Data Exchange is Able to Help You with All Your Document Needs

Services

Document Preparation

Document Scanning

Do you need to convert 20 bankers boxes of paper into digital images? Do you have less than a week to finish the project? We feel your pain and we can help.

LEARN MORE
Document Parsing

It's tax season and your accounting firm just gave you one PDF file containing the K1 forms for all of your investors in the fund. Your LPs have been begging you to put them online, but the thought of having to manually split the file into separate ones by investor makes you cringe. No worries, the Data Exchange File Parser will split the file for you.

LEARN MORE

		Data Exchange Overview Data Exchange_Overview.pdf ( 994.7 KB )

		Data Exchange for Fundraising Data Exchange_Fundraising.pdf ( 126.9 KB )

		Data Exchange for Portfolio Monitoring Data Exchange_Portfolio Monitoring.pdf ( 127.9 KB )