By: Mack Santora
Head of AI
November 18, 2025
Private markets firms depend on document-driven processes, yet the critical data they need is still buried in PDFs, scanned financials, and fragmented spreadsheets. This leaves teams tied up in manual processes instead of generating portfolio insights and driving better outcomes.
Allvue Andi Document Extraction transforms static, unstructured content into structured, insight-driven data that fuels faster, more accurate decisions across the investment lifecycle.
The Unstructured Data Challenge
Private capital has always operated without the standardization seen in public markets. Borrowers, administrators, and portfolio companies deliver financials in custom templates and inconsistent formats, creating friction across underwriting, portfolio monitoring, reporting, and compliance.
As deal volumes rise, timelines compress, and the competition for capital grows, the cost of manual data work has become more visible. Investment teams are managing hundreds of borrowers and thousands of documents under tighter reporting schedules. Adding more analysts to handle more documents simply doesn’t scale.
That’s where AI can help by doing what machines do best – reading, parsing, and structuring information – while letting analysts focus on higher-value work. Automation isn’t about replacing people; it’s about shifting their time from data entry to decision-making.
Automation with Oversight: Andi Document Extraction
Allvue is tackling this challenge directly as part of its commitment to making private markets more transparent, efficient, and connected. As part of Allvue’s Agentic AI suite, Andi Document Extraction automates financial operations by injecting high-quality data directly into existing Allvue workflows and unlocking insights previously buried in unstructured documents.
Pre-built, tested integrations across Allvue’s financial operations modules mean that extracted data maps seamlessly into existing schemas, leveraging the operational infrastructure firms have already built. The design philosophy is simple: let AI handle the volume and aggregation, and let humans apply the insight and analysis.
Key capabilities include:
- Extraction and integration: AI automatically parses complex, non-standardized documents and maps structured data directly into the client’s systems and workflows.
- Intelligence and analysis: AI interprets and summarizes credit agreements and financial statements, with human-in-the-loop validation for accuracy and auditability.
- Breadth of coverage: Integrations with leading AI vendors deliver scalable accuracy across a wide range of private markets documentation.
- Managed services: Optional managed services further reduce effort and accelerate time-to-insight.
Andi Document Extraction is part of Allvue’s Andi AI suite, a collection of agentic AI solutions to make private markets more transparent, efficient, and connected. It reflects Allvue’s vision of moving firms beyond experimentation with standalone AI tools and into a scalable, integrated AI platform that transforms daily operations.
From Documents to Decisions: Launching with Claira
To bring this vision to life, Allvue has launched its first AI document extraction integration with Claira, a leading provider of AI-powered credit data extraction and analysis. The collaboration focuses on the financial spreading process – traditionally one of the most time-consuming aspects of credit analysis.
With the Allvue–Claira integration, analysts can upload financial statements once and receive structured, validated outputs automatically. Dozens of key metrics are extracted and populated directly into Allvue’s best-in-class portfolio management tools. What once required hours of manual data entry now happens in minutes, freeing analysts to focus on interpretation, analysis, and risk assessment.
The collaboration illustrates how automation and human-in-the-loop oversight can accelerate outcomes. Technology scales the volume of data processing and enforces consistency; people focus on nuance, context, and judgment. This transforms document management from a clerical task into an intelligence process that fuels investment decision-making and is supported by scalable operational processes.
Claira joins a growing list of best-in-class AI providers being integrated into Allvue’s partner ecosystem. Each partnership addresses a different step in the private credit data lifecycle, building a connected, modular platform that will evolve with the needs of the industry.
Building the Connected Credit Platform
Andi Document Extraction marks a fundamental step toward connected, data-driven credit operations. By embedding extraction, intelligence, and integration into one workflow, Allvue is turning document processing into a source of competitive insight.
This vision extends across the Andi AI suite, which includes Document Extraction, Andi Insights, and Agentic Workflows. Together, these capabilities streamline manual processes, reduce operational friction, and help firms make better-informed decisions faster in a world where automation, AI, and human insight work hand in hand.
Learn More
Allvue empowers private capital firms with an AI-enabled platform that enhances transparency and efficiency. Allvue’s Andi AI Agentic Platform introduces advanced generative AI capabilities that deliver contextual intelligence, accelerate operational efficiency, and enhance strategic decision-making. Along with Andi Document Extraction, our expanding AI offering includes Agentic AI Assistants for Credit and Fund Accounting.
Allvue’s Nexius Data Platform provides an enterprise foundation for integrating, transforming, and operationalizing data across the investment lifecycle. Nexius Intelligence offers rights-cleared, audit-ready KPIs spanning deals, borrowers, covenants, and transactions, bringing visibility, consistency, and benchmarking to the private credit market.
Request a demo to learn more.
More About The Author
Mack Santora
Head of AI
Mack Santora is Allvue’s Head of AI, where he leads the firm’s transformation to an AI-first operating model by embedding artificial intelligence across platforms, workflows, and client experiences. Before assuming his current role, he served as Allvue's Chief of Staff and led the firm’s client modernization program, driving cross-functional technology and operational improvements. Prior to Allvue, Mack advised asset managers on technology strategy at Alpha FMC and advanced large-scale innovation initiatives at JPMorgan Chase. He holds a Finance degree from Miami University of Ohio.
