How It Works in 3 Simple Steps
Get actionable insights into your workflows in minutes, not hours
Describe Your Workflow
Select your industry category and either use a pre-built template or start from scratch. Define each step in your process with time estimates and pain points.
Get Instant Analysis
Our AI analyzes your workflow to identify bottlenecks, calculate time and cost impacts, and rank steps by improvement potential using our proprietary scoring algorithm.
Implement Solutions
Review AI-powered automation recommendations with ROI calculations, payback periods, and implementation effort estimates. Download reports and start improving immediately.
Why Workflow Bottlenecks Cost You More Than You Think
For investment professionals managing funds, portfolios, and client relationships, operational inefficiencies directly impact your bottom line. Every bottleneck means:
- Lost Revenue Opportunities: Slow processes mean fewer deals closed and delayed client onboarding
- Higher Labor Costs: Manual, repetitive tasks waste expensive professional time on low-value activities
- Increased Error Risk: Manual processes lead to compliance issues, reporting errors, and regulatory penalties
- Team Burnout: Repetitive work leads to employee dissatisfaction and higher turnover costs
The ROI of Optimization
* Based on industry benchmarks from asset management and private equity firms
Frequently Asked Questions
Everything you need to know about the DLDV Bottleneck Finder
What data do I need to get started?
You only need basic information about your workflow: the steps involved, approximate time for each step, how often tasks occur, and which team members are involved. No sensitive client data or financial information is required. You can use estimates if exact numbers aren't available.
How do you handle my data?
We collect and process workflow data to improve the tool and provide you with analysis. Your data helps us understand how the tool is used and may be used to reach out with relevant insights. We never sell your data or share it with third parties for marketing purposes. For full details, please review our Privacy Policy.
How long does the analysis take?
Most users complete the analysis in 5-10 minutes. The tool guides you through 3 simple steps: (1) Select your workflow category and define steps (3-5 minutes), (2) Review and configure cost assumptions (1-2 minutes), (3) Get instant AI-powered analysis and recommendations. The more detail you provide, the more accurate your results.
What industries is this tool designed for?
While optimized for investment professionals (asset management, private equity, venture capital, hedge funds), the tool works for any industry with repeatable workflows. We provide pre-built templates for common investment operations like fund administration, client onboarding, deal flow management, compliance reporting, and portfolio monitoring.
How accurate are the ROI calculations?
Our ROI calculations are based on the time and cost data you provide, combined with industry-standard assumptions for automation implementation costs. Results are as accurate as your input data. We provide conservative estimates with cost ranges (low-to-high) for implementation. Many firms find actual ROI exceeds our estimates due to indirect benefits like improved accuracy and employee satisfaction.