Case study · DealSurface · Analytics platform development
More opportunities. Lower AI costs.
We helped DealSurface build a platform that identifies sales opportunities in insurance for its customers. DealSurface reports 34% more actionable signals and a 99% reduction in LLM processing costs.
The question
DealSurface analyzes millions of documents across SEC filings, earnings calls, press releases, company websites, and other public sources to identify sales opportunities in insurance for its customers.
The challenge was to turn that volume of information into precise, useful matches without sending every document through an expensive LLM. Customers needed to find the developments they were looking for and discover opportunities they might not have known to investigate.
What we built together
We worked with DealSurface to build a pipeline around Sturdy Statistics’ topic-modeling technology. Their ingestion pipelines feed documents into our system, which indexes the content into granular topics that can be measured, filtered, and analyzed directly.
Together, we built a custom filtering and matching system that combines those topics with company data to isolate the critical information for each customer. This organization and analysis happen before the material reaches an LLM. Advanced models then work with the selected information to produce the final research.
What changed
DealSurface reports a 34% increase in actionable signals and a 99% reduction in LLM processing costs. The platform surfaces more opportunities for customers while keeping the cost of analyzing millions of documents under control.