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Five layers, from raw data to decisions.

Each layer builds on the one below it. Your data becomes facts, the facts become a connected model of your business, and a rules engine applies your firm's logic the same way every time, with the evidence attached.

See it on your documentsArchitecture & security
  1. 05Applications
  2. 04 · Our IPDecision rules engine

    Tens of thousands of deterministic rules, learned from your documents and procedures. Every result links to its evidence, and the rules keep improving as your experts approve or correct them.

  3. 03Knowledge graph & ontology

    Links facts and concepts across every source, so “MGMT fee” in one file and “management fee” in another mean the same thing.

  4. 02Extraction

    Pulls the facts out of every document and record, each one tied to the page it came from.

  5. 01Data

    PDFs, spreadsheets, emails, transactions and legacy systems. Structured and unstructured, often a decade or more of it.

People in the loopYour experts approve the facts and rules before they are used.
Inside your wallsAll five layers run in your own environment. How deployment works.
01 · Data

Start from what you already have.

There is no data-preparation project before you start. Segmental reads the documents, spreadsheets, emails and system records your team already works from, including years of history.

DocumentsLPAs, PPMs, subscription documents, side letters, statements, filings.
RecordsFund accounting, ERP, CRM, KYC and payment systems.
CommunicationsEmail threads and attachments, where much of the real work happens.
02 · Extraction

Facts, each with its source.

Extraction is the plumbing, not the product. What matters is that every fact keeps a link to the exact page and field it came from, so anything built on top can be checked.

03 · Knowledge graph & ontology

One meaning for every concept.

Segmental resolves the same entity, term or number across every source into one connected model of your business. When sources disagree, it follows the precedence your firm sets instead of averaging them into a plausible answer.

EntitiesFunds, investors, vehicles, vendors and counterparties, matched across names and systems.
ConceptsFees, commitments, provisions and obligations, defined once and reused everywhere.
PrecedenceWhich source wins, from which date, and who approved the override.
Three spellings, one concept The same fee appears as MGMT fee in a fund accounting export, Management fee in the LPA and Mgmt. fee in a capital account statement. Segmental resolves them into one concept, defined by the LPA, which Continuous NAV, Verification and Side Letter and MFN Compliance all use. IN YOUR SOURCES “MGMT fee”Fund accounting export “Management fee”LPA, section 8.1 “Mgmt. fee (net)”Capital account statement Management fee One concept Defined by LPA, section 8.1 If sources disagree, the LPA wins USED BY Continuous NAV Verification & Reconciliation Side Letter & MFN Compliance Three spellings, three systems One definition, every product
The same fee goes by different names in different systems. Segmental resolves them into one concept, follows the precedence your firm sets, and every product uses that one definition.
04 · Decision rules engine

Rules, not guesses.

This is what sets Segmental apart. Instead of asking a model to guess, Segmental learns deterministic rules from your documents, procedures and past decisions, and applies them the same way every time. When documents change or an expert corrects a result, the rules update themselves. First rules are ready to review within days of starting.

Wire bank countryThe wire bank country must match the investor's country.
Beneficial ownersAny entity that is not a nonprofit must list at least one beneficial owner.
Title and ownershipThe grantee on the deed must match the vested owner on the title commitment.
How the rules engine learns and improves The rules engine learns rules from the LPA, side letters, fund procedures and past reviewer decisions. Each rule keeps a link to its source. When an expert approves or corrects a rule, the engine updates it. LEARNED FROM LPA, section 8.1 Side letter, Investor C KYC procedure 3.2 Past reviewer decisions Rules engine Deterministic, same result every time RULES, EACH WITH ITS SOURCE Fee = 1.5% of commitmentsSource: LPA, section 8.1 Investor C: no fee on co-investSource: side letter, section 4 Wire country = investor countrySource: KYC procedure 3.2 An expert approves or corrects a rule, and the engine updates it
Rules are learned from your documents, procedures and past decisions. Each rule keeps a link to its source, and people approve or correct rules before they are used.
05 · Applications

Products built on the same foundation

Because every product shares the same data, knowledge graph and rules, a new workflow starts from what your firm has already taught the system.

Fund lifecycleFund Creation & OnboardingSet up the fund and onboard every investor, with counsel, GP and LPs on one record.Learn more →Fund lifecycleSide Letter & MFN ComplianceCompile every side letter and run the post-closing MFN process with evidence.Learn more →Fund lifecycleContinuous NAVNAV that updates as data arrives, and names what is missing when it cannot.Learn more →Fund lifecycleVerification & ReconciliationCheck NAVs, capital accounts and statements against the source, including shadow accounting.Learn more →Operations & complianceDisclosure IntelligenceStructured, comparable intelligence from filings, PPMs and fund documents.Learn more →Operations & complianceKYC OperationsEvery KYC case arrives with its checks already run and evidence attached.Learn more →Operations & complianceFinancial Crime InvestigationsTrace money across accounts and entities, with every step tied to a transaction.Learn more →Operations & complianceFamily Office PortalOne private place for every bill, approval and payment, shared with your advisors.Learn more →
What sets us apart

Three reasons firms trust the output

Open to a side-by-side test against other vendors, on your own documents.

Rules, not guessesDeterministic rules learned from your own documents and procedures. Every flag links to its source, so a reviewer can check it.
Inside your wallsDeployed in your own environment and built to pass an enterprise security review. Data and rules stay with you.
Proven in productionIn production at a leading fund administrator for over a year, and working with law firms and financial services firms.

See the rules engine on your own documents.

Bring a handful of your documents and procedures. First rules are ready to review within days.

See it on your documents