Automated investor portal logincapital account dataportfolio datacalls & distributions dataNAV datainvestor portal loginworkflows

Goodbye to manual tasks, hello to streamlined data processes: save 50% of your teams' time and 90% of frustration.

Our clients and partners

Up and running in 2 weeks

We combine white-glove service with a core data engine to eliminate repetitive manual work, automating portal and data-room logins, extracting and validating data seamlessly, and running processes that are secure, controlled and auditable.

Accelerate your investment process by automatic document gathering from investor portals and datarooms.

Extract exactly the data you need from diverse document types reducing manual input and errors. Validate data automatically ensuring accuracy and compliance.

Streamline document storage and archiving with clear status tracking and approval workflows, improving team collaboration.

Connect your documents with accounting systems, CRM, fund administrator or other reporting tools. We handle investor portals and data for you.

Accelerate your investment process by automatic document gathering from investor portals and datarooms.