AI-Powered Portfolio Intelligence

Stop manually entering financial data

Obidice AI automatically extracts, structures, and analyzes financial data from portfolio companies. Focus on insights, not data entry.

No manual data entry
Handles 500+ page documents
Global deployment options
95%
Time saved on data extraction
Investment Managers
24/7
Automated portfolio monitoring
Hedge Funds
536
Pages processed instantly
Private Equity
100%
Extraction accuracy
Asset Managers

Built for investment professionals

Every feature designed to eliminate manual work and accelerate your portfolio analysis workflow.

Intelligent Data Extraction

Automatically extract financial statements, balance sheets, and notes from PDFs, Excel files, and images up to 536 pages.

Structured Database Storage

Convert unstructured documents into clean, queryable databases with proper relationships and linked financial notes.

AI-Powered Analysis

Ask questions in natural language and receive instant insights about revenue quality, trends, and portfolio performance.

Automated Valuation Notes

Generate comprehensive portfolio reviews, valuation notes, and comparative analysis across multiple companies.

Enterprise Security

Choose cloud-hosted solutions with confidentiality agreements or on-premise deployment for complete data control.

Real-Time Processing

Process multi-megabyte documents in seconds. No more waiting hours or days for manual data entry teams.

From documents to insights in minutes

Three simple steps replace weeks of manual data entry and preparation.

01

Upload Documents

Drop PDFs, Excel files, or images of financial statements. Support for documents up to 536 pages and 30MB.

02

AI Extraction

Claude AI automatically identifies and extracts all tabular data, income statements, balance sheets, and linked notes.

03

Instant Insights

Query your portfolio data, generate reports, track trends, and create valuation notes—all through natural language.

Miles ahead of the competition

While others still require manual data entry, Obidice AI automates the entire extraction process.

Obidice AI
Others (e.g., 73 Strings)
Automated data extraction
Manual data entry required
Handles 500+ page documents
AI-powered financial analysis
Global deployment options
On-premise deployment
Real-time document processing
Linked notes extraction

Ready to transform your portfolio analysis?

Join forward-thinking investment firms that have eliminated manual data entry and accelerated their analysis workflow.