Snowstone

AI-driven operational value creation for private equity.

  • Understand every data point
  • Find each problem's root cause
  • Plan solutions faster
$2B+
Transaction value reviewed
$50M+
Value creation opportunities found
10,000+
Agents working in parallel
7 days
From kickoff to ranked findings
Capabilities

Identify inefficiencies through company-wide analysis.

Snowstone finds the root cause of inefficiencies by mapping every relevant email, procedure, transaction, or other data point.

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Who we serve

One fact base for operating partners, management, and consultants.

Operating partners get a ranked list of improvements for each portfolio company. Management teams see which processes drive the KPIs they own. Consultants back their advice with evidence from the client's data.

All teams
Company-wide analysis

A review team works through questions one after another. Snowstone works through all of them at once.

Interviews, data requests, and site visits cover parts of the company and take months. Snowstone finds the important information in all the data, so that interviews guide solutions, not discovery.

Snowstone understands why issues occur across every team, and spots the problems falling through the cracks.

What Snowstone has found

Find the problems in every process.

01

Work that should be automated

Example1,400 trade confirmations a day were being faxed, printed, and retyped by hand due to an outdated standard operating procedure. Costs were estimated at $216,000 to $303,000 a year in staff time.

02

Duplicated work

ExampleAgainst the chief risk officer's instruction, two risk management teams each kept their own copy of the company's trading book.

03

Teams pulling against each other

ExampleUnclear internal definitions of customer segments led retail and wholesale salespeople to chase the same customers.

04

Bottlenecks and waiting

ExampleProcessing every new customer required waiting a full business day for a nightly credit list. Urgent deals were then pushed through on rushed emails.

05

Key-person risk

ExampleIf one analyst were to leave, nearly all regulatory reporting and settlements would stop, as she was the only employee responsible for them and had near-zero documentation.

06

Decisions made without the evidence

ExampleLeadership knew its employee ranking system was driving out critical staff who checked and settled trades. Each replacement was estimated to cost $200,000 to $250,000 a year, but no effort to implement a solution had occurred.

07

Fixes that stalled

ExampleA finished onboarding automation had waited seven months in the IT department's queue while staff logged over 3,000 customers by hand.

08

Margin leakage

ExampleInvoices were being checked against contract prices one deal at a time, by email. Staff time and mispricing were costing the client $250,000 to $800,000 a year.

Examples and dollar figures come from Snowstone reviews of real company data.

Working smarter

Value creation plans still build on interviews, samples, and experience.

Snowstone cites every claim, meaning your plan starts from evidence.

01

Company-wide scope

A review team can read only a sample of a company's data. Snowstone understands all of it.

02

Parallel investigation

Snowstone answers finance, sales, and operations questions side by side. Evidence found in one reaches the others.

03

Reviewable findings

Each finding links to the email, document, or file behind it. Your team can open the source and check the math.

TodayWith Snowstone

How work gets done

Samples show part of the daily work.

Find repeat work, extra sign-offs, and delays in every process.

Automation

Teams guess which tasks are worth automating.

Size each manual step that software or AI could take over.

Teams and incentives

Overlapping mandates and conflicting incentives surface only when they escalate.

See where teams duplicate work, pull against each other, or depend on one person.

Decisions

Analyses and warnings stay in inboxes.

See which decisions went ahead without evidence the company already had.

Priorities

Teams rank ideas on rough estimates.

Know what each fix is worth before work starts.

Tracking results

Progress lives in slide decks that go out of date.

Rerun the same questions as the business changes.

Operating analysis on demand

Put company-wide analysis behind your next decision.

Snowstone reads the company's data and ranks every fix by what it is worth.