The Challenge
As a family office managing investments across multiple asset classes, Terra Rossa faced mounting inefficiencies in its due diligence process. Each opportunity demanded more than 80 hours of manual work, slowing investment decisions to 3–4 weeks. The lack of a standardized evaluation methodology led to inconsistent outcomes, limited deal flow capacity, and challenges in maintaining institutional-grade documentation.
The Oaktech Solution
Oaktech partnered with Terra Rossa to implement its Due Diligence Copilot (DDC) — an AI-powered platform designed to transform the investment evaluation process. The solution delivered:
- Automated data extraction and analysis workflows
- Intelligent document processing and information extraction
- Standardized evaluation frameworks and scoring systems
- Automated Investment Committee memo generation
- Learning algorithms that adapt to the firm’s investment preferences
With DDC in place, Terra Rossa shifted from manual bottlenecks to streamlined, institutional-grade workflows that improved both speed and decision quality.
The Results
- 75% reduction in manual analyst work (80+ hours reduced to 20 per deal)
- 60% faster investment decisions (3–4 weeks reduced to 8–10 days)
- 40% increase in deal evaluation capacity per quarter
- 85% analyst satisfaction with automated workflows
Client Perspectives
“DDC transformed our family office operations by automating 75% of our manual analysis work while improving decision quality. Our team can now evaluate 40% more deals with greater consistency and confidence.”
— Christian Mack, Deal Origination, Terra Rossa
“DDC has fundamentally transformed how we approach investment opportunities, enabling our team to focus on strategic decision-making rather than administrative tasks. The platform’s ability to automatically generate comprehensive scorecards and detailed Investment Committee memos has created unprecedented efficiency while enhancing the quality of our analysis.”
— Jeff Luzzi, CEO, Terra Rossa Family Office
