Problem
Revamping a manual and splintered investment process
A leading private equity firm managing $500B+ in assets under management (AUM) needed to build internal research capabilities and scale portfolio monitoring across thousands of companies. They faced key obstacles:
- Fragmented research workflows: Investment teams relied on external tools and manual processes for market, equities, and news research, slowing decision-making.
- Manual portfolio tracking: Teams spent significant time manually monitoring news and developments across 200+ portfolio companies.
- Data security concerns: Sensitive investment research required secure, internal platforms with zero data retention guarantees.
Solution
Building a research co-pilot and monitoring solution
The firm built an internal AI-research co-pilot for investment teams, as well as an automated portfolio monitoring solution that provides secure access to real-time market intelligence and continuous company tracking, powered by Exa.
Working with Exa's API, the private equity firm created:
Internal ChatGPT-style Research Tool
Secure search interface for market, equities, and news research using hybrid search capabilities, with zero data retention for sensitive queries.
Automated Portfolio Monitoring
Continuous news monitoring and company scanning across all portfolio companies using websets API.
Company Data Enrichment
Automated updates on portfolio company developments, competitive landscape changes, and market positioning.
Implementation
Integrating Exa's Search and Websets APIs
Qualities:
- Neural search
- Keyword-based search
- Relevant results
Name | URL |  |  |  |
|---|---|---|---|---|
| withpika.com | Match | Match | Match | |
| productboard.com | Match | Match | Match | |
| ai.autify.com | Match | Match | Match | |
| blinq.io | Match | Match | Match | |
| ox.security | Match | Match | Match | |
| fernhq.com | Match | Match | Match | |
| manifestcyber.com | Match | Match | Match | |
| altscore.ai | Match | Match | Match | |
| kosli.com | Match | Match | Match | |
| antithesis.com | Match | Match | Match | |
| swarmia.com | Match | Match | Match | |
| diffblue.com | Match | Match | Match |
Qualities:
- Continuous monitoring
- Real-time updates
- Semantic matching
Key benefits of using Exa's APIs include:
- Hybrid search capabilities: Combines neural and keyword search for SOTA company research capabilities.
- Continuous monitoring: Always-on scanning for portfolio company news and market developments.
- Zero data retention: Secure research environment with no query logging for sensitive investment intelligence.
Integrate Exa Search
Results
Centralized research and enhanced portfolio oversight
The private equity firm deployed the platform across their investment teams and measured significant operational improvements.
- Centralized research capabilities: Brought previously external research workflows in-house with secure, real-time data access.
- Enhanced portfolio oversight: Investment teams lowered time spent and increased coverage of portfolio developments.
- Improved productivity: The research co-pilot reduced associate and analyst time spent on research by over 30%.