How Montyon Capital Built a 360° Market Radar

Context & Challenges

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The fund faced three core challenges stemming from manual, time-consuming data gathering and analysis:

1. Portfolio Blind Spots: Tracking the complex ecosystem of a portfolio company—including its clients, suppliers, competitors, and macro-economic trends—was a reactive process. This meant critical risks and commercial opportunities were often identified too late.
2. Missed Buy-Signals: High-potential investment targets, once identified, were difficult to monitor consistently. Key triggers for action, such as a leadership change, a new funding round, or a strategic shift indicating a carve-out, were frequently missed.
3. Lack of Structured Competitive Insight: Monitoring the activities of dozens of competitor funds was inconsistent and unstructured, making it difficult to benchmark performance and anticipate market movements.

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The Solution

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1. Portfolio Intelligence Engine

For each key asset, we built a dedicated 360° monitoring system. Using an industrial portfolio company as the initial blueprint, the AI continuously tracks its entire business environment:

• Market Dynamics: Real-time monitoring of key commodity prices, production volumes, and sector-specific regulations.
• Client & Project Tracking: The system identifies and analyzes announcements from key clients (e.g., major energy operators, EPC contractors), flagging new projects and capex plans that create direct commercial opportunities.
• Competitor & Supplier Watch: The AI monitors strategic moves from direct competitors, such as capacity expansions or M&A, and flags potential supply chain disruptions.
• Automated Recommendations: The system synthesizes these data points into concise, forward-looking recommendations, such as “Secure specific raw material supply for Q4 due to rising demand” or “Initiate contact with EPC contractors for new LNG project.”

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2. Proactive Target Monitoring

We implemented an automated surveillance module to track the fund's list of target companies. The system actively scans financial press, local news, LinkedIn, and corporate filings to detect critical buy-signals. The AI is trained to automatically identify and flag events like leadership changes, new funding rounds, or reports of a sale mandate.

3. Systematic Competitor Intelligence

A dedicated monitoring module was deployed to track pre-defined competitor funds. The system tracks all public activity, including new deals, fundraising announcements, and key personnel changes. Each piece of information is automatically assigned an AI-generated relevance score, allowing the team to instantly focus on the most impactful market movements.

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Outcome & Key Deliverables

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Our work provided the fund with a continuous stream of structured, actionable intelligence, delivered in highly accessible formats:

• Weekly Portfolio Intelligence Briefs: A consolidated weekly email for each key asset, synthesizing all critical market, client, and competitor events and delivering a clear summary with prioritized actions.
• Weekly Target Signal Report: A consolidated email digest summarizing all relevant signals detected across the target list, paired with an automated update to a central Airtable database.
• Weekly Competitor Activity Summary: A synthetic weekly email detailing the most relevant competitor activities, scored by importance.
• A Centralized Intelligence Hub: All modules feed into a unified system, creating a persistent and searchable knowledge base that gives the entire team a shared, data-backed understanding of their market, portfolio, and competitive position.

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