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3x Output: Synca is Changing Impact Investing Analysis

Reporting and Analysis

5 min read

Investment Consulting

3x Output: Synca is Changing Impact Investing Analysis

In Pipeline | Faster Insights for Investors: How AI Helps Track Social and Environmental Change

Roofs of Buildings in London
Roofs of Buildings in London
Roofs of Buildings in London

Roofs of Buildings in London | London, England, United Kingdom | Photo by Matteo Roman

Roofs of Buildings in London | London, England, United Kingdom | Photo by Matteo Roman

Roofs of Buildings in London | London, England, United Kingdom | Photo by Matteo Roman

The Problem: Too Many Reports, Not Enough Time

A consulting firm that analyzes impact investments was struggling to keep up:

  • Each report took 3-4 weeks to complete

  • They gathered data from up to 40 different sources for each report

  • Reports ranged from 1-page summaries to 40-page detailed analyses

  • With 5 team members, they could only produce about 60 reports a year

The firm wanted to do more without hiring a bunch of new people.

Our Solution: Synca - An AI Assistant for Report Writing

We're building Synca to help in four main ways:

  1. Smarter Data Collection

    • Automatically send and chases up data requests

    • Use AI to clean up messy data

  2. Faster Analysis

    • Learn from old reports to analyze new data quickly

    • Handle different types of impact goals

  3. Automated Report Writing

    • Create charts, maps, and written sections automatically

    • Use templates that can be easily customized

  4. Quality Checking

    • Use AI to spot mistakes and inconsistencies

    • Help human reviewers focus on what's important

What We Expect to Achieve

With Synca, we think the firm will see big improvements:

  1. Save Tons of Time

    • Aim to cut report time from 3-4 weeks to just 1 week

    • That's 66% faster than before

  2. Do More Work

    • Could jump from 60 reports a year to 180

    • Triple the output without tripling the team

  3. Keep Reports Top-Notch

    • All reports will follow the firm's proven methods

    • But they'll still be tailored to each client's needs

  4. Handle Complex Data Better

    • Can process 1000+ data points per report accurately

    • Mix financial, social, and environmental data easily

Additional details:

  • Implementation Time: 4-8 weeks (ongoing after)

  • Key Metrics Improved: Report Generation Time, Output Capacity, Data Accuracy

  • Challenges Overcome: Data Standardization, Customization at Scale, Quality Assurance

What's Next: Even Smarter Reporting

We're also looking at cool new features:

  • AI that can write case studies from interview notes

  • Predictions about future impact of investments

  • Interactive online reports for clients

The goal is to make every part of reporting easier, from collecting data to presenting findings.

The Problem: Too Many Reports, Not Enough Time

A consulting firm that analyzes impact investments was struggling to keep up:

  • Each report took 3-4 weeks to complete

  • They gathered data from up to 40 different sources for each report

  • Reports ranged from 1-page summaries to 40-page detailed analyses

  • With 5 team members, they could only produce about 60 reports a year

The firm wanted to do more without hiring a bunch of new people.

Our Solution: Synca - An AI Assistant for Report Writing

We're building Synca to help in four main ways:

  1. Smarter Data Collection

    • Automatically send and chases up data requests

    • Use AI to clean up messy data

  2. Faster Analysis

    • Learn from old reports to analyze new data quickly

    • Handle different types of impact goals

  3. Automated Report Writing

    • Create charts, maps, and written sections automatically

    • Use templates that can be easily customized

  4. Quality Checking

    • Use AI to spot mistakes and inconsistencies

    • Help human reviewers focus on what's important

What We Expect to Achieve

With Synca, we think the firm will see big improvements:

  1. Save Tons of Time

    • Aim to cut report time from 3-4 weeks to just 1 week

    • That's 66% faster than before

  2. Do More Work

    • Could jump from 60 reports a year to 180

    • Triple the output without tripling the team

  3. Keep Reports Top-Notch

    • All reports will follow the firm's proven methods

    • But they'll still be tailored to each client's needs

  4. Handle Complex Data Better

    • Can process 1000+ data points per report accurately

    • Mix financial, social, and environmental data easily

Additional details:

  • Implementation Time: 4-8 weeks (ongoing after)

  • Key Metrics Improved: Report Generation Time, Output Capacity, Data Accuracy

  • Challenges Overcome: Data Standardization, Customization at Scale, Quality Assurance

What's Next: Even Smarter Reporting

We're also looking at cool new features:

  • AI that can write case studies from interview notes

  • Predictions about future impact of investments

  • Interactive online reports for clients

The goal is to make every part of reporting easier, from collecting data to presenting findings.

The Problem: Too Many Reports, Not Enough Time

A consulting firm that analyzes impact investments was struggling to keep up:

  • Each report took 3-4 weeks to complete

  • They gathered data from up to 40 different sources for each report

  • Reports ranged from 1-page summaries to 40-page detailed analyses

  • With 5 team members, they could only produce about 60 reports a year

The firm wanted to do more without hiring a bunch of new people.

Our Solution: Synca - An AI Assistant for Report Writing

We're building Synca to help in four main ways:

  1. Smarter Data Collection

    • Automatically send and chases up data requests

    • Use AI to clean up messy data

  2. Faster Analysis

    • Learn from old reports to analyze new data quickly

    • Handle different types of impact goals

  3. Automated Report Writing

    • Create charts, maps, and written sections automatically

    • Use templates that can be easily customized

  4. Quality Checking

    • Use AI to spot mistakes and inconsistencies

    • Help human reviewers focus on what's important

What We Expect to Achieve

With Synca, we think the firm will see big improvements:

  1. Save Tons of Time

    • Aim to cut report time from 3-4 weeks to just 1 week

    • That's 66% faster than before

  2. Do More Work

    • Could jump from 60 reports a year to 180

    • Triple the output without tripling the team

  3. Keep Reports Top-Notch

    • All reports will follow the firm's proven methods

    • But they'll still be tailored to each client's needs

  4. Handle Complex Data Better

    • Can process 1000+ data points per report accurately

    • Mix financial, social, and environmental data easily

Additional details:

  • Implementation Time: 4-8 weeks (ongoing after)

  • Key Metrics Improved: Report Generation Time, Output Capacity, Data Accuracy

  • Challenges Overcome: Data Standardization, Customization at Scale, Quality Assurance

What's Next: Even Smarter Reporting

We're also looking at cool new features:

  • AI that can write case studies from interview notes

  • Predictions about future impact of investments

  • Interactive online reports for clients

The goal is to make every part of reporting easier, from collecting data to presenting findings.

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  • "Professional, reliable and help produce products that suit me as a customer." "We are very satisfied with them and can strongly recommend them"

    Leif Lindell

    Owner @ Mäklarringen Örebro

  • "The first phase of the project we discovered ways of implementing AI to improve our lead generation. This lead to an AI assistant that is almost fully automatic."

    Santtu Rothsten

    Founder @ pending.

  • "Erik and his team have been helped us for three of our products, they have been very responsive and professional, I recommend working with them"

    Mohamed Ghaith

    CEO & Founder @ Zeew, Stunning, + WhatTheAI

  • "Professional, reliable and help produce products that suit me as a customer." "We are very satisfied with them and can strongly recommend them"

    Leif Lindell

    Owner @ Mäklarringen Örebro

  • "The first phase of the project we discovered ways of implementing AI to improve our lead generation. This lead to an AI assistant that is almost fully automatic."

    Santtu Rothsten

    Founder @ pending.

  • "Erik and his team have been helped us for three of our products, they have been very responsive and professional, I recommend working with them"

    Mohamed Ghaith

    CEO & Founder @ Zeew, Stunning, + WhatTheAI

  • "I've been doing email outbound for about 18 months on my own, but this is a different level and already I'm getting way better results in just one week with their system.  I think it's worth a chat!"

    David Pugh

    Founder @ Scrub the Deck

  • "We automated lead management from our Facebook ads with Swiftly. This gave us a clear picture of what stages of the process each patient was after they applied."

    Malin Westerberg

    CEO @ Optalmica

  • "I was impressed by the systems Swiftly built. Was very skeptical at first but it turned out to be impressive."

    Ludger Steinmeier

    Founder @ Mykorisa

  • "I've been doing email outbound for about 18 months on my own, but this is a different level and already I'm getting way better results in just one week with their system.  I think it's worth a chat!"

    David Pugh

    Founder @ Scrub the Deck

  • "We automated lead management from our Facebook ads with Swiftly. This gave us a clear picture of what stages of the process each patient was after they applied."

    Malin Westerberg

    CEO @ Optalmica

  • "I was impressed by the systems Swiftly built. Was very skeptical at first but it turned out to be impressive."

    Ludger Steinmeier

    Founder @ Mykorisa