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AlbaNova

Case study · US private equity and real estate investment group

AI research and outreach workflows for a US investment group

70–90%

Estimated reduction in hands-on research time

The 70–90% figure is the client's estimate and has not been formally measured.

Summary

Summary

A US investment group managing portfolio companies and real estate spent hours manually researching acquisition targets, profiling executives, building reports and writing outreach. AlbaNova built AI workflows in n8n that automate research, scoring, reporting and outreach drafts, with a person approving before anything is sent. Estimated hands-on research time fell by 70–90%.

The problem

Where the time was going.

Every potential acquisition started with hours of manual work. Investment professionals researched the company, looked into its executives, wrote up their findings, updated tracking spreadsheets and then drafted personalised outreach emails.

It was skilled people doing repetitive work. The time spent gathering information limited how many opportunities the team could look at properly.

What we did

The approach.

We built AI-powered workflows using n8n and large language models that take a target from a name to a ready-to-review brief. The workflows research the company, profile key executives, analyse the investment case, score the lead, update the spreadsheets and draft personalised outreach.

A person stays in control: nothing is sent until someone on the investment team has reviewed and approved it.

What we built

The moving parts.

  • Company research

    Structured research on each target, gathered and summarised automatically.

  • Executive profiling

    Background on key people, ready before the first conversation.

  • Investment analysis and scoring

    Each opportunity analysed and scored against the group's criteria.

  • Reports and spreadsheets

    Briefs produced and tracking sheets updated without manual entry.

  • Outreach drafts

    Personalised emails drafted for review, never sent without approval.

Systems you keep

  • n8n
  • Large language models
  • Spreadsheets
  • Email

The layer we build

What AlbaNova built

  • Company research
  • Executive profiling
  • Investment analysis and scoring
  • Reports and spreadsheets
  • Outreach drafts

What changes

  • Estimated reduction in hands-on research and preparation time
  • Research, reporting and outreach preparation automated
  • Capacity to evaluate opportunities without extra analyst workload

Results

What changed.

Estimated reduction in hands-on research and preparation time

70–90%

Estimated reduction in hands-on research and preparation time

Estimated by the client; not formally measured.

Research, reporting and outreach preparation automated

End to end

Research, reporting and outreach preparation automated

Capacity to evaluate opportunities without extra analyst workload

More deals

Capacity to evaluate opportunities without extra analyst workload

Research, reporting and outreach preparation now run end to end. The team estimates hands-on research and preparation time has fallen by 70–90%, and it can look at more opportunities without adding analyst workload. Investment professionals spend their time reviewing opportunities and making decisions rather than gathering information.

Related

What we automated

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Book a free 45-minute Operations Audit. You'll get a written summary of your top three automation opportunities, with estimated hours saved, within 3 working days.

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What happens next

  1. 1Pick a time that suits you
  2. 2Tell us briefly which process hurts most
  3. 3We map it together in 45 minutes
  4. 4Your written summary arrives within 3 working days