Turn Chaos Into Clarity
From scattered documents to actionable insights — in minutes, not weeks
The Challenge
Sound Familiar?
Critical information buried in emails, spreadsheets, PDFs, and disconnected portals
Your team spends weeks copying data between systems instead of analysing it
SFDR, TCFD, GRI deadlines approaching with incomplete data and manual reporting
Investors and board members waiting for reports that take too long to produce
The Solution
One Platform. Complete Control.
Speed
Documents to reports in minutes
Intelligence
AI that understands your data
Flexibility
Adapts to your workflow
How It Works
Your Complete Data Lifecycle
Collect
Custom forms, document upload, automated data requests from any stakeholder
Extract
AI-powered document intelligence — turn PDFs, spreadsheets, and images into structured data
Transform
Data normalisation, validation, and enrichment with custom business logic
Analyse
Real-time dashboards, AI-powered insights, and advanced analytics
Report
Branded reports, regulatory templates, and multi-format export
Share
Stakeholder portals with self-service access and real-time updates
Built For
Organisations That Manage Money
Private equity, venture capital, hedge funds, real estate — manage portfolios and report to investors with confidence.
Limited partners, allocators, and institutional investors tracking fund performance and ESG alignment.
Multi-manager allocators aggregating data across underlying investments with look-through visibility.
Service providers delivering scalable operations and reporting across multiple clients.
Multi-generational wealth management with consolidated reporting across all asset classes.
Any organisation with complex financial data, stakeholder reporting, and compliance needs.
Let us show you what your data can reveal
From first fund to global institution, we're ready when you are.
Book a Demo