Case Study: Leading Investment Firm achieves automated IRR reporting with Barrachd

Leading Investment Firm - Customer Case Study

Leading Investment Firm needed a faster, more reliable way to calculate Internal Rate of Return (IRR) without relying on Excel. The existing approach was slow, error-prone, and struggled with the iterative nature of IRR, even when using Cognos TM1.

Barrachd implemented a TM1-based automation process that calculates IRR overnight instead of in real time, enabling daily BI reporting and eliminating Excel dependency. The solution lets the firm slice and dice data across funds, deals, regions, sectors, fund managers, and time periods, scaling from about 400 deals and funds per day to around 30 million IRR combinations, with results delivered to mobile Cognos BI dashboards each morning.