Case study · From the Pluris libraryReceipt no. 6237
What sucked
BD teams manually triaged thousands of brief teasers in slow, error-prone work; analysts spent hours extracting tables from CIMs and rebuilding models; sourcing teams manually scanned filings for divestitures; and diligence teams reviewed large data rooms by hand, elongating deal cycles.
What they built
Eliza deployed four integrated AI agents: a deal-flow origination agent that classifies and flags teasers, a CIM analysis agent that extracts financials into Excel and flags diligence issues, a corporate divestitures agent that scans SEC filings and transcripts, and a data-room agent that searches documents and summarizes risk.
What changed
~50% faster
Teaser triage cut ~50% (saved 3–4 hrs/batch)
CIM 30–40%
CIM analysis 30–40% faster; doc review down 20–30%
Pipeline +15%
Divestiture scanning surfaced 5–10 carve-outs/quarter, no headcount added
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