Reallocate resources from manual data entry to high-value investment evaluation and analysis efforts, away from mundane manual tasks
Streamline data collection and drive investment decisions with authoritative, validated information
Eliminate the pain of hunting through emails and exchanging documents back and forth with investment managers. Add commentary, attach source documentation, and view the audit trail alongside the data.
Collect data across the sophistication spectrum from simple flat files to modern APIs and messages
Automatically examine data as it is collected and apply business rules to identify data exceptions. Once identified, manage workflow for data cleansing, review, and approval.
Achieve real-time transparency into activities; past, present, and future. Record tasks, assign them to teams or individuals and track progress.
Establish governance with process standards and defined roles and responsibilities. Retain a complete audit trail of information, changes, and approvals.
Collect data across the sophistication spectrum from simple flat files to modern APIs and messages
Automatically examine data as it is collected and apply business rules to identify data exceptions. Once identified, manage workflow for data cleansing, review, and approval.
Achieve real-time transparency into activities; past, present, and future. Record tasks, assign them to teams or individuals and track progress.
Establish governance with process standards and defined roles and responsibilities. Retain a complete audit trail of information, changes, and approvals.
Create a unified and actionable data set by automatically validate and fill in missing data from PCAPs and Notices
Eliminate manual review by automating the validation of core accounting data
Optimize portfolio company data to eliminate errors and omissions
Out-of-the-box connectivity to industry-specific niche solutions
Input your search keywords and press Enter.