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How We Revolutionized Navis Capital’s Document Processing Process

Overview

Navis Capital is a leading investment management firm that oversees several private and public equity funds totaling more than US$5 billion. Their investors include well-known pension funds, insurance companies, corporations, foundations, high net worth individuals, and family offices from the United States, Europe, the Middle East, and Asia. Navis Capital takes great pride in cultivating long-term relationships with their investors, many of whom have been investing with them for decades.

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About Navis Capital

Navis Capital Partners was founded in 1998 by Richard Foyston, Nicholas Bloy and Rodney Muse. They met during their careers at the Boston Consulting Group and shared a belief that there was an untapped opportunity to create a distinctive investment firm in Southeast Asia. The founders’ extensive consulting and professional experience around the region is at the core of Navis’ approach.

Challenges

Navis Capital is a leading investment management firm that oversees several private and public equity funds totaling more than US$5 billion. Their investors include well-known pension funds, insurance companies, corporations, foundations, high net worth individuals, and family offices from the United States, Europe, the Middle East, and Asia. Navis Capital takes great pride in cultivating long-term relationships with their investors, many of whom have been investing with them for decades.

In the highly competitive finance industry, Navis Capital faced a significant bottleneck due to the manual processing and assessment of business documents based on their defined environmental, social, and governance (ESG) criteria. This process was both time-consuming and resource-intensive, putting a strain on the operational team. Automating the processing of investment memorandum based on ESG was a critical need. The primary issues included:

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Manual Process

The lack of automation in the processing workflow results in inefficiencies and inconsistencies in processing and assessment.

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Scalability Limitation

Manual nature of the process limits the scalability of the operations, as the volume of documents increases, the organization struggles to manage the workload efficiently.

Solution

To address these challenges, AXRAIL implemented a generative AI solution which includes automated document processing and a chatbot component leveraging Amazon Bedrock. The ESG Assessment Tool & Chatbot is designed as an internal tool to automatically perform assessments based on a set of predefined questions on the uploaded Investment Memorandum (IM) document around their respective ESG practices. IM is a comprehensive document provided by businesses to potential investors such as Navis Capital which contains detailed information about the investment opportunity, allowing investors to make informed decisions.

The solution utilizes the Claude 2 model on Amazon Bedrock to generate pre-defined reports and findings based on the input sources and question set. Additionally, the chatbot integration allows internal users to ask questions interactively and receive responses generated by the model. The chatbot is based on Navis Capital’s existing knowledge base which covers information on sustainability practices, investment-related public sources and relevant due diligence reports to ensure that the model output is based on the company's specific context.

Outcome

By implementing this generative AI solution powered by Amazon Bedrock, Navis Capital achieved the following outcomes:

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Near Instant Response

The chatbot provides near real-time responses to questions regarding ESG benchmarks and other companies, eliminating the need for manual document searches.

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Automated Document Processing

The assessment tool allows Investment Memorandum documents to be uploaded and automatically processed by the pre-defined question set, generating comprehensive reports.

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Time and Cost Savings

The automated assessment process significantly reduced processing time from 2 hours to 10 minutes, freeing up analysts for other tasks and resulting in substantial cost savings.

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Improved Efficiency and Scalability

The solution's ability to handle a high volume of document processing and queries has improved overall operational efficiency and enabled Navis Capital to scale their ESG assessment capabilities effectively.

Conclusion

Overall, AXRAIL's solution on the implementation of the ESG Assessment Tool & Chatbot has resulted in significant operational benefits for Navis Capital. By automating the document processing and assessment tasks, the company has realized cost savings through increased operational efficiency.

 

With a team who is AWS certified and experienced in AWS and consulting, AXRAIL has been serving clients ranging from startups to enterprise, covering multiple industries like retails, media, transportation and well-known service providers. We are proud to deliver the state-of-the-art automation and chatbot to revolutionize the operational flow experience at Navis Capital.

Why Work With Us?

AXRAIL is the leading AWS Advanced Consulting Partner that provides cloud technology services in Singapore and Malaysia. We specialize in cloud services, including migration, B2C/B2B e-commerce platforms, and document automation processing.

 

Our expertise in AI, analytics, and modernization enables us to provide innovative solutions that drive growth and streamline operations. Trust AXRAIL for unparalleled expertise and commitment to excellence.

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