Case Studies

Real Archives. Real Deal Mechanics.

Not sure whether your organization's data qualifies? Choose a company below to see the sample they shared first, what the full dataset contained, why it was valuable, and how the deal was executed and paid.

Anonymized case studies. Company names and identifying details have been changed to protect client confidentiality. Each profile is a composite of several engagements and typical deals in that industry; payout figures are illustrative.

Case Studies

Select a company to see its full case study.

Redwood Peak Partners · Finance & Investment: Middle-market private equity firm with 12 years of complete investment decision loops, from sourcing to realized outcomes.

Seller payout ~$1.15MTime to payout 34 days

Finance & Investment

Redwood Peak Partners

Middle-market private equity firm with 12 years of complete investment decision loops, from sourcing to realized outcomes.

Scale: 74 employees · $3.8B AUM
Archive span: 12 years
Seller payout: ~$1.15M
Time to payout: 34 days

01 · Company Profile

1 — Company Profile

Overview

Redwood Peak Partners — Middle-market private equity firm. Founded 2013. The archive preserved complete investment decision loops: sourcing, diligence, models, management calls, investment committee (IC) debate, ownership-period operating work, and realized outcomes.

Scale

74 employees · $3.8B AUM. Archive: 12 years · 6.4 TB raw · 1.9M files/records.

02 · Data Profile

2 — Data Profile & Valuation Drivers

Initial Sample Data

Three completed deals and one rejected deal: IC memo, model versions, diligence tracker, management call, portfolio update, and CRM history. Approx. 6.2 GB sample.

Today, the first step is the same: complete our Data Asset Audit and upload a small representative sample.

Full Dataset Delivered

Redwood Peak Partners full dataset by source
Source	History	Scale	Format	Approx. size
Deal CRM	12y	38K opps	CRM	7 GB
IC archive	12y	1,480 deals	PDF/PPTX	86 GB
Models	12y	8,900 models	XLSX	54 GB
Diligence	12y	92K files	Mixed	740 GB
Calls	9y	14K calls	Text	31 GB
Portfolio	11y	14 cos.	XLSX/PPTX	128 GB
Email/Teams	10y	8.2M msgs	MBOX/JSON	510 GB

Scroll sideways to see all columns.

Also included: a research archive (410K docs). Metadata profile: identity mapping high, revision history preserved, timestamps normalized, attachments linked, sensitive data filtered.

Valuation Rationale

Why this company was interesting

The combination of sourcing, diligence, models, calls, IC debate, operating work, and outcomes made this more valuable than a standalone library of investment memos.

What drove value

The complete investment lifecycle, both rejected and completed deals, model versions, IC reasoning, ownership interventions, and realized outcomes. These were expert decision traces linking hypotheses, models, diligence, committee debate, interventions, and investment outcomes.

Data categories and why each was useful

IC memos / decks · 1,480 dealsdecision reasoning
Financial models · 8,900 modelsforecast → outcome
Diligence materials · 92K filesexpert analysis
Management calls · 14K transcriptsexecutive reasoning
Portfolio reporting · 11 yearsactions + outcomes
Deal CRM · 38K opportunitiesselection / rejection
Research archive · 410K docsevidence gathering
Email / Teams · 8.2M msgscollaboration context

What would have made this archive weaker

Only final IC decks; public research; models flattened to PDF; or completed deals without rejected deals, model history, or realized outcomes.

03 · Deal Execution

3 — Execution, Deal Structure & Economics

Timeline

From sample submission to payout: 27 days

From first contact to payout: 34 days

Day 0
First contact
Day 3
Archive inventory
Day 7
Four-deal sample
Day 11
Rights review
Day 16
Buyer diligence
Day 23
Commercial indication
Day 30
Full extraction
Day 32
Acceptance
Day 34
Seller payout

Timelines may vary based on the data.

Ingestion & Extraction

Seller-delivered export

Redwood Peak Partners delivered the export directly from its own systems. The deal included a preparation and diligence phase covering extraction, QA, and rights review. The full extraction (Day 30) preserved model versions, formulas, and document relationships. On receipt, Input Frontier handled filtering, normalization, and QA.

Transaction Type

Non-exclusive license

Non-exclusive license of a defined data package. The seller kept its underlying business.

Seller Compensation

~$1.15M

Illustrative figure · client anonymized

The Process

How the Process Works

01
Introduction & Intake
Tell us about your organization: years in operation, rough headcount, major systems (Slack, Google Workspace, CRM, Jira, industry software), how long records are retained, and whether you control them. Exact storage numbers are not required up front.
02
Small Representative Sample
Share a small, representative slice so we can see the structure, metadata, and how your systems link together. In the case studies, samples ranged from about 3 GB to 18 GB and arrived 5–13 days after first contact.
03
Technical & Rights Review
We confirm you have authority to license the records, check how many years are continuous and whether records link across systems, and decide what must be excluded for privacy, privilege, confidentiality, or third-party rights. Regulated archives (legal, healthcare) add a formal privilege or privacy protocol at this stage.
04
Valuation & Commercial Terms
Value depends on historical depth, volume, expertise and rarity, reasoning density, workflow richness, cross-system linkability, revisions, outcomes, completeness, rights, extraction difficulty, and privacy constraints. It is not based on gigabytes alone. You then receive a commercial indication.
05
Full Export, Filtering & QA
Inventory → Extract (keeping metadata, timestamps, formulas, threads, and relationships) → Filter out restricted material → Normalize → QA for completeness, broken links, missing attachments, duplicates, and time coverage → Deliver.
06
Acceptance & Payout
Once the delivered dataset is accepted, payment follows. In every case study, payout arrived 1–2 days after acceptance. Total time from first contact to payout ran from 28 to 36 days across all five case studies.

What makes an archive stronger

Roughly 5+ years of operating history
Roughly 10+ employees
Multiple systems that can be linked by timestamps or IDs
Preserved revisions and outcomes

These are heuristics, not hard minimums. A smaller archive can still be valuable if it is unusually expert, rare, longitudinal, dense, or well-linked.

Does Your Organization Look Like One of These?

Tell us about your systems and history. We'll help with the audit, sample, valuation, and extraction plan.

Or email us directly at team@inputfrontier.com