Case Study: Sagitta SGR saves time in underwriting and due diligence with iDeals

Using iDeals to save time during underwriting, due diligence, and planning

Sagitta SGR, an Italian asset management firm and part of the Arrow Global Group, faced challenges with securely managing and sharing sensitive documentation during its rapid expansion. They needed a centralized, secure digital solution for underwriting, due diligence, and planning to handle internal and third-party investor collaboration. They selected the iDeals Virtual Data Room to address this need.

The iDeals solution provided a secure, customizable platform for creating separate data rooms for each client with different permission levels. This allowed Sagitta to efficiently control document access and sharing. As a result, the firm centralized its document storage and supported its significant growth, reaching approximately €1 billion in assets under management by the end of 2021 while ensuring top-tier security.

Sagitta SGR

Luigi Lovisetto

Investment Analyst