Due diligence in 24 hours: how IncQuery transformed a global private equity firm's survey workflow

‍Life is good  

Picture this… you’re a long-established global private equity firm with tens of billions in assets under management. Over decades in operation, you've invested in almost a thousand companies, powered by a team of nearly one thousand professionals spanning major financial hubs across the globe. You’re always looking for the best ways to drive growth, leaning heavily into research before and after investing.  

Big challenge  

But, your survey process feels out of control. Coding a survey with your current vendor requires emailing Word documents back and forth, then tracking edits made with a dozen different-colored highlights. And when that vendor's team signs off for the day, it puts a halt to any work that needs to be done. These roadblocks make it nearly impossible to move quickly on everything from investment decisions to go-to-market strategy.  

Help arrives  

So, you turn to IncQuery. We bring you an intuitive programming platform with workflows custom-built for consulting and private equity. Edits all happen within the platform, eliminating the need for emailed revisions back and forth. You never have to start from scratch thanks to our AI-powered drafting tool, and with easy access to past surveys, you’re able to reuse content. You can always count on support being available, with our survey directors covering a wide range of time zones. 

Life is even better  

Now, you’re turning around due diligence surveys in as little as twenty-four hours. Throughout it all, you’re backed by a partner that listens and acts on your feedback, always looking for ways to innovate. You’ve recently started using our data-cutting tool, expediting analysis and introducing more certainty to your research. Because when there’s no room for error, always be sure^TM.