Square 9
Square 9's advanced AI-driven platform revolutionizes information management by eliminating the need for paper, streamlining tasks with automated digital workflows that enhance productivity. It simplifies operations by capturing data from scanned documents or PDFs, organizing files in an easily searchable database, and creating digital replicas of existing processes using visual workflow designs. This innovative approach not only saves time but also increases efficiency in everyday tasks.
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Dynamo Software
Dynamo brings together all the essential tools for alternative investment management into one adaptable platform. Our modules are built on a unified technology stack, creating a centralized and automated solution for private equity, venture capital, real estate, infrastructure, hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators.
By automating manual tasks with customizable dashboards, workflows, and reporting, Dynamo reduces your operational load. This frees up your team to focus on the insights and relationships that drive success.
Our experienced Client Services and Support team is dedicated to ensuring you achieve lasting excellence, helping you tailor the platform to your unique business needs. This commitment to client success is a core part of what sets Dynamo apart.
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PrecisionOCR
PrecisionOCR is a user-friendly, secure, and HIPAA-compliant cloud-based optical character recognition (OCR) solution designed for healthcare organizations and providers to derive meaningful insights from unstructured medical documents.
Our OCR technology utilizes machine learning (ML) and natural language processing (NLP) to facilitate both semi-automatic and fully automated conversions of original materials, such as PDFs and images, into well-structured data records. These records are designed to integrate smoothly with electronic medical records (EMR) using HL7's FHIR standards, enhancing the searchability and centralization of patient health information.
Users can access our health OCR technology through an intuitive web interface or utilize the tools via integrations with API and CLI support available on our open healthcare platform.
We collaborate closely with PrecisionOCR clients to design and maintain personalized OCR report extractors that smartly identify essential health data points within extensive healthcare documents, helping to streamline the information that needs attention amid a sea of data.
Additionally, PrecisionOCR stands out as the sole self-service capable health OCR tool, empowering teams to readily experiment with the technology to suit their specific task workflows effectively. By offering such capabilities, we ensure that our clients can maximize the utility of their health data extraction processes.
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Solvas Digitize
Solvas Digitize is a powerful document intelligence platform that solves one of the biggest challenges in financial operations: extracting clean, accurate data from complex, inconsistent, and high-volume documents. As organizations scale and documentation grows in volume and variety, manual data processing becomes costly, slow, and prone to error — and Solvas Digitize directly addresses this problem. Its automated pipeline handles receipt, extraction, validation, and reconciliation, allowing firms to fully manage critical document workflows in one place. The platform’s decision-tree logic identifies incomplete or mismatched data early, helping teams fix issues before they impact reporting or analysis. Solvas Digitize supports all major document types, including investor statements, capital calls, distribution notices, contracts, spreadsheets, and emails. It delivers accuracy levels above industry standards, dramatically reducing the time spent on review and manual cleanup. As a managed service, it gives organizations access to expert support and advanced automation without needing to build or maintain internal systems. CTOs gain a scalable way to leverage AI for document processing, while COOs reduce operational drag and improve efficiency across reconciliation, portfolio reporting, and compliance workflows. Normalized data outputs integrate seamlessly into downstream systems, accelerating decision-making across accounting, portfolio management, and regulatory processes. With high configurability, real-time visibility, and reliable extraction results, Solvas Digitize helps organizations convert documentation complexity into operational advantage.
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