Managed service: we run a managed service that connects to your General Partners’ (GP) inboxes and portals and automates data extraction.
Agentic AI framework: the service is run by an agentic platform under human oversight, delivering a high degree of automation and making us agnostic to how GPs deliver their documents.
Workflow: we connect to the portals, retrieve the target documents, rename them according to your naming policies, store them in a single repository and, where required, dispatch them to your other repositories.
Why it's special
Our agentic platform lets us adapt quickly to any format GPs use to deliver their documents, achieving high levels of automation and keeping the service highly cost-competitive.