Deal efficiency calculator explainer

How does it work?

Our deal efficiency calculator is powered by information we’ve aggregated primarily from our products and systems. The calculator uses pre-set inputs and corresponding answers that represent typical client metrics allowing you to make the adjustments required to reflect your own situation more quickly.

For ease of use, we’ve included simple definitions for each of the calculator fields. We’ve also made a number of general assumptions to calculate the formula – based on our experience – which will influence your outcome. These are listed below.

Please note that your results on the deal efficiency calculator (and any information found on this website) do not constitute financial, investment or other advice by us in relation to any product. The information is intended to be used for research and comparison purposes only.

Ansarada does not collect, identify or use your data for any purpose other than to determine your potential increase in ROI resulting from the use of the Ansarada platform.

To reach our conservative estimate of minimum time savings of “2 hours per week, per deal team member for the duration of each deal”, we’ve taken the below factors into consideration, including (but not limited to) a general estimate of the time that can be saved on:

    1. Improved client readiness for a deal


    1. Reduced time by using industry scorecards for identifying gaps and opportunities with clients


    1. Reduction in emails to clients


    1. Faster due diligence process


    1. Automation of administrative tasks


    1. Analysis and reporting


    Other overall productivity improvements, during both the preparation and execution phases of the deal

An analyst can spend more than 10 hours per week reviewing and reporting on the status of transactions of deals, information and potential clients. According to CapGemini, “Low advisor productivity has been a result of manual operations, non-integration of key processes coupled with technology tools, and capabilities silos.”

To reach our calculation for team effectiveness, we assumed that a significant portion of low-value and manual tasks would be replaced with automated processes via Ansarada’s platform, freeing up the team to prioritize more strategic, high-value work.

Due to the factors listed above, we’ve estimated that a significant portion of time saved would equal a minimum of two hours increase in efficiency and overall team effectiveness.

We’ve made the assumption that the deal team employees have a relatively low work-life balance, spending 50 hours of their week working, based on the following statistics:
50% of the average advisor’s time is spent on transactional tasks (read more)
The average employee works up to 84 hours a week (read more)

The potential ROI shown is an estimate of a dollar amount of deal efficiency via time savings based on the savings of two hours per deal team member, per week, per deal based on your current performance as detailed above. The dollar value baseline for the ROI calculation is the annual cost of a Material Information Platform subscription. The number of minutes refer to the break even point where the Platform has covered its own subscription cost, as soon as the team has saved that number of minutes per week.

We believe that the deal team hours saved due to increased efficiencies could be reinvested into additional deals or business development, which would further increase your ROI – however the calculator does not address this.

For most accurate results, review the question definitions below.

What is the average total amount paid for employee wages and benefits per employee, including wages, salaries, commissions, bonuses, employer paid insurance and any other fringe benefits? You could consider adding 25%-40% on top of basic remuneration package, or even higher if indirect overheads like office rental, IT support, amenities are included.

How many team members are there usually working on a deal simultaneously?

How many different deals can an individual team member typically work on at any one time?

How many months does the team usually spend on the deal process, from preparation all the way through to execution and close?

How many of the total months of the deal are spent on preparation, including organising the team, planning the deal strategy, and gathering material information?

What is the typical fee earned upon successful close of a deal?

Of the total deals mandated, what percentage of those would you typically close successfully?

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