CASE STUDY: BANKING & FINANCIAL SERVICES

Automating the Private Equity Deal Life Cycle

Streamlined Deals

Optimized deal management, enhancing efficiency and maximizing value for the company and its portfolio firms.

Improved Visibility

Access to real-time data enhanced collaboration, boosted productivity, and improved reporting across internal teams.

Enable Future Growth

The scalable platform allows seamless functionality expansion, supporting TPG’s growth and operations.

CHALLENGE

TPG’s private equity deal process was manual, complex, and siloed, relying on spreadsheets, emails, and legacy systems.

Disconnected data made collaboration difficult, leading to inefficiencies, delays, and errors. To streamline operations and accelerate deals, TPG needed a modern, automated, centralized system for managing the deal life cycle.

SOLUTION

TPG partnered with Bits In Glass to implement a low-code Appian platform, digitizing the deal life cycle. The solution automated deal creation, integrated billing allocations, and provided custom reports.

It streamlined collaboration, reduced risks, improved compliance, eliminated manual processes, ensured data accuracy, and accelerated private equity investments with seamless system integration.

TECHNOLOGY

TPG is a leading global private equity firm focused on growth capital, venture capital, public equity, and debt investments. Known for its thematic, sector-driven approach, TPG partners with innovative companies to drive long-term value creation.

“Bits In Glass has been a critical partner in our Appian development journey. Everyone we've worked with has been exceptional and takes our long-term success seriously.”

Melanie Emmel
Senior Director