̨ÍåÁùºÏ²Ê¿ª½±½á¹û

Back to all stories

How HMI Capital Cut Research Time and Improved Portfolio Management with ̨ÍåÁùºÏ²Ê¿ª½±½á¹û' All-in-One ̨ÍåÁùºÏ²Ê¿ª½±½á¹û

Introduction

HMI Capital, a concentrated equity-focused manager, is committed to long-term investments in 8-12 high-quality businesses. With a strategy focused on deep research to understand business trajectories over several years, HMI Capital needed a research solution that could provide extensive insights and support its rigorous approach.

The challenge

HMI Capital's investment strategy demands in-depth research to forecast the trajectory of businesses over three, five, or even ten years. Prior to ̨ÍåÁùºÏ²Ê¿ª½±½á¹û, expert calls were the single biggest line item in their research budget, but they lacked an efficient way to access and leverage these insights. Without a library of expert transcripts, the team had to start from scratch with each new company, leading to time-consuming and costly research processes. The lack of a centralized resource made it difficult to maintain updated insights on portfolio companies, ultimately slowing down decision-making and limiting efficiency.

Our solution

̨ÍåÁùºÏ²Ê¿ª½±½á¹û transformed HMI Capital's research process by providing a vast library of high-quality expert call transcripts, financial models, management checks, and more—all within a single platform. With ̨ÍåÁùºÏ²Ê¿ª½±½á¹û, HMI Capital could quickly get up to speed on industries and companies, significantly reducing the time and costs associated with initial research. The platform also provided ongoing access to the latest expert insights, giving HMI Capital the tools to monitor their portfolio companies in real-time. 

Moreover, ̨ÍåÁùºÏ²Ê¿ª½±½á¹û’ continuous evolution and strategic acquisitions have consistently added more value to HMI Capital’s research capabilities. The platform's ability to adapt and expand its offerings has made it an increasingly indispensable asset for the firm.

Prior to ̨ÍåÁùºÏ²Ê¿ª½±½á¹û, expert calls were the single biggest line item in their research budget

RK Mahendran

Partner at HMI Capital

Results

Implementing ̨ÍåÁùºÏ²Ê¿ª½±½á¹û has greatly enhanced HMI Capital’s research efficiency and depth. The firm now saves significant time by accessing a wealth of pre-existing data, allowing them to focus on strategic analysis rather than basic information gathering. This efficiency has not only improved the speed at which they can make informed decisions but has also contributed to better time management across the team, enabling them to maximize their productivity.

Financially, the consolidation of research tools into ̨ÍåÁùºÏ²Ê¿ª½±½á¹û’ all-in-one platform has optimized HMI Capital’s research budget, allowing them to allocate resources more effectively. The partnership with ̨ÍåÁùºÏ²Ê¿ª½±½á¹û has empowered HMI Capital to maintain its commitment to deep, long-term research while operating with greater efficiency and insight.

In summary, ̨ÍåÁùºÏ²Ê¿ª½±½á¹û has provided HMI Capital with a transformative research solution that enhances their ability to conduct in-depth analysis, reduces costs, and continuously adds value through ongoing product evolution. This partnership underscores ̨ÍåÁùºÏ²Ê¿ª½±½á¹û’ commitment to revolutionizing investment research, enabling firms like HMI Capital to achieve superior outcomes in a competitive landscape.

Headquarters

San Francisco, CA

Industry

Software, Internet & media, Fintech, Financial services

Focus

Public companies, Private companies

Take ̨ÍåÁùºÏ²Ê¿ª½±½á¹û for a Test Drive

You don’t see this too often, where a vendor is actually increasingly adding value to you.

RK Mahendran

Partner at HMI Capital

More stories