With investor demands intensifying and regulatory complexity exploding, half the industry still operates in Excel and Email. Teams are spending 2,500+ hours annually hunting through documents instead of serving clients.
Don't get left behind
To compete for institutional capital, you need instant answers, complete audit trails, and scalable operations.
49% Zeo Automation
Half the industry still runs on spreadsheets. Join the automated half - or get left behind.
Compliance Risk
Non-compliance can trigger fines up to £10M or 2% of global revenues.
£110B+ Cost
With investor demands intensifying and regulatory complexity exploding, asset managers globally spend £110+ annually on investment-servicing.
The Problems We Solve
Every month investment servicing teams face the same nightmare: consolidating data from dozens of portfolio companies, each sending reports in different formats, all while LPs demand faster responses and regulators require more disclosure.
01
LP Query Response
Instant answers to ad-hoc investor questions. Stop scrambling through SharePoint to answer questions. Semantic search finds answers across 1000+ documents.
02
DDQ Automation
Answers 200+ DDQs in hours instead of weeks. Automatically pull responses from your documents with AI-powered extraction. Pre-populate standard and custom templates.
03
ESG Reporting
Aggregate portfolio ESG data in 20 hours vs 200+. Ingest sustainability reports, EDCI templates, and email updates across 50+ portfolios.
04
Private Asset Consolidation
Consolidate private asset data across fund structures. Unify data from direct investments, fund-of-funds, and SPVs into a single intelligence layer.
Elevate Your Business with Our Three-Phase AI Approach
Explore how our approach can drive growth and efficiency at every step in your investment servicing process.
Layer
01
VAULT
Centralised repository that ingests all unstructured data (Emails, DOCX, PPT, Excels, Transcripts) with automated auto-classification and temporal versioning.
