Win back time and get better insights by automating fund documents and data tasks.

100 percent
technology

We’re the first and only fund docs and data automation solution that’s pure tech – no hidden human outsourcing.

Fast deployment;
Instant scalability

Pure technology means incredibly fast deployments, seamless integration, and instant scalability.

Focus people on
higher-value work

It’s people who create value, so our focus is automation and tools that drive human ingenuity and productivity

“Fundamatic enabled us to scale our operations function by automating the document collection process for alternative investments as well as meeting our unique reporting needs.”

Investment Operations Analyst, Family Office

- Sean Griffiths, Director, Stepstone Group

- Investment Operations Analyst, Family Office with ~$2bn AUM

- Endowment Fund with ~$8bn AUM

Manual work
is too slow

Investment insights are business-critical, but capturing fund documents and processing data is incredibly time-consuming.

Skilled people
are leaving

Mundane, repetitive work leads to burnout and high staff turnover, especially among bright and enthusiastic industry entrants.

Data quality
can’t be trusted

Asset allocation relies on trusted data, but manual processes lack transparency and human error is unavoidable.

Your greatest
asset is wasted

People are your most valuable resource, but time spent on manual tasks is time unavailable for strategic and value-added work.

Human processes
don’t scale

People are not an elastic resource – it’s hard to keep up with changes in demand and maintain data quality.

Growth is
constrained

Growth is the goal, but when the costs and risk of expansion are too high your business ends up stuck.

Conventional solutions involve risks to deadlines, budgets and data security. Outsourcing is becoming uneconomic, many so-called “automation” solutions rely on hidden people, and both entail unpredictable processing times.

End-to-End Automation

We automate every step of a document’s journey, from zero-touch portal access, to classification, and smart data extraction and analysis.

Pure Technology

We guarantee complete transparency and control – no risk of hidden human outsourcing that holds up turnaround times.

Modular and Scalable

Deploy our Vault and Analyze products together or separately, configured and integrated to fit your tech stack and business needs.

Trusted Data

Manual document and data capture is slow prone to error. Automation enhances accuracy and transparency, ensuring readily available data that allocators can trust.

Quietware™

Our products quietly take care of business-critical processes, delivering what you need without fuss. We save time and reduce distractions, unleashing your human capital.

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No Black Box

100 percent tech means we can guarantee complete transparency and control.

Better Models

We build layers of analytics models in-house, for best-in-class classification and extraction.

90% More Time

Imagine your productivity when the same work is done in just 10 percent of the time.

Fast & Flexible

Onboard in minutes, with seamless and secure integration with virtually all fund portals.

Easy For Email

Email-to-document creation tool captures fund data not published in online portals.

Stay Organized

Names and tags docs consistently, and automatically files them by investment vehicle.

See Everything

Matches disparate fund names to your taxonomy and visualizes your true investment position.

Miss Nothing

Smart document fulfillment learns reporting pattens and alerts you when docs are missing.

Own Your Data

Some solutions take ownership of your data, but we never do (in fact, only you can see your data!)

FUNDAMATIC IS AT YOUR SIDE

Fundamatic exists to make your business more efficient. Our engineers and data scientists love ideas that make our products even better and will work with you to implement them.

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IS FUNDAMATIC RIGHT FOR YOU?

Answer 2 questions and find out how Fundamatic can help your business.

Describe your business…