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.
The oversight your clients have been asking for. Provide transparency and offer real-time access to their data.
Work hand-in-hand with your clients. Share review and approval workflows in partnership with GPs and LPs.
Eliminate the pain of hunting through emails and sending documents back and forth. Add commentary, attach source documentation, and view 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
Increase efficiency and manage critical workflows with ready-to-use templates
Out-of-the-box connectivity to industry-specific niche solutions
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