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Case Study

How a $20B+ AUM Manager Unified Performance Reporting, Giving Investors Answers in Hours, Not Days

Segment

Asset Managment

AUM

$20B

Asset Classes

Public & Private

"An accurate performance track record is one of the most scrutinized signals in private markets. When it lives in five different systems, you're not just slow, you're exposed."
— Data Persona

Unified schema mapping across every source and format

Pre-built connectors to 100+ financial data sources
LLM-powered extraction for unstructured documents
Automated schema mapping and validation on ingestion