//Financial Services
We helped a deal team review 5× the volume without adding headcount.
Lattice Capital
// Results
5×More deals reviewed
70%Less screening time
9 wksKickoff to production
4.2×First-year ROI
// The challenge
Lattice's analysts manually screened hundreds of opportunities a week. The sheer volume meant time-sensitive risk signals were caught late, and promising deals stalled in a review queue nobody could keep up with — leaving real money on the table.
// The outcome
The engine now handles the first pass on every incoming deal, scoring and ranking them before an analyst ever looks. The team reviews five times the volume they used to — and spends their judgment on the calls that actually move the fund.
// What we built
- A decision-intelligence engine scoring every deal from internal and market data
- Risk and opportunity flags surfaced the moment they appear, not at week's end
- Analyst-in-the-loop review so every score stays explainable and auditable
- A ranked pipeline view that puts the highest-conviction deals first
We're not reviewing more deals by working harder. The engine does the first pass, and my analysts spend their judgment where it counts.