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The problem

Why this is still manual

Analysts and lawyers read the same kinds of documents again and again, comparing language by eye. Material changes hide among cosmetic ones, and the knowledge of what was approved last time lives in people's heads.

Use cases

Where teams use it

Public filingsBreak 10-Ks and 10-Qs into components, classify risk factors and surface what changed from the last filing.
Fund comparisonCompare PPM and LPA terms across funds and managers side by side, such as fees, key-person provisions and ERISA status.
Manager monitoringTrack the managers in your portfolio and flag developments worth a closer look, such as a key-person departure.
Scope

What it does, and what it doesn't

We would rather you know the boundaries up front.

What it does

  • Separates cosmetic wording changes from material ones.
  • Builds a library of approved language and precedent that carries forward.
  • Links every finding to the page and sentence it came from.

What it doesn’t do

  • It does not make investment recommendations.
  • It does not file or publish documents without human review.
Pilot

How a pilot works

Every pilot runs on your own data, in your own environment.

  1. Pick a document setA filing history, or the PPMs of funds you are evaluating.
  2. We build the structureComponents, terms and changes, with sources.
  3. Review the findingsCompare with what your team found by hand.
Platform

Built on the Segmental platform

Every product runs on the same data, knowledge graph and rules engine, so new workflows reuse what your firm has already taught the system.

Run a disclosure pilot.

See it on your own data. The platform deploys inside your environment, and first rules are ready to review within days.

Run a disclosure pilot