AGENTIC DATA PLATFORM

Analysts Analyse.
Agents Extract.

ZetaRun is an agentic data platform for financial services. Autonomous agents extract, validate, and structure data from filings, DDQs, fund reports, KYC records, and CIMs — delivering clean, structured output to your team without manual extraction.

zetarun-agent-pipeline — running
›agent:doc-ingester✓ loaded 340 documents across 8 portfolios
›agent:filing-parser✓ extracted data from 94 fund reports and DDQs
›agent:schema-validator✓ validated 12,840 data fields. 0 errors.
›agent:data-structurer✓ structured output ready. COMPLETE
›
Built for
WEALTH MANAGERS·HEDGE FUNDS·PRIVATE EQUITY & CREDIT·ASSET MANAGERS
Built for institutional fund managers and asset teams · Now accepting early pilot partners. Book a Demo →
THE DATA PROBLEM

Financial Data Has a People Problem

Filings, prospectuses, DDQs, fund reports. The data exists. Getting it into a usable form is the problem.

Analyst Hours Wasted
Hedge fund analysts and wealth management teams spend days manually extracting data from SEC filings, counterparty DDQs, KYC records, and portfolio statements. Autonomous agents do it in hours, without the overhead.
Decisions Delayed
When a 10-K drops, a counterparty DDQ arrives, or client onboarding documents land, manual extraction creates days of delay. An agentic data platform delivers structured output the moment documents arrive.
Errors at Scale
Manual extraction across SEC filings, fund reports, and prospectuses introduces inconsistencies that compound across portfolios. Schema-validated, agent-extracted data eliminates the risk at source.
THE AGENT NETWORK

Meet Your Autonomous Data Team

ZetaRun deploys specialised agents that ingest your documents and connect to external sources, running continuously to extract and structure data before your team touches a spreadsheet.

doc-ingester
No file rejected. Accepts any format, any volume, any source
RUNNINGnow
filing-parser
Every document parsed to the fields your workflows depend on
SCANNING2s ago
schema-validator
No bad data reaches your team. Every field validated before delivery
RUNNING4s ago
data-structurer
Clean, structured, traceable output — ready for integration or analysis
RUNNING1m ago
HOW IT WORKS

From Documents to Structured Data

A four-stage autonomous pipeline. No manual extraction. No reformatting. No gaps.

01 // INGEST

Load Your Documents

Upload filings, DDQs, fund reports, KYC records, CIMs, and internal records. Agents accept structured and unstructured formats across any volume.

02 // EXTRACT

Extract Structured Data Fields

Agents parse every document and extract the specific data fields your workflows require. No reformatting, no manual reading.

03 // VALIDATE

Validate Every Field

Extracted data is cross-checked against finance-native schemas. Inconsistencies and missing fields are flagged before they reach your team.

04 // STRUCTURE

Deliver Clean, Structured Data

Schema-compliant data delivered via API, CSV, or direct integration. Every field traceable back to its source document.

BY VERTICAL

Built for Financial Professionals

Specialised agent configurations for the document workflows that matter most in financial services.

// WEALTH MANAGERS

Client Data, Structured and Ready

  • › Extract client data from onboarding packs, KYC documents, and portfolio statements
  • › Consolidate holdings and valuations across multiple custodians without manual reformatting
  • › Validate client data fields against schema before they reach CRM and reporting systems
  • › Designed to reduce onboarding processing from days to hours, at any volume
KYC · Onboarding · Multi-Custodian
// HEDGE FUNDS

Filing Data Without the Manual Work

  • › Extract structured data from SEC filings, 10-Ks, 10-Qs, and 8-Ks at scale
  • › Parse counterparty DDQs, fund reports, and research documents for quantitative models
  • › Identify data inconsistencies across filings from the same entity
  • › SEC filings structured and query-ready in minutes, not hours
10-K · 10-Q · Counterparty DDQs
// PRIVATE EQUITY & CREDIT

Diligence Data at Machine Speed

  • › Extract financial and operational data from CIM documents and management accounts
  • › Structure data across target companies for consistent comparison
  • › Ingest portfolio company reports post-acquisition without analyst overhead
  • › Designed to complete an initial diligence data sweep in hours, not days
CIMs · Diligence · Portfolio
// ASSET MANAGERS

Fund Data Extracted and Validated

  • › Process fund fact sheets, KIID documents, and prospectuses at volume
  • › Extract fee structures, performance data, and strategy descriptions into structured fields
  • › Validate extracted data against regulatory templates and internal schemas
  • › Designed to reduce DDQ and prospectus processing from days to hours at portfolio scale
Fact sheets · KIIDs · Prospectuses
GET STARTED

See the Agentic Data Platform on Your Documents

Book a 30-minute call. Bring filings, DDQs, KYC records, fund reports, or CIMs — whatever your team processes today. ZetaRun agents extract and structure the data live. You see schema-validated output before the call ends.

No commitment. Available for wealth managers, hedge funds, private equity, and asset managers.
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