Workflow automations for private equity & alternatives

Never miss a Capital Call or tax deadline 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, configure a Pattern to meet your firm’s needs, or work with us to build a fully bespoke Pattern with an ML model trained for your specific use case.

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
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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.

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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.

Don't see a Pattern for your use case?

Our expert team of data scientists can train a bespoke Pattern for your specific documents.

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