---
title: "Case Studies: AI at Investment Firms | By The People Tech"
description: "Case studies from By The People in New York: AI engagements at private equity firms, each with the figure it changed and how it was measured."
url: https://bythepeople.tech/case-studies
---

[Home](/) Case studies

What changed, and how we know

# Case _studies_

Each case study is one engagement at an investment firm: the problem as the team had it, what was built and who built it, and the result as a figure with how it was measured. Clients are not named without their written permission, and an engagement with no figure we can source is not written up.

## [Investor email to a reviewable CRM update in under five _minutes_.](/case-studies/investor-email-triage-private-equity)

Investor relations · Forward Deployed Engineer At one private equity firm, investor-email triage went from as long as four to six days at peak fundraising to under five minutes, with a person approving. Flagged email to reviewable CRM update Before: As long as four to six days Under five minutes

## [The quarterly roll forward, reviewed in _hours_.](/case-studies/quarterly-roll-forward-private-equity)

Fund finance · AI Adoption Retainer How a private equity fund finance team in New York built its own quarterly roll forward on Claude, and now reviews what moved in hours, not days. Reviewing what moved each quarter Before: Days Hours

## Have a process like these?

Tell us what it costs you today and who runs it. If we are the wrong firm for it, we will say so in the reply.

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