The agent doesn't just speed things up, it makes our decisions more consistent and defensible. Every recommendation comes with the data and logic trail our auditors need.
ABC, VP of Procurement
Who, where and what changed
About the company
Industry
Venture Capital & Private Equity
Volume
150+ pitch decks screened per afternoon
Stack
CRM, Virtual Data Rooms, Slack, Email
Success metrics
Zero Missed Opportunities
Rapid Decision-Making
Standardized investment scoring
What was breaking in the workflow?
Analyst Burnout
Senior data teams spend 80% of their time on grunt work instead of strategic analysis.
Intelligence Gaps
Manual queues stall the reporting pipeline, resulting in outdated insights.
Data Discrepancies
Different tools provide conflicting numbers, leading to a loss of trust in internal metrics.
Generic AI was not enough
It lacked the deterministic logic and validation needed for accurate reporting.
How we built a Custom Procurement AI Agentin just 10 days
PHASE 1
Workflow mapping
Mapped internal data sources and structures to identify bottlenecks where automation can effectively scale insight speed.
PHASE 2
Data connections and normalization
Connected and normalized various SQL databases and analytical environments for unified, cross-platform data query processing.
PHASE 3
Rule-driven decision logic
Programmed specific business rules and logic into the agent to ensure consistently accurate and reliable data output.
PHASE 4
Governance and human-in-the-loop
Established a dedicated human-AI desk to verify every insight and maintained complete integrity across all reports.
We build your bespoke AI Assistant using off-the-shelf technologies
