Every fund is drowning in fund documents, emails, spreadsheets, and regulatory filings. 80% of institutional knowledge lives in formats that legacy systems can't touch and teams are spending 2,500+ hours annually hunting through documents instead of serving clients.
Don't get left behind
To compete for institutional capital, you need instant answers, complete audit trails, and scalable operations.
49% Zero Automation
Half the industry still runs on spreadsheets and email. Join the automated half - or get left behind.
Compliance Risk
Non-compliance can trigger fines up to £10M or 2% of global revenues.
£27B+ Spent
Investment managers spend £27B+ annually on investment servicing. Most of it goes to manual work.
The Problems We Solve
Every month, investment servicing teams face the same nightmare: rebuilding context that already exists somewhere in the organisation. Clients demand faster responses. Regulators require more disclosure. And 80% of the answers are buried in formats legacy systems can't touch.
01
Investor Query Response
Instant answers to ad-hoc investor questions. Stop scrambling through SharePoint to answer questions. Semantic search finds answers across 1000+ documents.
02
Due Diligence
Answer due diligence questions in minutes instead of days. Automatically pull responses from your documents and pre-populate standard and custom templates.
03
Institutional Memory
Stop losing knowledge when people leave. Capture years of client interactions, decisions, and context into one searchable, citable layer.
04
Private Assets
Consolidate private asset data across fund structures. Unify data from direct investments, fund-of-funds, and SPVs into a single intelligence layer.
Elevate Your Business With Our Three-Phase Approach
Three layers. One source of truth. Institutional memory that gets smarter over time.
Layer
01
VAULT
Centralised repository that ingests all unstructured data - emails, documents, spreadsheets, and transcripts, with automated classification and version control.
