We build the layer finance runs on.
Automated Data is the operations layer for alternative asset management. We read the documents that run the industry, capital calls, statements, K-1s, PortCo reports, and turn them into verified data inside the systems firms already use. Not a tool that summarizes documents. The infrastructure that acts on them.
How the company got here.Services first, then a platform.
ADI did not start as a demo looking for a buyer. It started as work, delivered alongside a small number of high-touch finance partners, each with real documents, real systems and real deadlines.
That origin shaped everything. The platform is built around the messy reality of alternatives operations: the formats that never standardize, the entities that never quite match, the system of record that cannot tolerate a wrong number. We learned the problem by doing the work, then turned the work into a platform.
Three generations of one codebase later, ADI is a product company with the depth of a services one: ingestion, document and meeting intelligence, entity mastering, an agent layer, reporting and distribution, all on shared infrastructure.
Services, delivered
High-touch engagements with finance design partners. The problem learned firsthand.
Platform, extracted
The recurring work turned into shared services: extraction, mastering, review, write-back.
Product, in market
One platform, packaged for family offices, fund administrators and private-markets firms.
Where this goes.
A three-year arc, each stage built on the verified data the last one produced.
Document intelligence
Read every document in alternatives operations and post it, verified, to the system of record. The wedge, in production now.
Agentic operations
Supervised background agents on the same rails: statement chasers, data-quality sentinels, follow-up drafters, each gated by the review queue.
The operations infrastructure
The governed layer any agent runs on to act in finance. Bring your own model, your own agent; the trust rails are ours.
How we build.
Everything ships with an audit trail
Nothing reaches a system of record without grounding, a checkpoint and an audit trail. Accuracy and governance are the same mechanism.
We deliver into the client's stack
The work is not done until the data is in the system the client already runs. We do not ask anyone to move.
Depth where it is defensible
We go deep on the finance-specific layer, identifiers, schemas, review, and stay model-agnostic on the parts that commoditize.
Human review is part of the design
The review checkpoint is not a fallback for when the AI fails. It is the reason the AI can be trusted at all.
Made in New York. Open to the world.
The documents your team retypes. Run through the platform, with you in the room.
The fastest way to understand ADI is to watch one of your own statements post, verified, to your system of record.