Process Automation for Private Equity Firms
True process automation starts with solving your biggest bottleneck: the manual collection, validation, and tracking of critical documents for due diligence and compliance.
Automate Document Collection →Why PE Firms Use Automated Document Collection
Our platform is purpose-built to accelerate deal flow and streamline compliance by solving the specific document collection challenges faced by private equity firms.
AI-Powered Document Analysis & Validation
Accelerate due diligence by letting AI automatically validate document authenticity, check for completeness against your requirements, and flag expired files.
Automated Follow-Ups & Reminders
Stop wasting analyst time chasing portfolio companies or acquisition targets. Our system automatically sends reminders for missing documents via email and WhatsApp.
Real-Time Status Tracking
Gain complete visibility into the document collection process. Track the overall status of each end-client and see exactly which documents are pending or invalid.