SOLUTIONS

Scale your business, not your headcount.

Fund administrators win on throughput and accuracy under deadline. ADI reads every fund and investor document, masters every entity, and posts verified data straight into your accounting and reporting systems, so you take on more funds without adding operations staff.

01 / THE SHIFT

From throughput capped by headcountto throughput capped by nothing.

Today

The deadline crunch every cycle

  • Each new fund adds manual document load on the same team
  • Investor statements and capital activity keyed in by hand under deadline
  • Errors surface in NAV and investor reporting at the worst time
  • Quality depends on who is processing, not on the system
With ADI

The system carries the load

  • +Every fund and investor document processed the moment it arrives
  • +Verified data posted into your accounting and reporting systems
  • +Consistent extraction regardless of who is on shift
  • +A new fund adds load to the pipeline, not to the team
02 / WHAT IT READS

Every document a fund admin processes at volume.

One pipeline across the formats that drive your processing calendar.

[ 01 ]

Capital account statements

NAV, contributions, distributions and fees mapped into typed fields, fund by fund.

[ 02 ]

Capital calls and distributions

Investor-level activity parsed, allocated and posted without manual entry.

[ 03 ]

Subscription documents

Investor onboarding paperwork read and structured into your records.

[ 04 ]

K-1s and tax packages

Structured extraction across the investor tax documents that pile up at filing.

[ 05 ]

Bank and custodian statements

Cash and position activity reconciled against the fund GL, not rekeyed into it.

[ 06 ]

Manager and audit confirmations

Third-party confirmations captured and matched against the book automatically.

[ 07 ]

Invoices

Fund and management-company invoices extracted, coded and routed for approval.

[ 08 ]

Credit card statements

Card activity itemized and posted against the right entities and accounts.

03 / THE WORKFLOW

Document to fund GL,at the volume your calendar demands.

01

Arrives

A statement lands in a monitored inbox or portal.

02

Extracted

Typed into defined fields, classified and validated.

03

Mastered

Each entity resolved to its real financial identifier.

04

Reviewed

Only low-confidence fields routed to a checker.

05

Posted

Posted into the fund GL and reporting, audit-stamped to source.

You take on the next fund without taking on the next five hires. The pipeline absorbs it.
· THE OUTCOME ADI IS BUILT TO DELIVER

Bring a fund's document set. See it posted to your GL, verified.

A working session on a real fund, its real documents, and the processing your team does under deadline today.