Fund management · Private markets
Quarterly LP reporting for a $500MM growth fund
Portfolio data arrived as 90-odd spreadsheets and PDF updates. We built extraction into the fund's own warehouse, with analyst review on every figure before it reaches an LP letter.
- Reporting cycle
- 11 days → 2 days
- Companies monitored
- 94, continuously
- Figures re-keyed by hand
- None
Financial services · Commercial bank
Credit memo preparation across a $6.4B book
Every figure extracted with a citation back to the page it came from. Credit officers review exceptions only; the audit trail satisfied the bank's internal model risk function without amendment.
- Time per memo
- 6 hrs → 40 min
- Memos prepared
- 1,240
- Field-level citations
- 100%
Placeholder figures — structure is correct, numbers to be replaced with signed-off engagement data.