Automated private equity deal life cycle

Use case: Automated private equity deal life cycle


TPG is one of the largest private equity investment firms in the world, focused on leveraged buyouts and growth capital. TPG needed to modernize operations to deliver improved value to their private equity deals, through automating internal business processes, specifically the deal life cycle.


  • Manual deal life cycle process required a lot of intervention and workarounds
  • Multiple disconnected systems caused inefficiencies and productivity losses
  • Unable to effectively collaborate on deals across departments
  • Required better reporting for regulatory compliance


  • Created an automated deal life cycle application to eliminate multiple, disconnected systems
  • Added integrations for billing and document management to improve collaboration
  • Enabled real-time data and insights for improved reporting capabilities


  • Company-wide productivity improvements
  • Improved access to real-time data
  • Enabled better internal communication
  • Ability to easily add future functionality


About BIG

Bits In Glass is an award-winning software consulting firm. We combine our deep industry expertise and experience with the best names in technology to provide innovative solutions to your unique business challenges. Our expert consultants excel at solving complex technical problems across industries and verticals, specializing in healthcare, financial services, insurance, and the public sector. Let us help you improve operations, drive better customer experiences, and return more to your bottom line.

Subscribe to Bits In Glass

Get the latest news and updates directly in your inbox.

Check out our video library!

Learn how Appian helped top brands gain success.