An engagement like this is scoped against a target of 25-35% reduction in deal origination timeline per opportunity - memo drafting compressed from a week-plus of analyst effort to structured review of a generated first draft - a planning assumption built from your own deal history during scoping, not a promise. The mechanism: the blank page disappears. Drafts arrive with the executive summary, financial model, and risk assessment already assembled from live DealCloud and portfolio data, so analysts spend their hours on diligence and conviction instead of formatting. IC cycle time is the second planned gain, because memos land on a predictable 48-72 hour cadence instead of a polish scramble before the meeting - and on off-market opportunities, speed is often the difference between winning and watching.
The return should compound over 12 months. In months 1-3 the gain is time. By month 6, the model has learned from your team's edits and approval signals, so first drafts need less revision. By month 12 the system has become institutional memory: new team members reference memos that exemplify your fund's thesis, and portfolio monitoring flags when a company diverges from its original memo assumptions early enough to act. The value math - deployment pace, deals not lost to speed, analyst capacity - is modeled during scoping from your own fund size and deal volume, not borrowed from someone else's fund.