Alkymi workflow automation for private equity and alternatives
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Workflow automations for private equity & alternatives
Increase your investments capacity and ensure you never miss a Capital Call or investment opportunity with our automated workflows built for PE and alts use cases.
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Patterns designed for private equity firms and LPs
Choose from our existing Patterns to automatically capture and transform key data from common alternatives documents or configure a Pattern to meet your firm’s needs, leveraging AI and machine learning models trained for your use cases.
Our Patterns for PE and alts workflows include:
- Capital Calls & Distributions (Capital Notices)
- Capital Account Statements
- Schedule K-1s
- Quarterly reports / Schedules of Investments
- Financial statements
- Subscription documents
- Loan agent notices
- US tax and SEC forms
- Confidential Information Memorandums (CIMs)
Keep track of changes in your portfolios
Streamline your document processing workflows with machine learning and large language models, as well as built-in validation rules and data checkpoints to ensure your portfolio data is always accurate and up-to-date.
Move faster and stay ahead of your competition
With more efficient data workflows that provide additional layers of detail, you can react quickly to changes in the market and capture new opportunities for your firm.
Featured resources
Case Study
Northwestern Mutual leveraging Alkymi to scale investments capacity and mitigate risk
Blog Post
Stay on top of your portfolio with automated workflows for all your private markets data
Case Study