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.
The Platform will save 2 hours per week, per deal team member for the duration of each deal
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:
Improved client readiness for a deal
Reduced time by using industry scorecards for identifying gaps and opportunities with clients
Reduction in emails to clients
Faster due diligence process
Automation of administrative tasks
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.”
Team effectiveness and performance
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)
Increased Return On Investment (ROI)
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.
Definitions for question fields
For most accurate results, review the question definitions below.
1. Average annual costs including salary for each deal team member
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.
2. Average number of team members working on each deal
How many team members are there usually working on a deal simultaneously?
3. Number of deals the team can work on simultaneously
How many different deals can an individual team member typically work on at any one time?
4. Average number of months spent on entire deal execution process
How many months does the team usually spend on the deal process, from preparation all the way through to execution and close?
5. Average number of months spent on deal preparation only
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?
6. Average success fee for each deal
What is the typical fee earned upon successful close of a deal?
7. Estimated percentage of mandated deals successfully closed
Of the total deals mandated, what percentage of those would you typically close successfully?
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