Automate Capital Call Data Extraction with AI
Fund Recs’ Capital Call Extraction Agent uses AI to read and extract key data points from any Capital Call document — regardless of format or layout. The agent identifies, validates, and tags essential information with confidence scores, giving your team fast, accurate data ready for review and automation.
For the Analysts
AI-driven data extraction
Automatically read Capital Calls from PDFs, scanned documents, or emails to capture all critical details.
Key field recognition
Extract information such as fund name, investor, commitment amount, due date, payment instructions, and total call amount.
Confidence scoring
Each extracted data point is assigned a confidence level, allowing users to review and verify only low-confidence items.
For Stakeholders & Oversight
Multi-format compatibility
The agent works seamlessly across all Capital Call templates, layouts, and file types — without manual setup or training.
Integrated validation and workflow
Extracted data flows directly into Fund Recs for reconciliation, oversight, or further automation, reducing manual entry and review cycles.
Transparency and control
Review extracted data, source references, and confidence levels in a single interface, ensuring accuracy and auditability.
How It Works
1. Upload Capital Call documents
Drop in files from administrators, fund managers, or investors — in any format.
2. AI processing and extraction
Tell the agent what data points you want it to extract from the Capital Call notice.
3. Confidence-based review
Every field is assigned a confidence score. Users can set thresholds for automatic acceptance or review of lower-confidence data.
4. Data export and integration
Validated data is exported or passed directly into reconciliation, reporting, or cash movement workflows.
Why It Matters
Capital Call documents are often unstructured and time-consuming to process manually. Inconsistent layouts, formats, and terminology create inefficiencies and increase the risk of errors. Fund Recs’ AI-powered Capital Call Extraction Agent eliminates manual data entry, improves accuracy, and accelerates turnaround times — ensuring that critical investor and cash flow information is captured quickly, accurately, and ready for immediate use.
