Parsewise achieves SOTA on Databricks OfficeQA benchmark – results

Fund Diligence & KPI Validation

Deploy Capital Faster.
With Greater Confidence.

Parsewise reads every PPM, DDQ, and quarterly report in the pack, standardizes the KPIs however each manager labeled them, and checks the numbers against each other. Your IC gets one comparable set with a citation behind every figure.

Investigate & export extractions in Parsewise

Built for the files a fund pack actually arrives in

  • Private placement memoranda
  • DDQs
  • Quarterly reports
  • Portfolio schedules
  • Capital account statements
  • Track record workbooks
Why Parsewise

Comparable. Not close enough.

One platform that reads fund documents the way an analyst does, without locking you into one manager's reporting format.

The same metric shows up under a different name in almost every document. Parsewise maps net IRR, MoM, EV at entry, and the rest onto your own template, whatever each PPM, DDQ, or quarterly report happened to call them. What comes out is comparable across the whole shortlist.

A fund's own documents often disagree with each other. Parsewise reconciles the numbers across the pack and flags where the PPM, the DDQ, and the latest report tell different stories, so the question reaches the manager before the IC paper does.

Each KPI links back to the document and page it came from. Diligence memos stand up in IC and in a later audit without anyone rebuilding the trail by hand.

Describe the template you need in plain English and Navi builds the agents for it. Adding a strategy or a new set of metrics does not mean waiting on an engineering cycle.

Diligence depth. Platform flexibility.

Generic RAG tools retrieve chunks. Point solutions read one report at a time. Parsewise agents run across the whole data room and reconcile what they find, with a citation on every figure.

Parsewise

Trusted by leading organizations including

UBSCompreThinksurancePathfinder/LL&D Insurance GroupOneIMHypohausTalenta S.G.I.I.C.
END-TO-END WORKFLOW

From a shortlist of PDFs to a benchmark you can sort

Parsewise handles the full pipeline: ingest PPMs, DDQs, and portfolio schedules in whatever format they arrive, run agents you configure, and hand back structured KPIs your investment team can act on.

DOC
PDF
XLS

Fund Materials. Drag & drop PPMs, DDQs, and reports at any scale.

Parsewise Agents. Query in plain English. Navi auto-generates custom agents.

Benchmark Tables. Get comparable KPIs with a citation on every figure.

Move from manual KPI collection to defensible investment decisions.

The future of risk decisions, today. Submit your email and we'll reach out.