Extract Investment Data in Seconds, Not Hours

Stop manually hunting through hundred-page prospectuses. Our AI instantly extracts critical financial metrics and automatically populates them into your investment evaluation template. Analyze deals faster and make confident decisions with complete, accurate data.

PROBLEM

Investment Analysis is Drowning in Document Chaos

Investment professionals spend countless hours manually extracting key data points from dense prospectuses and pro forma documents. Buried financial metrics, inconsistent formatting, and manual data entry create bottlenecks that slow down deal evaluation and increase the risk of errors.

SOLUTION

How It Works

Intelligent Document Parsing

Our AI-powered system reads through complex investment documents and instantly identifies critical data points like investment type, total capital, projected IRR, hold periods, and risk factors. It understands context across any document format or structure, ensuring accurate extraction regardless of how the prospectus is formatted.

Automated Template Population

Extracted data automatically flows into your standardized investment evaluation template, eliminating manual data entry and reducing errors. This accelerates your deal analysis workflow and ensures consistency across all investment opportunities you evaluate.

Source Verification and Confidence Scoring

Every extracted data point includes source verification directly from the original PDF, so you always know where the information came from. This transparency builds confidence in your analysis and provides an audit trail for your investment decisions.

PROCESS

From kickoff to launch in weeks, not months

01/ Discovery

Week 1

We audit your workflows and interview you to extract your subject matter expertise. Your AI delivers excellent work because we train it on your expertise.

02/ Development

Week 2

We build your custom AI at startup speed, using our own AI. We run evaluations to ensure quality and consistency.

03/ Testing

Week 3

Your team deploys the AI and gives feedback. We polish and provide full documentation.