Intelligent Data Ingestion

Turn unstructured information into structured, auditable data — automatically.

Clean Data Without the Manual Lift.

Once you've established your unique data configuration - let us handle the initial ingestion drudge work (via white glove services with human-in-the-loop review). Simply send us your aggregate data source files so we can parse all existing portfolio and upload validated metrics that match your specifications.

Once initial ingestion is complete, leverage our automated extraction capabilities across different formats to streamline ongoing data collection and input at your preferred cadence. Directly (via your team or your assets') provide ground truth source files for parsing and automatically pull in the latest data into your single source of truth.

Automated Spreadsheet Ingestion

During initial ingestion, send our team unstructured excel files for parsing. On an ongoing basis, map or templatize excel or CSV files to your firm's data schema for immediate upload. Whether you're onboarding legacy data or updating recurring metrics, Vizmark provides structure and leverage.

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Import Excel (or CSV) files directly into Vizmark
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Map files defined formats for 100% accurate, instant upload
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Directly edit or overwrite existing data as needed
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Preserve data provenance and history for every upload
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Instantly connect imported data to dashboards, analytics, and reports

Centralize Data Requests and Track Delivery

Coming Soon

Put routine data collection on auto-pilot. Send uniform requests, set timelines, and let Vizmark handle pre-defined follow-ups and escalations to your team — helping ensure consistent, complete reporting every cycle.

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Design custom data request templates configured for differences in business model, investment stage, etc. as needed
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Define delivery timelines and recurring schedules
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Automatically send reminders and escalations to responsible owners
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Track completion status across all portfolio companies
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Ingest data directly into your unified data infrastructure for initial parsing

AI-Powered Document Extraction

Upload board decks, investment memos, closing doc sets and more. Extract data values with 95%+ accuracy. Let Vizmark's AI engine tie extracted values to the right platform metrics. Confirm source data with full traceability back to the source and store in the platform.

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Upload any PDF presentation
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Automatically extract data points based on metrics configured in settings
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Semantically map extracted values to your schema
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Automatically classify correct period, units, etc.
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Review and approve results via lightweight QA workflows for accuracy
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Maintain a complete audit trail linking each data point to its source document

Ready to Automate Your Data Collection?

See how Vizmark's Intelligent Data Ingestion turns unstructured documents into structured, verifiable data — powering every analysis across your firm.

Schedule a Demo Still Have Questions?