Say
Hello
to a simpler organization
Built for the investment office of asset owners.
A solution that orchestrates document filing and maintains corporate memory without you. It is an intelligent system that evolves and grows with your firm.
Imagine
a process that moves your business forward
- With no action on your part, Upmonth automatically uploads your email and its 3 attachments to the company document library.
- Automatically tags them as BLKR Energy Fund IV, labels one as a presentation, the others as a factsheet and DDQ, with an effective date of 07/31/2021.
- The document is auto-flagged as unread, contributed by Jane Doe, and placed with a preview image on your CIOs dashboard for his review.
- Using the email content, machines auto-classify your files as Private Markets / Global / Energy.
- Allocation tables are extracted from pdfs and added to your dataset.
- The obscure file name is converted to a standardized naming convention.
- The text sentiment is analyzed as being positive.
- Oh, and all this in a few seconds.
Past systems.
Burden you and waste hours of your
valuable time.
Riddled with problems that waste hours of valuable time - adding to days and weeks of waste for your firm. Managing hundreds of investments and capturing information regarding research, diligence, and executing investments, document management quickly becomes overwhelming.
Past systems. Burden you and waste hours of your valuable time.
Riddled with problems that waste hours of valuable time - adding to days and weeks of waste for your firm. Managing hundreds of investments and capturing information regarding research, diligence, and executing investments, document management quickly becomes overwhelming.
Riddled with problems that waste hours of valuable time - adding to days and weeks of waste for your firm. Managing hundreds of investments and capturing information regarding research, diligence, and executing investments, document management quickly becomes overwhelming.
Infinite folders
An investment office creates an average of +3000 folders and 21,000 unnecessary duplicated files to find their documents.
Inbox full
30,000+ is the average number of emails a team member receives in one year. That's close to 100K attachments that have to get filed.
Lost Productivity $27K per year
To maintain company knowledge, the investment office wastes 14% (4000 hours) of time filing, tagging, and naming files in nested folders each year.
Fragmentation of document management sources & libraries
Important and valuable documents, information and data spread across multiple repositories including individual email accounts, individual computers, folders, hierarchy-driven shared drives, and even paper filing cabinets.
Difficult discoverability
When information is shared across a wide range of repositories, searching and filtering is never a simple process and often requires remembering complex paths within folder structures.
Lack of document curation
Most organizations have thousands to millions of archived documents that are no longer valuable, having been stored inconsistently over years or decades. Due to space and time constraints, team members often find it difficult to determine what to upload and share, and therefore opt not to store or share at all.
Unsecure administration & access
It can be quite difficult to assign permissions and determine proper access levels across organizations within the current internal server-based set of solutions managed by your IT team. A VPN connection is not a solution.
Inefficient file-sharing
When sharing information across the organization, compressing enormous files and emailing them around is not the best use of time or server storage space.
Feeling stuck
Implementing document management systems can be complex, leaving many organizations “stuck” with their current solution, even if it lacks the robust functionality and effectiveness the organization desires.
The future is here.
Focus on higher-value work while machines automatically organize
files for you.
Simply brilliant.
Try Upmonth Now
Single repository
documents & emails in one place
Easy to Find
Don’t lose the context of your file; who sent it and what they said about it in their email is at your fingertips.
Rapid Decision-Making
Make better decisions faster by quickly navigating information across team members, investments, funds, and more.
Comprehensive Compliance
Stay compliant with robust and transparent audit trails of when and by whom documents are received, accessed, edited, and more.
Flexible Metadata
Context is key - associate and maintain a variety of metadata across multiple categories instead of digging through a maze of inflexible file folder hierarchies.
Seamless
document upload & delivery
Never before has it been so easy to make sure all important company documents are automatically filed in a single master shared library. Upload from desktop, cloud drives, emails, or bulk upload from shared drives and document portals.
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Upload your corporate memory.
Easy-to-use desktop app for bulk document upload with Automated AI-Driven metadata tagging and organization.
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Deliver files at the right time.
Direct incoming emails and documents. Define company-wide rules for tagging and filing important documents from all sources.
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Ad-hoc uploads
Simple one-off drag-and-drop to custom dropzones, upload of individual documents via the Upmonth web application.
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Deliver files to the right people.
Automated filing of all incoming and internal emails to company-wide and individual accounts that meet certain keywords and parameters.
Fast & simple
Document loading, discovery and
management
Upmonth is a comprehensive system allowing for ironclad document management - you can stop hoarding files due to a lack of trust in your internal filing system.
Secure & efficient
file-sharing
Easily manage access to documents, allowing for proper sharing of information inside and outside your organization
Simple & free technology migration
We get it - you feel stuck with your legacy technology and fear the difficulty of making a change. Migrating your current company-wide documents to Upmonth is absolutely seamless, hassle-free, and comes at no cost to your company.
Roadmap
We create a roadmap for your document workflow using our past experience of onboarding complex multi-asset teams.
Identify
We identify all existing document repositories where you store your files and migrate them to your centrally located AI-driven, cloud-based and secure Upmonth library.
Tag
We work with you to define your initial category tags/labels and map your old folder structure to a modern and virtual tagging system.
Migrate
We, along with your trusted Consultant, evaluate and ensure quality control with logs and analytics so no file is left behind. We copy all your files in less than a week no matter how many.
Implement
We partner with you (and your consultant) to orchestrate and implement best-in-class document workflows. We establish weekly calls across your organization to deliver custom solutions for each team separately.
Flexible Visual Management
Stay organized with automated Dashboards that meet your daily workflow. No sifting through endless folders.
