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AI-Powered Document Data Extraction
Transform Unstructured Documents into Structured Data
Automate the extraction and structuring of data from complex financial documents with precision and speed.
The Challenge
Asset managers regularly process numerous PDF documents – fund prospectuses, regulatory filings, property valuations, research reports. Manual data extraction is time consuming and prone to inconsistencies, especially when dealing with multiple languages and varying formats.
Our Solution
We develop custom AI-powered extraction agents that automatically parse and structure data from financial documents. Our solution goes beyond simple text extraction – we model the exact data structure you need, ensuring consistent output regardless of document format or language.
Key Features
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Multi-language processing of Swiss fund documents (French, German, Italian, English)
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Custom data modeling tailored to your exact requirements
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Minutes vs hours: Automated extraction from PDFs, tables, and complex layouts
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Currently deployed for real estate fund prospectuses and regulatory filings
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Built-in validation with complete audit trail for compliance
AI-Powered Asset Due Diligence
Systematic Research and Evaluation at Scale
Transform weeks of manual research into minutes of comprehensive, fact-checked analysis across any asset class.
The Challenge
Thorough due diligence requires analyzing multiple dimensions of an investment opportunity – from team backgrounds and financial metrics to competitive positioning and regulatory compliance. Analysts spend days gathering information from disparate sources, often missing crucial developments or struggling to maintain consistency across evaluations.
Our Solution
We've developed a two-stage AI system that conducts comprehensive asset research and evaluation. Our research agents gather and verify information across carefully designed evaluation dimensions, while our scoring agents apply rigorous grading frameworks to produce consistent, actionable assessments. We handle the complex work of defining what matters for each asset class – identifying the critical dimensions to analyze, establishing research parameters, and creating grading guidelines that distinguish strong from weak investments. Our frameworks are refined through client feedback but built on our deep domain expertise. The system adapts to any asset class – from blockchain protocols to equities to sovereign bonds.
Key Features
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Expert-designed evaluation frameworks for blockchain protocols and equities
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Two-stage AI system: Research agents gather data, scoring agents evaluate
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White-label ready reports for direct client communication
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Source whitelisting for accuracy and compliance control
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Minutes not weeks: Comprehensive analysis across multiple dimensions