Operating Model Review
Front-to-Mid Efficiency Recommendations for a Tier 2 Private Equity Manager
A legacy operating model hampered the ability of the front office to grow. TGGC mapped inefficiencies across deal teams and fundraising, recommending CRM, AI, and automation improvements.
Full
Front-to-mid review
PE
Primaries, Secondaries, Directs
AI+
Efficiency use cases defined
Challenge
The legacy operating model hampered the front office's ability to grow the business in a scalable fashion. Manual workflows required expensive FTEs to spend time on low-yield tasks, with a lack of oversight across the deal pipeline and investment strategies for commingled funds.
Approach
- Mapped existing operating models across all business units
- Interviewed leading deal team members across investment lines to locate inefficiencies
- Interviewed lead fundraisers to identify bottlenecks and manual process overhead
Outcomes and recommendations
- Recommended a fit-for-purpose CRM system spanning Primaries, Secondaries, Direct deals and institutional fundraising
- Defined concrete efficiency use cases across the deal lifecycle including pre-screening, due diligence, IC memos and closing — leveraging AI and human processes
- Recommended review of Excel-driven workflows and implementation of automation through existing and new systems
Anonymous · Reference on request. Ambitions, cost targets and identified opportunities are not delivered savings. Case-specific timings and results are not guarantees for another engagement.
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