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openFactory · AI Software FactoryFind the bottleneck. Solve it. Find the next one.A local-first desktop workspace that coordinates the coding agents your team already uses, with independent checks and a record of the evidence behind every result.Explore openFactory
01The factoryYour coding agents, working toward one outcome02Independent verificationOne model makes. Another checks.03The bottleneckFind what slows delivery, then the next thing04For your roleWhat it means for each seat on a team05Pricing$100 per user per month, 30-day trial
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01 / 04Financial services

Fund teams moved routine document review into an automated workflow

Routine fund documents now move through an automated process. Complex and above-threshold cases go to people.

Work
Documents from limited partners, general partners and other participants
Automated
Routine documents
People review
Complex cases and amount-based thresholds
Result
Less material to review, faster processing
Incoming documentsEvery fund, its own formatFund rulesPeople reviewProcessed automatically
Processed
0
With people
0
Documents arrive in every fund's own format. Fund rules are applied, routine work is processed automatically, and complex or above-threshold cases go to people.
01

The challenge

Fund teams were processing documents from limited partners, general partners and other participants by hand. Each fund brought its own formats and rules, and historic funds added the work of uncovering those rules before processing could begin.

02

What we built

OpenFactoryAI worked with the team to set up an automated process around incoming documents and fund rules. Routine work could move through the process automatically. Cases that were complex or crossed amount-based thresholds went to people for review.

03

The result

The work reduced the amount of material people had to review and helped the team process documents faster.

Where people stay in charge

Cases that were complex or crossed amount-based thresholds went to people for review.

The workflow

  1. LP, GP & participant documents
  2. Fund rules uncovered & applied
  3. Routine: processed automatically
  4. Complex or above threshold: people review

Put your knowledge to work with AI

Bring us one workflow your team wants to move forward. We'll work with you to build, operate and transfer an AI system around it.

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