Case Study: a global investment firm achieves faster portfolio insights with Spaulding Ridge's AI-powered chatbots and executive dashboards

Global Investment Firm accelerates portfolio analysis with Spaulding Ridge and $400 billion in AUM

A global investment firm with over $400 billion in assets under management faced significant challenges due to a lack of clear financial visibility across its many portfolio companies. Their data was fragmented across disparate systems, including legacy SQL Server infrastructure, which hindered performance analysis and high-stakes decision-making. The firm partnered with Spaulding Ridge to modernize its data stack and bring speed and usability to its systems.

Spaulding Ridge implemented a scalable data and analytics transformation, beginning with a pilot for an AI-powered chatbot using Snowflake to query both structured and unstructured data. The solution expanded to include executive dashboards built with Sigma for real-time fund performance and liquidity insights. As a result, the firm now enjoys rapid access to portfolio data, accelerated decision-making, and a scalable foundation for AI-driven analytics. Spaulding Ridge delivered a path to global scalability and stronger strategic partnership.