Shriram Finance
less than 3–4 hours — Onboarding Turn-Around-Time (TAT)
Independently reportedBanking & finance · Process automation · Classical ML · In production
Process automation
Bachow Ventures · NextGenAdvisors
Vendor-reportedBanking & financeUnited StatesIn productionNLP
Vendor-reported. The customer is named and the numbers are quoted from the source page, but the account comes from the vendor. No independent confirmation.
Reported by nextgenadvisors.co (vendor self-report). Checked against the source page on 2026-09-06. 1 of 2 figures below appear on that page word for word; the rest are marked.
The problem
Inbound deal flow had grown faster than analyst capacity, leading to only ~40% of opportunities being screened and inconsistent first-pass models.
What was deployed
- Vendor
- NextGenAdvisors
- Technique
- NLP
- Build or buy
- Bought off the shelf
- Deployment
- Custom build
- Data used
- firm's real historical deals; 18 months of prior pass/proceed decisions; 12 yrs of historical deals used as the training context
- Scale
- every inbound deal
What changed
Each row is quoted from the source. Figures we could not find on the page in those words are marked — they are kept, not deleted, so you can judge them.
3 hrsFirst-pass cycle timefrom 3 days11 weeks
“3 hrs First-pass cycle (from 3 days)”
Quoted word for word from the source
100%Percentage of inbound deals screenedfrom ~40%11 weeks
“started screening every inbound deal instead of only the ones an analyst could get to / Of inbound deals screened (from ~40%)”
Not found on the source page in these words
“We didn't want to outsource judgment. We wanted to stop wasting our own on busywork. After 11 weeks the analysts spend their day on the deals that matter, not on the first 30 we used to ignore.”
Difficulties and limits
- Every analyst built their first-pass model slightly differently, requiring senior partners to mentally re-normalize the work across analysts, which they often did not have time for
- Institutional knowledge about why prior deals were passed lived in email threads and one partner's memory, not in any system the team could query
Sources
- nextgenadvisors.co — vendor self-report
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