Calculate your ROI with Daizy
Fund reporting, portfolio commentary & storytelling, and client engagement
Daizy has extensive experience in implementing AI optimized workflows for Asset Managers. The productivity improvements our clients experience is transformative. This calculator gives executives a better sense of what is achievable. Contact us to customize the analysis to your own specific processes.
Portfolio commentary process
Interactive “calculator” – adjust to your current process (number of funds, duration per step, work effort) to see what impact Daizy could have
Lead time
Throughput potential
ROI Calculator
78%
Time compression
from 15 days to 3 days
2.0 FTEs
Time saving
3.4X
Productivity improvement
SET NUMBER OF FUNDS
ADJUST BARS TO REFLECT YOUR PROCESS
PROCESS DURATION
SEE WHAT YOU COULD ACHIEVE WITH DAIZY
Time saved is just the beginning
- The real transformation goes beyond short term efficiency savings
- Daizy frees your teams to focus on higher-value activities, unleashing new growth levers, faster speed to market, and better client outcomes
Every firm is different — let's talk about yours
Success depends on process — that’s where we lead
Achieving real AI ROI requires a structured approach to implementation. Many firms stall at the pilot phase because their tools don’t integrate into workflows or meet compliance standards.
Daizy brings deep expertise in operational rollout, compliance integration, and change management to ensure your initiative moves from proof-of-concept to enterprise value.
Every firm is different — let’s talk about yours
The numbers above are directional — your actual opportunity depends on the size of your product range, your internal structure, and the workflows you prioritize.
We’d love to walk through how this would apply in your context. Whether you’re just exploring or ready to scale, we’ll show how your firm can unlock meaningful ROI with Daizy.
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