Waypoint is an expert growth and M&A advisory who champion creative, tech, digital and media companies. They help with business growth, finance and acquisitions.

Founded
London, 2014
Engaged with GiantKelp
Oct 2023

Transforming M&A Intelligence: How Waypoint automated their knowledge management system

Client Overview

Waypoint is a leading UK corporate finance company specialising in M&A advisory services, with particular expertise in digital marketing and marketing spaces. Their success relies heavily on maintaining comprehensive market intelligence and leveraging deep industry knowledge to deliver superior results for their clients.

Challenge

Despite recognising that market knowledge was crucial to their competitive advantage, Waypoint struggled with an inefficient knowledge management system. Their existing solution—a complex spreadsheet that required weekly manual updates—proved time-consuming and impractical. Staff members rarely updated it, resulting in:

  • Outdated market intelligence
  • Inefficient information gathering processes
  • Underutilised knowledge resources
  • Time wasted on manual data entry
  • Inconsistent market monitoring

Solution

We implemented a comprehensive, AI-powered knowledge management system featuring:

  1. Real-time News Monitoring
  • Integration with 115+ news sources
  • Custom AI agent for automated analysis
  • Intelligent categorisation and summarisation
  • Standardised company extraction and tagging
  1. Resource Management Platform
  • Custom upload functionality for internal resources
  • Integrated web research capabilities
  • Automated enrichment of transaction data
  • Seamless integration with Pitch Book subscription
  1. Advanced Research Tools
  • Customisable web research functionality
  • Domain-specific search capabilities
  • Automated report generation
  • Time-frame specific analysis options

Results

The implementation delivered significant improvements to Waypoint's knowledge management capabilities:

  • 24/7 automated market monitoring
  • Streamlined access to real-time market intelligence
  • Enhanced deal information through automated enrichment
  • Significant reduction in manual research time
  • Improved decision-making capabilities through comprehensive data access
  • More efficient resource allocation
  • Better-informed client advisory services

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