Data Extraction

Turn documents into structured, actionable data

Bring digital and offline investor documents into one connected workflow and create a complete investor record to power your systems and workflows.

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Structured data in minutes, not days

90%+

Accuracy with human-in-the-loop verification

100%

of subscriptions in one connected view

The problem

Incomplete investor data limits scale

Fragmented, manual processes restrict operational visibility and prevent investor operations from scaling

Subscription documents, tax forms, identity records, contact sheets, and wire instructions are rekeyed and tracked across spreadsheets, PDFs, and reports instead of moving through the same connected workflow as digital submissions.

This fragments oversight, creates inconsistent processes, and leaves critical investor data disconnected from downstream workflows.

Anduin Data Extraction brings digital and offline investor information into one connected view, applies a consistent review process, and makes that data reusable across the investor lifecycle.

The solution

Turn unstructured data into connected investor operations

Anduin’s AI-powered Data Extraction identifies and structures key investor information, flags exceptions for review, and makes approved data available across Fund Subscription, Investor Data Management, and connected systems.

Use the same data to manage a live raise, maintain complete investor profiles, prefill future subscriptions, and support downstream workflows without repeated manual entry.

Proprietary OCR technology

Extract information from typed and handwritten documents, PDFs, scans, and images. Managed extraction combines OCR technology with human verification to deliver accurate, high fidelity data.

Secure data management

Investor data is protected through encryption, controlled access, and secure storage throughout the extraction and delivery process.

Reusable, workflow-ready data

Once data is reviewed and standardized, it can be exported into Fund Subscription, IDM, spreadsheets, or to other connected systems to supercharge your investor operations.

AI-POWERED INSTANT EXTRACTION

Extracted data doesn't stay in spreadsheets. It becomes a strategic asset.

From offline documents to structured data in minutes

Reusable data foundation

Designed for

What it includes

From offline documents to structured data in minutes

With our AI-enhanced extraction, your investors can upload an offline PDF and receive structured data directly in Anduin.

Turn complex and historical documents into a reusable data foundation

For large document batches, historical fund records, nonstandard forms, or projects requiring additional verification, Anduin manages the extraction process from initial scoping through final delivery.

Anduin reviews the documents, extracts and verifies the available information, flags fields requiring attention, and maps the data to your chosen destination.

Designed for

Historical and multi-fund records

Large document batches

Complex or varied document structures

Typed and handwritten documents

Custom mapping requirements

Projects requiring human verification

What it includes

Document and scope review

OCR extraction with human verification

Identification of illegible or nonstandard fields

Data transformation and custom mapping

Delivery into Fund Subscription, IDM, or spreadsheets

90%+ extraction accuracy with human verification

Outcomes

Put extracted data to work across the investor lifecycle

Start the next raise ahead

Use information captured from previous subscriptions to prefill future workflows, reduce repeat requests, and simplify onboarding for returning investors.

Meet every investor where they are

Give investors the flexibility to submit information in the format that works for them, while Anduin's AI-powered extraction brings every submission into one connected workflow for your teams.