Seamless data, faster risk insights
Enabling Lending and Private Equity teams to effortlessly extract data from businesses, people and documents

Source more deals while automation handles the data
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- ShowTrain the copilot with your data needs once, and watch it learn and replicate your workflow automatically
- RefineSeamlessly add and edit fields, e.g., financials, management, and for multi-entity deals
- ExtractAutomatically extract, standardize, and structure data from leads into an auditable format
Increase loan conversions by meeting customers on their terms
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- CaptureMeet your customers where they prefer, via chat, web, email, or voice. Capture and validate data, even from documents.
- RefinePowerful tools to manage your data, defined in natural language, but fully connected to your existing systems.
- EngageKeep your customers moving through your onboarding flow with user sensitive features to maximise conversion.
Built by experts from







Empowering businesses to automate and analyze, for smarter decisions and better outcomes.
More questions?
Book time with usWe've built a better way to capture and structure data. You can then download this data as an excel or word doc and/or send it straight to your internal databases or CRM as a JSON. This increases the quality of data sent to your CRM and reduces the time it takes from first contact to closing.
Popular use-cases this has enabled:
- Automate data collection from unstructured data received from leads via PDFs or Excel to create a first version of a completed application that you can refine with your lead
- Automate collection of follow up data from your leads by sending automated follow up emails with a link to complete the data submission
- Automate the generation of summary reports from the captured data
We can cater to data in any format, PDF, Excel, Powerpoint. We can even extract data from website URLs or capture data from audio.
Yes, we take data security very seriously. We will never use your data to train models, maintain strict access controls, and comply with major data protection regulations to ensure your information is always protected.
Yes, we are releasing an API soon, please get in touch if you want early access.