Scale investment analysis, portfolio monitoring, reporting, and portfolio company support with Corporate Finance professionals, and AI-powered workflows.
Fund teams need to screen opportunities, monitor assets, support portfolio companies, and manage reporting, often without the capacity to hire for every workload peak.
Investment and portfolio company data is often spread across files, systems, dashboards, and reports, making it hard to compare performance and act quickly.
Investor updates, dashboards, board materials, and ad hoc analyses still require too much manual work, especially when data is inconsistent.
Portfolio companies often need help with financial planning, reporting, dashboards, KPIs, automation, and data structuring.
Funds and portfolio companies still rely on manual workflows for research, data collection, reporting, documents, CRM updates, and knowledge management.
Standalone AI tools can help with isolated tasks, but they do not provide governed workflows, secure integration, human review, or financial judgement.
We work with funds at both levels: supporting the fund team directly and supporting portfolio companies where additional financial, analytical, reporting, or Digital & AI capacity is needed.
Compared with a traditional human-only model:
Access experienced Corporate Finance, data analytics, and AI professionals when workload increases, without relying only on permanent hiring or overloading internal teams.
Accelerate investment screening, market research, portfolio monitoring, reporting, dashboarding, and internal workflows through standardized processes supported by AI agents.
Leverage high-quality delivery teams based in Portugal and Spain to support both fund-level operations and portfolio company initiatives across the investment lifecycle.
Compared with standalone AI tools:
AI-powered workflows accelerate execution, but outputs are reviewed by Corporate Finance, data analytics, and AI professionals before being delivered.
Investment memos, board packs, portfolio reports, financial models, KPI files, internal templates, and historical analyses can become structured, queryable, and reusable knowledge.
We design workflows around how investment teams and portfolio companies actually work, from data collection and analysis to reporting, alerts, dashboards, and decision support.
A delivery model combining data, workflows, AI agents, and human expertise.
Our model connects fund and portfolio company data with structured workflows, AI-enabled automation, and expert human review. This allows investment teams to increase speed and consistency without compromising quality, confidentiality, or business judgement.
Capital IQ, Mergermaket, Orbis, Internal Tools
Encrypted, Permissioned Access
Structured, Traceable, Queryable
Workflow Execution & Automation
Human Judgement and Expertise
You get a dedicated team working alongside your investment, portfolio, value creation, or operations teams, supported by AI agents that accelerate recurring workflows and analysis.
We can support portfolio companies directly with financial modelling, budgeting, reporting packs, dashboards, KPI frameworks, data structuring, automation, and strategic analysis.
Through the same engagement model, we can also help funds and portfolio companies improve their own internal workflows through Digital & AI transformation.
Deliverables accelerated by agents, reviewed by corporate finance professionals. Here are some examples of what our team can deliver.
Structured screening of potential investment opportunities based on fund-specific criteria, market segments, financial metrics, ownership, geography, growth profile, and strategic fit.
Standardized company profiles combining approved external sources, internal notes, prior materials, ownership data, financial information, and market context.
Sector briefs covering market size, trends, value chain dynamics, competitive landscape, key players, regulation, risks, and investment implications.
Support with public comps, precedent transactions, benchmarking, valuation references, and market evidence for investment analysis.
Preparation and update of investment memos, market slides, financial analysis, valuation support, and supporting materials for IC discussions.
Mapping of potential strategic buyers, financial sponsors, consolidators, and exit routes for portfolio companies or target assets.
Dashboards tracking revenue, EBITDA, cash, working capital, operational KPIs, budgets, forecasts, and portfolio-level performance.
Support with recurring investor updates, board packs, management reports, portfolio summaries, performance commentary, and data-backed narratives.
Monitoring and trigger alerts for relevant developments across portfolio companies, competitors, sectors, customers, suppliers, market conditions, and regulatory changes.
Build, update, and improve financial models, budgets, forecasts, scenarios, cash flow projections, and valuation-ready materials for portfolio companies.
Definition of financial and operational KPIs, reporting templates, data collection processes, and structured datasets for better portfolio visibility.
Support in automating internal workflows, improving reporting processes, designing AI agents, structuring knowledge bases, and implementing practical Digital & AI initiatives across the fund and portfolio companies.
LGG Advisors provides access to an intersection between technology & innovation capabilities and an outstanding pool of talent in Corporate Finance/M&A. Our different business models also offer the flexibility and adaptability to allow clients to scale efficiently, with an immediate time to market.
LGG Advisors has been recognized in the FT1000 ranking for the third year in a row, highlighting its continued growth and performance.
Innovative model combining the best of in-house and outsourced delivery.
Schedule a call to discuss how LGG can support your business.
