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*

Import data, transform, and load

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    Extract structured data from your private credit documents

    We know each private credit or alternative investment documents is one of a kind, but your records and accounting systems are not. 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.

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    Take control of your data

    Once your documents are securely in your database, use that data to feed the rest of your systems. Whether it's exporting as CSVs, adding review and sign off processes, or transforming the data into reports, our AI enabled processes can help you get from A to B.

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.

Automate Your Ops, Your Way

Stop wasting time on manual data cleanup and complex scripting. CosetFinance gives your ops team a self-contained sandbox to automate the entire ETL cycle—ingest, transform, and share—without needing the whole organization to switch platforms.

Shallow Integration: Automate your manual ETL and keep outputting the same CSVs/workbooks your stakeholders expect.

Deep Integration: Fully replace legacy internal systems when you're ready for a total upgrade.

Gain the efficiency of advanced automation without the friction of org-wide buy-in.

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Managing ops without CoSet

Prior to using coset, managing fund ops is either a manual, mundane process or custom dev and custom maintenance.

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  • Inefficient Manual Workflows

    In the absence of automation, funds are tethered to manual extraction and "Excel gymnastics." Operations teams spend critical hours consolidating CSVs into fragile workbooks, leaving historical data siloed across disconnected spreadsheets.

  • The Maintenance Debt Cycle

    Alternatively, funds rely on custom Python scripts that require constant oversight. As data requirements evolve, even minor adjustments add to an already overextended engineering backlog—forcing your most expensive technical talent to manage mundane data plumbing instead of building proprietary alpha-generating tools.

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

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    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. 

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    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.

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    Send data back to your team

    CoSet automates the process of querying your data, exporting 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. For you, no more emails and spreadsheet madness, without process disruptions for other teams.

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