Funds & investments
130+ funded projects managed on one AI-enabled platform
A $10B+ real estate fund digitized its investment lifecycle, from deal evaluation to disbursement.
About the client
- Industry
- Real estate fund
- Size
- $10B+ AUM
- Timeline
- [X weeks]
The challenge
With 130+ funded real estate projects, the investment lifecycle relied on manual evaluation and data spread across documents and systems. That limited visibility into project performance and slowed approvals, monitoring and disbursements.
What it meant for the team
CFO
Little visibility into how funded projects were performing.
Controller
Disbursements hard to approve and track quickly.
Investment team
Data split across documents and systems.
How we delivered it
- Step 1[X weeks]
Advise and design
- Mapped the lifecycle: deal evaluation, approval, disbursement and monitoring
- Step 2[X weeks]
Build and automate
- Power Apps platform covering the full investment lifecycle
- Power Automate for approvals and disbursement tracking
- SharePoint as the unified data and document layer
- Copilot for queries, summaries and portfolio insights
- Step 3[X weeks]
Launch and embed
- [Add go-live, training and adoption details]
Total timeline: [X weeks]
Solution stack
Advisory services
- Investment lifecycle design
Data sources
- Project data
- Investment documents
Storage and transformation
- SharePoint
Logic and workflow
- Power Automate
Insights delivery
- Power Apps
- Microsoft Copilot
Impact
130+
projects on one platform
End to end
investment lifecycle automated
AI
portfolio insights on demand
Outcomes
- Faster investment approvals and disbursement tracking
- Plain-English questions answered from portfolio data
