--- title: Product description: Automated document capture, AI-powered data extraction, and trusted fund data delivered consistently with minimal system management. Built for institutional investors. --- [Skip to content](https://hello.fundamatic.com/product#main-content) [![Fundamatic](https://hello.fundamatic.com/hs-fs/hubfs/logo.png?width=261&height=163&name=logo.png "Fundamatic")](https://hello.fundamatic.com?hsLang=en) [GET A DEMO](https://hello.fundamatic.com/get-a-demo?hsLang=en) - [PRODUCT](https://hello.fundamatic.com/product) - [SOLUTIONS](https://hello.fundamatic.com/solution) - [RESOURCES](https://hello.fundamatic.com/resources) - [ABOUT](https://hello.fundamatic.com/about-us) - [LOGIN](https://www.fundcogito.com/login) - [GET A DEMO](https://hello.fundamatic.com/get-a-demo) - [PRODUCT](https://hello.fundamatic.com/product) - [SOLUTIONS](https://hello.fundamatic.com/solution) - [RESOURCES](https://hello.fundamatic.com/resources) - [ABOUT](https://hello.fundamatic.com/about-us) - [LOGIN](https://www.fundcogito.com/login) ![product-banner-text](https://hello.fundamatic.com/hs-fs/hubfs/product-banner-text.png?width=900&height=223&name=product-banner-text.png "product-banner-text") # Get automation right and you’ll barely notice it. Fundamatic delivers the documents you need and data you can trust, consistently and reliably, with minimal system management. Your people will love it because they don’t have to think about it. # “Our people are smart and highly educated. By removing mundane document processing tasks, our business makes better use of their skills and they find work more rewarding.” Sean Griffiths, Director, Stepstone Group ### *AUTOMATE THE FUNDAMENTALS* It’s not true automation if it’s not end-to-end. We invest just as much in automating primary document capture tasks as we do in seemingly more complex data extraction processes.                                                                                                                                                                                                                 ### *EXTRACT MEANING AND VALUE* Fundamatic gets your documents ready to go to work… and then some. Acquire captures, classifies, names and tags, then integrates documents into your systems and workflows. Analyze goes further, intelligently extracting the data fields you specify. Our proprietary document understanding models combine comparative and contextual techniques for unparalleled accuracy. ### *FUNDAMATIC IN 4 STAGES* ![Fundamatic Vault](https://hello.fundamatic.com/hubfs/raw_assets/public/fundamatic-theme/images/fundamatic-vault.png "Fundamatic Vault") ![capture](https://hello.fundamatic.com/hs-fs/hubfs/capture.png?width=58&height=65&name=capture.png "capture") ### *Capture* Seamlessly connects to virtually all fund products Onboards in minutes Automatically captures all new docs daily Email tool captures data not posted to portal ![classify](https://hello.fundamatic.com/hs-fs/hubfs/classify.png?width=45&height=60&name=classify.png "classify") ### *Classify* Incoming docs are classified within seconds Naming and tagging is automatically and consistently applied Automatically separates docs by investment vehicle ![extract](https://hello.fundamatic.com/hs-fs/hubfs/extract.png?width=56&height=56&name=extract.png "extract") ### *Extract* Proprietary models deliver highest accuracy data extraction Funds mapping gives global visibility of investment positions Smart alerts for incomplete data to ensure nothing is missed ![integrate](https://hello.fundamatic.com/hs-fs/hubfs/integrate.png?width=55&height=55&name=integrate.png "integrate") ### *Integrate* Pushes docs and data directly into workflows Seamless integration with major CRM and DMS solutions And we'll build any additional integration required ![trusted-data](https://hello.fundamatic.com/hs-fs/hubfs/trusted-data.png?width=75&height=65&name=trusted-data.png "trusted-data") ### *Trusted Data* Manually capturing fund documents and rekeying data into management systems is costly, time-consuming, and prone to error.   Fundamatic automates the process from end-to-end, with complete transparency.   The result is more timely and accurate data. It’s easier to manage and allocators know they can trust it. ![quietware](https://hello.fundamatic.com/hs-fs/hubfs/quietware.png?width=66&height=65&name=quietware.png "quietware") ### *Quietware™* So much software demands a lot of attention, but Fundamatic builds Quietware™ .   We quietly take care of business-critical processes, delivering what allocators need without fuss.                           By automating daily tasks and removing distractions, Fundamatic unleashes your human capital.                                             READ WHITE PAPER ![seamless-integration-text](https://hello.fundamatic.com/hs-fs/hubfs/seamless-integration-text.png?width=743&height=45&name=seamless-integration-text.png "seamless-integration-text") ### Fundamatic has been built to seamlessly connect with most major CRM and DMS solutions. Our integrations are highly tested for stability and proven in the field. And if we don’t have the integration you need, we’ll build it. ![seamless-integration-logos-new](https://hello.fundamatic.com/hs-fs/hubfs/seamless-integration-logos-new.png?width=966&height=103&name=seamless-integration-logos-new.png)   # IS FUNDAMATIC RIGHT FOR YOU? Answer 2 questions and find out how Fundamatic can help your business. ### Describe your business… Endowment or Foundation Pension Fund Family Office or Wealth Manager Asset Manager (Fund of Funds) OCIO or Consultant Answer 2 questions and find out how Fundamatic can help your business. ### How many funds do you manage? Fewer than 100 100 to 500 More than 500 Back ### Thank you for answering. Balancing the demands of investment performance and cost control is an ongoing challenge for endowments and foundations. Fundamatic clients typically manage 100 funds or more, but we can help firms with smaller portfolios to find efficiencies and drive growth. ### Book a personalized demo and see how Fundamatic can help you: Start Over ![see-fundamatic-in-action](https://hello.fundamatic.com/hs-fs/hubfs/see-fundamatic-in-action.png?width=851&height=45&name=see-fundamatic-in-action.png "see-fundamatic-in-action") [GET A DEMO](https://hello.fundamatic.com/get-a-demo?hsLang=en) [![Fundamatic](https://hello.fundamatic.com/hs-fs/hubfs/logo.png?width=261&height=163&name=logo.png "Fundamatic")](https://hello.fundamatic.com?hsLang=en) - [PRODUCT](https://hello.fundamatic.com/product) - [SOLUTIONS](https://hello.fundamatic.com/solution) - [RESOURCES](https://hello.fundamatic.com/resources) - [ABOUT](https://hello.fundamatic.com/about-us) - [LOGIN](https://www.fundcogito.com/login) - [CONTACT](https://hello.fundamatic.com/contact-us) [![LINKEDIN](https://hello.fundamatic.com/hubfs/raw_assets/public/fundamatic-theme/images/linkedin.png "LINKEDIN")](https://www.linkedin.com/company/fund-cogito/) © Copyright 2026. Fundamatic. All Rights Reserved.      [Privacy Policy](https://hello.fundamatic.com/privacy-policy?hsLang=en)