Solutions

Workflow automations for private equity & alternatives

Increase your investments capacity and ensure you never miss a Capital Call or investment opportunity with our automated workflows built for PE and alts use cases.

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Patterns designed for private equity firms and LPs

Choose from our existing Patterns to automatically capture and transform key data from common alternatives documents or configure a Pattern to meet your firm’s needs, leveraging AI and machine learning models trained for your use cases.

Our Patterns for PE and alts workflows include:

Capital Calls & Distributions (Capital Notices)
Capital Account Statements
Schedule K-1s
Quarterly reports / Schedules of Investments
Financial statements
Subscription documents
Loan agent notices
US tax and SEC forms
Confidential Information Memorandums (CIMs)

Keep track of changes in your portfolios

Streamline your document processing workflows with machine learning and large language models, as well as built-in validation rules and data checkpoints to ensure your portfolio data is always accurate and up-to-date.

Move faster and stay ahead of your competition

With more efficient data workflows that provide additional layers of detail, you can react quickly to changes in the market and capture new opportunities for your firm.