Automated Data
North America
AI‑powered document collection, structured data extraction and reporting for alternative investments
Core product
ADI is a data and AI platform that enables LPs, FAs and other financial institutions to unify their data, automate workflows, create operational efficiencies and unlock intelligence. This includes the ability to automatically integrate with a GP portal, and download all alts documentation for extraction, processing, and reporting
Use cases
Automated spreading, borrower reporting ingestion, covenant tracking, credit memo preparation, portfolio monitoring
Functional categories (vendor-stated)
Integrations
Workflow stages
Portfolio focus
Underwriting and active monitoring
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