Your fund documents are scattered across portals, PDFs and inboxes. We bring them together and tell you what matters.
The hidden cost
725 docs
Collected by hand each year.
128 hrs
Logging in, downloading, filing.
$15K / yr*
Moving documents, not managing capital.
* Modeled on 50 funds, 20 portals. Bigger portfolios, bigger number.
Inside Opez
Document intelligence
AI agents ingest every fund document. Extract every figure. You approve.
Custom AI analysis
Skills that read every document. Flag terms, summarize, compare.
Source of truth
Every commitment and movement, searchable in seconds.
Structured data
Unstructured documents become clean and actionable.
Built for trust
Your data stays isolated, secure and yours. You approve every figure before it's recorded.
Meet the moment
Portfolios grow, headcount doesn't. Opez does the document grind so your team spends its hours on capital, not clerical work.
See it for yourself.
A short walkthrough. No pitch.