Include analysts directly involved in portfolio research, due diligence, filing review, and ongoing risk monitoring — not operations, compliance, or support staff.
Select the band that best reflects fully loaded annual compensation — base salary plus bonus. This converts analyst hours into real dollar cost.
Select all that apply. PRIE-assisted times include mandatory human review — PRIE supports analyst judgment; it does not replace it.
Set how many portfolios your team reviews annually and how often each is formally reviewed. Both multiply analyst hours — and your savings potential.
| Task | Manual hrs / yr | Labor cost | PRIE hrs / yr | Hrs saved |
|---|
Investment teams don't buy automation on hours saved alone. The strategic case rests on risk avoidance, decision velocity, and the ability to scale oversight without scaling headcount. The value drivers below are qualitative — not included in the labor model, by design.
Earlier detection of hidden exposure
PRIE continuously monitors filings, disclosures, and market data between formal review cycles. A single missed risk event can cost multiples of a year's PRIE fee in remediation, client loss, or regulatory exposure.
Faster IC turnaround
IC-ready dossiers in under an hour versus days means your team can respond to market events, manager changes, or mandate reviews faster than peers working manually.
Monitor more without hiring
Manual processes typically limit active monitoring to largest holdings. PRIE enables continuous coverage across the full portfolio — surfacing issues in smaller positions that often go unmonitored.
Defensible, traceable diligence
Every PRIE output is citation-backed and source-linked. Low-confidence or uncited outputs are flagged for human review — not presented as fact. Designed to support documentation and adviser review workflows.
Better reporting, deeper relationships
Hours freed from document parsing return to client conversations, IC debate, and strategy. Institutional clients expect structured, consistent reporting — PRIE enables that without expanding headcount.
Consistent process across all holdings
Manual workflows produce variable-quality diligence depending on analyst bandwidth. PRIE applies the same structured analysis to every portfolio and cycle — reducing inconsistent treatment.
ROI formula
ROI = (Manual labor cost − PRIE-assisted labor cost − $20,000) ÷ $20,000 × 100. Manual = task hours × (salary ÷ 2,080) × team × volume × cycles. Assisted = PRIE review hours × same rate. Net savings = manual − assisted − $20K.
Salary & hourly rate
Hourly rate = annual compensation ÷ 2,080 (52 wks × 40 hrs). Bands from BLS OES May 2024 (SOC 13-2051, 13-2054) and CFA Institute 2023 Compensation Survey. Upper bands include estimated bonus.
Manual task hours
Filing reviews (5–8 hrs), benchmarking (6–10 hrs), surveillance (2–4 hrs), portfolio scoring (3–5 hrs), IC reports (4–6 hrs) are midpoint estimates from ReN pilot workflow data (2024–2025), cross-referenced with McKinsey (2023) and Deloitte (2022).
PRIE-assisted hours
Remaining human time after PRIE: filings 45 min, benchmarking 1 hr, surveillance 30 min, portfolio scoring 30 min, news digest 15 min/day, IC report 1 hr. Conservative estimates including analyst review, validation, and sign-off.
News monitoring
Annualised at 240 working days × team headcount. Manual: 1.5 hrs/day per analyst. PRIE-assisted: 15 min/day for digest review. Source: ReN pilot data. Consistent with McKinsey (2023): 1.2–1.8 hrs/day on unstructured data.
Review frequency
Industry average: 4× per year per portfolio (Preqin Investor Survey 2023). Surveillance and news monitoring are continuous — not multiplied by cycle count.
Compliance note: PRIE is designed to support auditability, documentation, and adviser review workflows. It is not a substitute for legal counsel, compliance review, or fiduciary judgement. Citations and source links are provided for all outputs; low-confidence items are flagged for human review.
Email us at ren@diversityeconomics.ai to book.