PURPOSE-BUILT FOR FINANCIAL SERVICES
Financial Services
For investment managers, hedge funds, family offices, and financial advisory firms.
THE CHALLENGE
The process your team runs today.
SEE IT IN ACTION
Fund report processing, live.
| Field | Extracted Value | Confidence |
|---|---|---|
| Fund Name | Whitehall Macro Fund |
99.2%
|
| Manager | Whitehall Partners LLP |
98.8%
|
| NAV | £267,500,000 |
99.5%
|
| Return (QTD) | +4.53% |
97.9%
|
| Return (YTD) | +12.18% |
97.9%
|
| Strategy | Global Macro |
98.4%
|
| Benchmark | HFRX Global |
96.1%
|
| Report Date | 31/03/2026 |
99.7%
|
| AUM Change | +£12,450,000 |
98.2%
|
YOUR OUTPUT
Fund data, structured. Ready to use.
| A | B | C | D | E | F | |
|---|---|---|---|---|---|---|
| 1 | Fund Name | Manager | NAV (GBP) | Return (QTD) | Return (YTD) | Classification |
| 2 | Meridian Absolute Return | Meridian Capital | 142,847,293 | +3.21% | +8.74% | Long/Short Equity |
| 3 | Northgate Credit Opportunities | Northgate AM | 89,215,000 | +1.87% | +5.42% | Credit |
| 4 | Whitehall Macro Fund | Whitehall Partners | 267,500,000 | +4.53% | +12.18% | Global Macro |
| 5 | Beaumont Multi-Strategy | Beaumont Capital | 198,320,145 | +2.64% | +7.91% | Multi-Strategy |
| 6 | Sterling Income Partners | Sterling IM | 56,780,000 | +1.12% | +3.85% | Fixed Income |
| 7 | Canbury Emerging Markets | Canbury Asset Mgmt | 124,900,000 | +5.17% | +14.32% | Emerging Markets |
| 8 | Harrington Convertibles | Harrington Capital | 73,650,000 | +2.08% | +6.54% | Convertible Arb |
DOCUMENT INTELLIGENCE
From PDF to structured data.
Quarterly Investment Report
Fund: Whitehall Macro Fund
Period: 01/01/2026 – 31/03/2026
| Field | Value | Confidence |
|---|---|---|
| Fund Name | Whitehall Macro Fund |
99.2%
|
| NAV | £267,500,000 |
99.5%
|
| Return (QTD) | +4.53% |
97.9%
|
| Return (YTD) | +12.18% |
97.9%
|
| Strategy | Global Macro |
98.4%
|
| AUM Change | +£12,450,000 |
98.2%
|
WHAT AI STONE BUILDS
Automation systems for financial services.
Fund Data Extraction
Factsheets, investor reports, and fund documents — structured, classified, and written to your database automatically.
Replaces: manual PDF-to-spreadsheet data entryCapital Call & Distribution Processing
Every notice, every manager, every format. Extracted, logged, and output to a unified cash flow tracker.
Replaces: manual notice logging across manager formatsInvestment Report Processing
Quarterly performance reports across all your manager relationships — processed into a single consolidated database.
Replaces: quarterly manual consolidation from disparate reportsDue Diligence Acceleration
Incoming investor questionnaires matched against your approved response library. First drafts ready in hours, not weeks.
Replaces: manually searching prior DDQ responsesLegal Document Extraction
Key terms, obligations, and triggers pulled from agreements and contracts into a structured, searchable database.
Replaces: manual contract review and clause trackingDocument Chase Automation
Outstanding documents tracked, personalised chase emails drafted, escalations triggered — without anyone checking a spreadsheet.
Replaces: spreadsheet-based document tracking and manual follow-upsClient Review Preparation
Platform valuations, fund data, and tax documents aggregated into pre-populated templates before the meeting starts.
Replaces: days of manual data assembly before meetingsMortgage & Application Processing
Payslips, bank statements, and tax documents extracted and cross-verified. Discrepancies flagged. Cases move faster.
Replaces: manual payslip and statement cross-referencingInsurance Document Processing
Policy schedules, loss runs, and renewal notices extracted into standardised databases. Renewal preparation becomes a sign-off task.
Replaces: manual renewal schedule preparationTHE OUTCOME
What changes for your firm.
50 documents or 500 — same team.
Scale your fund universe without adding headcount.
Every format. One database.
No more manual normalisation across manager relationships.
Your analysts validate — they don’t type.
The extraction is automated. The judgment stays with your team.