Leading investment advisor scales capital call and distribution notices with 94% accuracy
94% accuracy in capital call and distribution notice data extraction, with 25% reduction in resource allocation
FINANCIAL SERVICES
CASE STUDY
A leading professional services organization now processes more than 1,000 capital call and distribution notices each month with 94% accuracy per data field. The Hercules platform reduced the number of full-time employees required for this task by 25%, enabling teams to redirect capacity toward higher-value activities.
Manual, error-proned data extraction from diverse private equity notices
The organization’s North American private equity division needed to manage data extraction from capital call and distribution notices that arrived in multiple formats. Each document required an average of seven minutes of manual data entry into the Investment Management System (IMS). The process was error-prone, consumed the efforts of four full-time employees, and failed to scale as document volumes grew.
Rising costs, inefficiency, and limited scalability
Manual data extraction created bottlenecks in investment operations. Errors introduced risk into downstream processes, while the resource intensity of the work limited the firm’s ability to scale without adding headcount. These inefficiencies prevented employees from focusing on more strategic priorities and delayed the availability of accurate data for decision-making.
HerculesAI platform delivers automation, accuracy, and scalability
The firm partnered with HerculesAI to deploy the Hercules platform, which automates data extraction from capital call and distribution notices in diverse formats. The AI-powered platform was trained to read, interpret, and extract key data points without custom coding, making it easy to export CSV files directly into the IMS. The results exceeded expectations: 94% accuracy per data field, a 25% reduction in resource allocation, and faster turnaround times. The Hercules platform has become a critical tool in daily operations, streamlining workflows today while providing a scalable foundation for future innovation.
