CoStructure your private credit documents

Extract every contact, covenant, and cash-flow detail from private-credit or private-investment docs — automatically. Our feature reads legal and deal paperwork, normalizes the structure, and pushes validated entries into your accounting system or internal database so your ops team can stop copying and pasting and start acting.

No code, no manual processes.

Coming soon*

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Import data, transform, and load

Extract structured data from your private credit documents

Our AI data agent is specifically trained to deeply understand and parse private credit and private investor summaries. The agent parses your document, searches for specific datapoints, and automatically populates an entry in your database, saving you hours of reading searching, and data entry.
Set up database views to transform your source data

Escape Excel workbook based processes. Set up a no-code database view that takes your existing trade, security, pricing, etc. data and converts it to a format that works with your accounting system (or any desired format). Views update as new data comes into your system. Ask an AI to set one up for you, confirm the details and edit at any time.
Export your data on a regular schedule

Once your data is how you want it, set up a workflow to export with specific filters applied to automatically load to your accounting system. Save draft files for review and integrate manual approval as desired.

At CoSet, we understand the ever-changing needs of fast-moving funds. That's why we've created a platform that lets back and middle office users automate and build out their ops process.

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CoSet in action

CoSet allows you to set up your automations, view simple error summaries, and monitor your data all without a line of code. See how in the video below

Empower your Ops team with repeatable no-code automations

Take this a step further, replacing your existing manual or code-managed processes with Workflows to run automations, Views to transform your data, and a clean integration with your existing infrastructure

Workflows replace a patchwork of scripts and daily manual work

CoSet replaces a patchwork of scripts, manual data extraction, and manually monitoring for data to arrive by Email, FTP, direct download, or API. We take the work of pulling files, importing to a database, transforming data, and monitoring results. All without a line of code.
No more copy and pasting into an excel workbook

CoSet replaces the process of transforming data via excel workbooks or custom software you have to maintain. Create ad hoc or repeated queries of your data with a no-code view builder, resulting in cleanly merged data sets that update in real time as you pull in new information.
Send data back to your team

CoSet is designed specifically to integrate with your process, whether your team wants to work within the product or simply consume an excel output. CoSet can filter your data, export to a csv, and place in a specific directory in your network drive or email directly to your team member, so their data is waiting for them when they need it.

Import data, transform, and load

Extract structured data from your private credit documents

Set up database views to transform your source data

Export your data on a regular schedule

CoSet in action

Empower your Ops team with repeatable no-code automations

Workflows replace a patchwork of scripts and daily manual work

No more copy and pasting into an excel workbook

Send data back to your team

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