A $40B private equity firm specializing in franchising faced a bottleneck: their analysts and junior investors, earning six-figure salaries, were bogged down by a dated, manual modeling process that consumed hundreds of hours. Pathlit stepped in to automate and consolidate this tedious workflow, transforming how the firm interfaces with data and freeing up talent for higher-value work.
Using Pathlit’s no-code AI automation platform, our team built a workflow that fills out complex data spreadsheets tailored to the firm’s needs, seamlessly integrating their existing tools and automating the modeling process. Key features included:
With Pathlit, the firm slashed modeling time from hours to minutes per CIM, enabling large-scale efficiency across their portfolio. Analysts now spend less time on brain-numbing data transfers and more time dissecting business mechanics and focusing on high-impact priorities. The solution not only saved hundreds of hours but also unleashed the firm’s talent to drive smarter investment decisions, proving Pathlit’s ability to turn AI into a strategic game-changer.