Skip to main content
Case Study: Data AggregationClient Anonymized

Investment Firm Achieves 95% Reduction in Data Gathering Time

Investment Advisory Firm8 employeesOngoing to production
95%95%
Data Gathering Reduced
Investment Firm Achieves 95% Reduction in Data Gathering Time

Confidentiality Note: Client identity and proprietary data sources anonymized due to competitive sensitivity in financial services.

The Full Story

This small investment firm was drowning in manual data gathering. Analysts spent the majority of their day logging into various portals, copying data from Pitchbook and other subscription services, and trying to spot patterns across disconnected sources.

We built an automated ingestion system that logs into their subscription services, pulls relevant data, processes it through AI for summarization, and delivers everything to a unified dashboard. Analysts can now chat with their data to ask questions and get real-time news updates for their sectors.

The Challenge

Analysts spending majority of time copying data from multiple sources including paywall-protected sites like Pitchbook. No unified view of market news and sector data. Manual process to monitor news flow and spot patterns.

Our Solution

Automated data ingestion from paywall-protected sources using Bright Data proxies, with AI summarization of all incoming data. Unified dashboard with chat interface to query live data and real-time news feeds.

Unified Data Intelligence Platform

Aggregating data from subscription services into a queryable dashboard

1
Data Sources
API
2
News Feeds
API
3
Data Extraction
AUTO
4
AI Summarization
AIAnthropic
5
Unified Database
DATASupabase
6
Chat Interface
AIOpenAI
7
Analyst Dashboard
HUMAN

The Result

95% Time Reduction

95%95%
Data Gathering Reduced
Real-timeReal-time
News Monitoring
UnifiedUnified
Data Sources
OngoingOngoing
Engagement

Our analysts finally spend their time on analysis instead of copying data between systems. The unified view changed how we work.

Managing Partner Investment Advisory Firm