AI Lead Sourcing Platform
Surfacing prioritised business profiles via a bespoke user interface
Challenges
Client deal origination team spent half their time preparing and prioritising business profiles
Wanted to build a bespoke AI platform to automate data aggregation, train and deploy a ML model on businesses they are/have been interested in, and present prioritised profiles for the team to review in a bespoke
Solutions
Developed the data model, data engineering pipelines and ML model to automate the profile selection and prioritisation
Developed the user interface for the origination team to log into and review the prioritised profiles
Automated business profiling in the user interface through aggregation and visualisation of data (including Salesforce, DueDil, web scraping, etc.)
Values
Eight-fold increase in the proportion of relevant leads found versus traditional search methods
>90% reduction in internal resource requirement for reviewing leads
Roles
Data Engineer, Machine Learning Engineer
Technologies
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Sectors
Private Equity