Success Stories
See how research and deal teams use AIMPACT to work faster with full sourcing
TechFlow Capital
TechFlow Capital covered a fast-moving fintech sector but their analysts spent days assembling each company memo by hand...
TechFlow Capital cut memo preparation from days to hours and brought three additional names to committee in the same quarter.
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Challenge
TechFlow Capital covered a fast-moving fintech sector but their analysts spent days assembling each company memo by hand, leaving thin time for actual judgment before investment committee.
Solution
Using Pitch Perfect, the team standardized their memo workflow around sourced fundamentals. The AI assembled business-quality, comps, and risk sections from F10-grade data, with every claim linked to a source.
Result
TechFlow Capital cut memo preparation from days to hours and brought three additional names to committee in the same quarter.
MediSync Research
MediSync Research needed to size a new telemedicine segment before initiating coverage. Commissioned market studies came...
MediSync Research initiated coverage on the segment in two days instead of two months, with a fully sourced market map.
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Challenge
MediSync Research needed to size a new telemedicine segment before initiating coverage. Commissioned market studies came back at $50K+ with 8-week timelines.
Solution
Market Lens synthesized regulatory data, competitor positioning, and demand signals across 12 healthcare verticals in under 48 hours, surfacing an underanalyzed niche in chronic care management.
Result
MediSync Research initiated coverage on the segment in two days instead of two months, with a fully sourced market map.
LearnPath Partners
LearnPath Partners was spending 20+ hours per week manually tracking target interactions, follow-ups, and pipeline statu...
LearnPath Partners cut pipeline-management overhead by 70% and raised their first-meeting-to-deep-diligence conversion rate from 3% to 11%.
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Challenge
LearnPath Partners was spending 20+ hours per week manually tracking target interactions, follow-ups, and pipeline status across spreadsheets and email threads.
Solution
Deal Flow centralized their entire deal pipeline with automated follow-up scheduling, interaction logging, and relationship scoring to prioritize the highest-conviction opportunities.
Result
LearnPath Partners cut pipeline-management overhead by 70% and raised their first-meeting-to-deep-diligence conversion rate from 3% to 11%.
CloudShift Advisors
CloudShift Advisors had deep SaaS expertise but no consistent way to structure sector theses. Clients wanted defensible ...
CloudShift Advisors stood up consistent, sourced coverage and quadrupled the number of names under active thesis in one quarter.
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Challenge
CloudShift Advisors had deep SaaS expertise but no consistent way to structure sector theses. Clients wanted defensible coverage views, but the team built each one ad hoc.
Solution
Strategy Hub guided the team through a structured thesis process, benchmarking each name against comparable SaaS companies and generating a sourced 90-day research agenda.
Result
CloudShift Advisors stood up consistent, sourced coverage and quadrupled the number of names under active thesis in one quarter.
Cartly Research
Cartly Research covered a crowded e-commerce sector where names looked alike on the surface. Analysts struggled to artic...
Cartly Research published differentiated, sourced views on three names in a single quarter, each grounded in comparable evidence.
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Challenge
Cartly Research covered a crowded e-commerce sector where names looked alike on the surface. Analysts struggled to articulate which businesses actually held a durable moat.
Solution
Pitch Perfect structured each memo around unit-economics quality and network effects, surfacing the sourced evidence that separated structurally advantaged names from the rest.
Result
Cartly Research published differentiated, sourced views on three names in a single quarter, each grounded in comparable evidence.
Solaris Capital
Solaris Capital needed to track the regulatory landscape across 8 states to value its solar-financing coverage. Manual r...
Solaris Capital extended sourced coverage to 5 new state markets in 6 months, flagging policy catalysts months ahead of consensus.
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Challenge
Solaris Capital needed to track the regulatory landscape across 8 states to value its solar-financing coverage. Manual research was slow and frequently missed policy changes.
Solution
Market Lens continuously monitored regulatory filings, incentive programs, and utility rate changes across target states, surfacing catalysts ranked by impact on coverage names.
Result
Solaris Capital extended sourced coverage to 5 new state markets in 6 months, flagging policy catalysts months ahead of consensus.
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