Workflow
Portfolio Monitoring
Ingest quarterly board decks, financial statements, and management reports across your entire portfolio. Automatically track KPI deviations and covenant compliance.
How Underlying automates Portfolio Monitoring
1
Data Ingestion
Connect to your firm's document repository. The system continuously ingests unstructured PDF board decks, management presentations, and financial statements.
2
KPI & Covenant Extraction
Extract recurring KPIs (CAC, LTV, churn) and check actual performance against bank covenants. Identifies off-pattern deviations instantly.
3
Structured Export
Generate standardized XML or JSON data feeds that pipe directly into your firm's BI tools or centralized data warehouse.
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