// USE CASES

Built for Financial Services.
Configured for Your Documents.

ZetaRun deploys purpose-built agent networks across four financial verticals. Each one configured to the document types, data structures, and processing workflows of that specific buyer.

01
Wealth Managers

Client Data, Processed Without the Manual Work

Wealth managers handle enormous volumes of client documents: onboarding packs, portfolio statements, regulatory filings, and KYC records. Today that data is extracted manually. ZetaRun agents do it automatically, accurately, and at scale.

doc-ingester
Ingests client onboarding packs, KYC documents, portfolio statements, and regulatory filings from connected sources automatically.
filing-parser
Parses regulatory filings, KYC documents, and onboarding packs to extract specific data fields required by compliance and CRM workflows.
schema-validator
Validates extracted client data against finance-native schemas, flagging inconsistencies and missing fields before they reach downstream systems.
data-structurer
Structures validated client data into clean, consistent formats ready for CRM, compliance, and portfolio management systems.
// OUTCOMES
  • Onboarding document processing reduced from days to hours
  • Client data structured and ready for systems without manual re-entry
  • KYC and regulatory data validated automatically at intake
  • Analyst time redirected from data entry to client work
02
Hedge Funds

Structured Data From Every Filing, Automatically

Hedge funds depend on clean, structured data from SEC filings, research documents, and counterparty DDQs. Manual extraction is slow, inconsistent, and does not scale. ZetaRun agents process every document automatically, delivering structured data your models can use from the moment it arrives.

doc-ingester
Ingests SEC filings, 10-K and 10-Q disclosures, research documents, and counterparty DDQs as they arrive.
filing-parser
Parses SEC filings, 10-Ks, 10-Qs, and DDQs to extract specific structured data fields required for quantitative models and research workflows.
schema-validator
Validates extracted data against finance-native schemas built for regulatory filings, catching anomalies and structural errors that generic tools miss.
data-structurer
Structures validated filing and research data into clean, query-ready formats for quantitative models and downstream workflows.
// OUTCOMES
  • SEC filings structured and query-ready within minutes of submission
  • Research documents processed at scale without manual analyst processing
  • DDQ data extracted and validated automatically for counterparty workflows
  • Clean, structured data delivered directly to quantitative models
03
Private Equity & Credit

Diligence Documents Processed at Machine Speed

PE due diligence requires extracting and structuring data from dozens of documents across multiple jurisdictions under time pressure. Credit teams face the same challenge with loan documents and borrower records. ZetaRun agents handle the extraction so your team handles the decisions.

doc-ingester
Ingests target company filings, CIMs, management accounts, legal records, and loan documents from connected sources automatically.
filing-parser
Parses CIMs, management accounts, and legal documents to extract financial and operational data fields required for investment committee review.
schema-validator
Validates extracted diligence data against finance-native schemas, flagging gaps, inconsistencies, and anomalies across document sets.
data-structurer
Structures validated diligence and credit data into clean formats ready for investment committee review and downstream systems.
// OUTCOMES
  • Initial document sweep across target company materials completed in hours, not days
  • Management and corporate history extracted systematically across document sets
  • Loan and credit documents structured automatically for covenant tracking
  • Diligence data delivered clean and consistent without manual re-processing
04
Asset Managers

Fund Documents Structured Automatically, Across Every Portfolio

Asset managers process hundreds of fund reports, prospectuses, and DDQs across their portfolio. Manual extraction does not scale and errors compound across compliance workflows. ZetaRun agents extract, validate, and structure every document automatically.

doc-ingester
Ingests fund reports, prospectuses, DDQs, and regulatory filings across the full portfolio as they arrive.
filing-parser
Parses fund reports, prospectuses, and DDQs to extract specific data fields required for MiFID, UCITS, and internal compliance reporting workflows.
schema-validator
Validates extracted fund data against finance-native schemas, catching errors and structural anomalies before they reach compliance and reporting systems.
data-structurer
Structures validated fund data into clean, consistent formats ready for regulatory reporting and portfolio management workflows.
// OUTCOMES
  • Fund report and prospectus data structured automatically at portfolio scale
  • DDQ processing time reduced from days to hours
  • Regulatory filing data validated and structured for compliance workflows
  • Analyst time redirected from document processing to portfolio analysis
// GET STARTED

Which Workflow Fits Your Team?

Book a 30-minute call. Bring a sample document set and we will run agents against it live — you will see structured output from your own documents before the call ends.

Book a Demo →
 v0.0.3