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Patterns
The architecture for your automation
Automate your private markets data workflows with personalized rules for data extraction, transformation, and validation.
The right automation for your use case
Powered by advanced AI and machine learning models, Patterns automatically capture your private markets investment data with automated workflows for processing your unstructured documents.
Existing Patterns
Choose from our pre-configured workflows for documents like Capital Notices, Brokerage Statements and SOIs that contain a set list of common fields, transformations and validations.
Configure a Pattern
You can configure an existing Pattern to meet your specific data, workflow, and integration requirements. Our team will work closely with you to configure the Pattern to your data needs.
Designed to capture and transform your data
Capture exactly the data you need
Extract key data from your documents with AI-powered Patterns pre-configured for private markets and investment operations use cases, such as capital account statements, loan agent notices, and tax forms. Capture the critical data you need automatically, regardless of document format or fund.
Automate your data validation
Automatically check for missing data fields and data type mismatches with validations built into your workflows. Create custom complex, logic-based, or mathematical validations to be sure your data adds up before it enters your systems.
Add custom data transformations
Reformat data points according to your firm's requirements and add enrichments and data mapping to align with your data dictionaries. Clean up formatting, append data, or connect disjointed data automatically, so you can be confident that your data is ready for action.
Send better, richer data to your systems
Get actionable and structured data every time. With instant data cleanup and validation, any errors or missing data points are flagged for your team's review. Automated checkpoints for your data ensure it’s consistent, complete and exactly the format you need.
Built to scale, without templates
Templates require data to be in the same place and format every time. Our Patterns for private markets use cases are built using cutting-edge AI and machine learning to accurately identify your data every time, no matter the format, document type, or number of funds.
Explore our newest features
Click through the interactive demo below to tour our fund tracking feature.
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