Building the Semantic Layer: Scaling Enterprise Intelligence at a Global Investment Firm

The Challenge A global investment firm with a $330 billion dollar portfolio and 50,000+ employees struggled with fragmented data. Investment professionals were losing critical time hunting for assets across disconnected systems. Detailed deal records were scattered as a mix of structured data and unstructured documents. Finding information required knowing it existed in the first place, then identifying the right person to grant access—a process that often stalled for weeks. Additionally, as part of their due diligence process, teams frequently commissioned external research reports, often unaware that similar studies already existed elsewhere in the firm.