An end-to-end automated Due Diligence engine.

85%Automation rate
x6Faster processing
+1200Documents managed

The investment team was bogged down by unstructured data. Manually extracting metrics from pitch decks and financial reports created a massive operational bottleneck, slowing down the deal-closing cycle.

Designed a custom NLP/OCR pipeline to ingest and parse heterogeneous documents. Built automated triggers that mapped extracted data directly into the Affinity CRM, ensuring a "Single Source of Truth."

Transformed the fund’s back-office from a cost center into a competitive advantage. The team recovered hundreds of hours annually, shifting focus from data entry to high-level strategic decision-making.