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Converts private-company financial documents into standardized, multi-period datasets for use in diligence, monitoring, and downstream systems.

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Core product

Understory Data Structuring Engine

Use cases

Private company financial diligence, portfolio monitoring, cross-portfolio benchmarking, creation of proprietary datasets from your firm's document library

Functional categories (vendor-stated)

Data Structuring, Document ExtractionPDF-To-Database Transformation

Integrations

PDF and Shared-Drive Ingestion, Structured Time-Series Outputs (Excel and API), Flat-File Delivery, and Integration Into Internal DatabasesBI Tools, and Modeling Workflows

Workflow stages

Deal Diligence, Historical Data Reconstruction, Portfolio Monitoring, Benchmarking, Internal Data Platform Build-Out

Portfolio focus

Private credit, sponsor-backed companies, private equity portfolios, crossover strategies, LP reporting