Case Study
Investment firms thrive on speed and sharp decisions, built on years of internal data. Their edge is finding what others miss.
Common pain points:
Slow information retrieval
5+ hours per week per person of manual search to resurface past work
Tedious reporting
Quarterlies and memos take days; 10–20% of team time lost to admin
Incomplete diligence
Missed internal insights leading to valuation oversights and lost opportunities
Client Testimonial
"Our goal was to make our knowledge base and CRM data accessible through our own AI platform. This was not only achieved but exceeded thanks to Voila AI, and it’s live: our own “AI platform” and we see great adoption across the organization.
Voila AI took our idea, ran an exploratory phase, incorporated and translated our requirements and then - they built and delivered in time and cost and even exceeded scope, building custom agents that were spot on.
Voila AI brings a rare combination of great technical skills, a structured approach (interviews, weekly check-ins, stakeholder alignment) and business acumen. We would absolutely, without any doubts and with the best conscience recommend their services. We will seek to introduce Voila AI to our portfolio companies."
We uncovered high-ROI use cases for the firm, built knowledge assistants and custom AI agents, and trained the teams to succeed with them.
Our knowledge assistants connect the firm's data to AI models, assistants and agents, delivering both company-wide productivity boosts and department-specific benefits.
This foundation unlocks enterprise AI use cases, with tangible results across teams in time saved, decision making quality and stakeholder management
Voila AI delivered:
an enterprise knowledge assistant platform directly sourcing from the firm's data (SharePoint, CRM, financials, etc.) powering AI agents…
…without heavy IT changes needed
Transformation:
Deployment of an enterprise knowledge assistant, anchored in the firm's data sources, that powers several custom AI agents:
Internal Data Retriever
pulls facts and history across your data sources (e.g., CRM, SharePoint) with citations
Due Diligence Analyst
runs a first-pass DD from data room: produces hypotheses, surfaces risks/opportunities, and lists next steps and early red flags.
Investment memo generator
auto-drafts investment memos/valuations using internal + external data
Quarterly report generator
drafts quarterly commentary in your style and template based on monthly financials extracts
and more…
With measurable impact:
