About
We developed a private equity data analysis platform for one of the world’s largest private equity firms. The solution processes unstructured data, applies ML models for prediction and forecasting, and features custom visualization dashboards. With TensorFlow, PyTorch, and AI-driven insights, it enables portfolio management, automated reporting, and real-time data analysis, enhancing investment decision-making and efficiency.
Challenge, approach, and impact
Processing Unstructured Financial Data
Cleaning, validating, and structuring complex private equity data for accurate analysis.
Scalability & Performance
Ensuring the platform could efficiently process large datasets and scale with increasing financial records.
Machine Learning Accuracy
Implementing ML models for prediction and time-series forecasting while maintaining high accuracy.
Customizable & Client-Specific Dashboards
Building highly flexible dashboards tailored to diverse investment strategies and reporting needs.
Seamless Integration with their core portal
Ensuring smooth data exchange between a core portal, reporting services, and portfolio management tools.
Advanced Reporting & Compliance
Developing automated PDF reporting with real-time updates while ensuring data security and regulatory compliance.
AI-Driven Decision Support
Implementing an AI assistant to help investors analyze data, manage portfolios, and optimize decision-making.
How we built
Testimonials
Tech Lead @ Diligent Solutions DOO
Diligent Solutions DOO
“Leading this project was an incredible experience. We built a powerful AI-driven platform that transformed how private equity firms process and analyze financial data. By automating data validation, forecasting trends with ML, and integrating real-time reporting, we significantly improved efficiency and decision-making.“
Team structure
Client team
I S
Product Owner
Daily point of contact
The client stakeholders were working closely with the team at Diligent Solutions
Agency team
8 x Fullstack Developer
Production
2 x Frontend Developer
Production
2 x Tech Lead
Governance
1 x Project Manager
Governance
