Institutional investors

We help Limited Partners unlock actionable insights, underlying asset exposures and true portfolio performance.

The challenge

We know that it can be frustrating being an Institutional Investor in today’s world.

You need transparency to support portfolio construction, investment decisions and performance monitoring but data is almost always trapped in PDFs with inconsistencies in quality, format and terminology.

The failure to modernize workflows leads to huge manual efforts that are low latency and prone to error and, as the world shifts to a data driven economy, it’s no longer acceptable for your critical data to remain trapped in your documents.

But what if there was another way?

"We have investments across private equity, credit, infrastructure and hedge funds. As our portfolio became more diversified and complex, we struggled up keep up with the growing burden of manually processing thousands of reports from our fund managers."

"Our team do the data collection and entry ourselves, it's frustrating as we would rather be focusing our time on making the best investment decisions we can. Although we hire graduates to take on some of the burden, we have to spend time training them and human error is always a big risk... Not to mention the adverse impact on work satisfaction from doing a lot of dull, repetitive work."

"Our alternatives portfolio is invested across thousands of funds and so we require a 100-person data team to process our data manually. It is time-consuming and a huge cost burden, also there is generally a lot of data that isn’t being extracted."

"Manual data entry is a big pain point for us, we spend over 10,000 people hours every quarter across our alternative investment portfolio alone”

Intelligent Data Capture can help you to unlock real business benefits.

How we can help

Freyda automatically reads, extracts and normalizes data from your unstructured PDF documents.

Our award-winning technology leverages the latest advancements in artificial intelligence and machine learning to understand your data, agnostic of layout.

Our algorithms have been trained by domain experts using over half a million data points across alternative investment documents so that you can achieve high performance results from day one.

Freyda helps you to get the full picture of your portfolio by:

Accessing up to 200x more data points from your documents

Delivering consistent outputs with in-built normalization

Capturing and tracking capital events, proceeds and valuations across multiple document types

Drilling through your fund holdings and investment structures with advanced entity relationships

Start automating data processing from these documents today

Capital Call & Distribution Notices

Capital Account Statements

Quarterly Financial Statements

LPAs & Side Letters