vast toolkit, tailoring the approach to your specific needs for impactful, value-driven outcomes.

Want to know more about the power of hyperautomation and how to strengthen your business strategy? Book a meeting with one of our experts and take your Private Equity firm to the Next Level. Now

Get next level insights

Never miss an insight. Sign up now.

  • This field is for validation purposes and should be left unchanged.

Related content

Answering the Wrong Question & the Science of Thought Answering the Wrong Question & the Science of Thought

Answering the Wrong Question & the Science of Thought

Our Lean Methodology Series explores a range of business approaches. This blog covers Dr Daniel Kahneman�…
A Ferrari Can Plough A Field, It Doesn’t Mean It Should!

A Ferrari Can Plough A Field, It Doesn’t Mean It Should!

Successful digital transformation involves aligning technology capabilities with organizational goals. So…
Infographic: AI-Powered IT Operations Infographic: AI-Powered IT Operations

Infographic: AI-Powered IT Operations

Revolutionize your IT operations with Intelligent Automation. Discover how AI, ML, and RPA are enhancing …
eBook: Mobile Case Management Solution

eBook: Mobile Case Management Solution

Roboyo’s Mobile Case Management Solution using low code technology helps solve the challenges of claims l…

Get to Next level. NOW.

25% OFF UNTIL 29TH FEB. GET YOUR ALL EYES ON AUTOMATION TICKETS NOW.

Get in touch

  • This field is for validation purposes and should be left unchanged.

JOLT

IS NOW A PART OF ROBOYO

Jolt Roboyo Logos

In a continued effort to ensure we offer our customers the very best in knowledge and skills, Roboyo has acquired Jolt Advantage Group.

OKAY

AKOA

IS NOW PART OF ROBOYO

akoa-logo

In a continued effort to ensure we offer our customers the very best in knowledge and skills, Roboyo has acquired AKOA.

OKAY

LEAN CONSULTING

IS NOW PART OF ROBOYO

Lean Consulting & Roboyo logos

In a continued effort to ensure we offer our customers the very best in knowledge and skills, Roboyo has acquired Lean Consulting.

OKAY

PROCENSOL

IS NOW PART OF ROBOYO

procensol & roboyo logo

In a continued effort to ensure we offer our customers the very best in knowledge and skills, Roboyo has acquired Procensol.

LET'S GO