Use case: Automated private equity deal life cycle
Goal
TPG is one of the largest private equity investment firms in the world, focused on leveraged buyouts and growth capital. TPG needed to modernize operations to deliver improved value to their private equity deals, through automating internal business processes, specifically the deal life cycle.
Challenges
- Manual deal life cycle process required a lot of intervention and workarounds
- Multiple disconnected systems caused inefficiencies and productivity losses
- Unable to effectively collaborate on deals across departments
- Required better reporting for regulatory compliance
Solutions
- Created an automated deal life cycle application to eliminate multiple, disconnected systems
- Added integrations for billing and document management to improve collaboration
- Enabled real-time data and insights for improved reporting capabilities
Results
- Company-wide productivity improvements
- Improved access to real-time data
- Enabled better internal communication
- Ability to easily add future functionality
