How a Boutique Advisory Firm Cut Fund Research From Days to Hours
Three Bridge scales private fund diligence with MSCI's AI-powered platform.
OverviewScaling capabilities to match a growing opportunity flow
Three Bridge Wealth Advisors is an independent advisory firm known for its sophisticated investment approach and deep commitment to client outcomes. As the firm grew, so did the volume of private fund opportunities arriving each week — more than the small research staff could feasibly evaluate. Faced with a flood of inbound opportunities against legacy tools that functioned as little more than digital filing cabinets, Three Bridge turned to MSCI Diligence Platform. By implementing the AI-powered tool, the team automated data extraction, generated customizable reports and transformed raw fund documents into actionable insights, enabling institutional-grade output at a fraction of the prior effort.
Compile reports within hours of uploading fund documents compared to a process that previously took days.
Nearly all active investments now have complete research files, enabling institutional-grade oversight across the portfolio.
MSCI Diligence Platform enables firms of any size with the ability to conduct due diligence more efficiently and more thoroughly.
ChallengeInundated with opportunities, limited by time
Three Bridge’s investment team faced a challenge familiar to many growing firms: more fund opportunities arriving each week than a small research staff could feasibly evaluate. Despite a strong investment process, the team lacked tools that could translate document volume into actionable clarity. Their legacy platform archived documents but offered limited synthesis — leaving the team to manually gather information across asset classes and managers. The result was a bottleneck that limited research coverage and slowed time-to-decision on inbound opportunities.
Action
Three Bridge implemented the MSCI Diligence Platform to enhance their evaluation workflow. From automatic data extraction to customizable report generation, the platform improved the team’s ability to respond to opportunities and maintain institutional-grade research records.
Automated data extraction
MSCI Diligence Platform automatically extracts key data from fund documents upon upload, reducing the need for manual information gathering and supporting more efficient research setup.
Customizable report generation
Research report generation templates allow the team to produce high-quality due diligence reports in minutes — a process that previously took days of manual effort.
Actionable document synthesis
Unlike legacy filing systems, MSCI Diligence Platform processes and synthesizes fund documents into actionable insights, enabling the team to generate updates on existing investments and evaluate new opportunities more efficiently.
What MSCI delivered
Private Assets Diligence Platform
AI-powered diligence for private markets. Turn fragmented data into structured insights, streamline workflows, and scale analysis with faster reporting and risk visibility.
“Private Assets Diligence Platform gives a firm of our size the ability to punch above our weight. We’re now able to conduct due diligence faster and more thoroughly than we ever did in the past. It also gives us the ability to produce high-quality research documents and due diligence reports in a way that was previously painstakingly tedious.”
Rich Cheever
Director of Investments, Three Bridge Wealth Advisors
Impact Speed, clarity, and institutional-grade research
Since implementing MSCI Diligence Platform, Three Bridge has enhanced what a lean investment team can accomplish. Reports that once took days are now compiled within hours of uploading fund documents. Most active investments now have complete research files, providing the kind of institutional-grade oversight typically associated with larger teams. The team generates updates on existing investments and evaluates new opportunities more efficiently, turning fund documents into actionable insights at a pace that was not previously achievable.
Hours, not days
Research reports that previously took days can now be compiled within hours of uploading fund documents.
Full research coverage
Nearly all active investments now have complete research files, providing institutional-grade oversight across the portfolio.
Faster opportunity review
The team can now evaluate a higher volume of fund opportunities each week without needing to expand research headcount.
Institutional quality
High-quality due diligence reports are now produced with a fraction of the time and effort previously required.
Disclaimer
Three Bridge Wealth Advisors is a client of MSCI Inc. and MSCI Solutions LLC and consented to their inclusion in this use case. Three Bridge Wealth Advisors did not receive any compensation in connection with this article. Any results achieved by Three Bridge Wealth Advisors are specific to their use case and are cited for informational purposes only. Other users' experience and outcomes can vary significantly.
*This case study was originally developed prior to MSCI’s acquisition of Vantager. References to Vantager have been updated to MSCI Diligence Platform where applicable.