Keeping millions of investment documents organized is our thing.
We remove the burden of filing files so your team can find that one when needed.
You focus on the investment process instead of the filing process
If you are invested across multiple asset classes and are in various stages of the investment process —a shortlisted fund, a co-investment opportunity, a founders class offering— we'll help you keep the ball rolling. You stay focused on your strategy and investments, and we on the documents matter. We'll remember a thousand opportunities pitched to you and keep them out of the way until you need them.
You compound performance instead of lost time
Your document filing is standardized, with machines acting as your librarian, working 24/7 to keep your files organized. Our machines will take care of your robotic work. Your team (and your customers) will thank you. Dashboards of documents are always kept up to date, grouping relevant files for one or a portfolio of investment funds. Easily see what you have and what is missing.
You do smarter work as a team
Whether you're managing a pension, an endowment, a family office, a hedge fund, a private equity firm, or a bank, with our machine intelligence and software interface alongside you, we're here to get behind your purpose. We'll organize and categorize your knowledge by investment, asset class, document type, document group, dates, tags, source and sender, all without creating information silos.
You enable leadership to change perspectives
Our AI will adapt to your new method. Unlike other applications, deciding to change asset class categories or the steps to your investment process is a breeze. Upmonth will reorganize on the fly. With automated labels, the machine can go back in time and re-label files to match your new asset class model and re-organize your files based on your new investment process —all without any manual effort.
Receive best in class support
Looking for help with your digital strategy? We partner with your consultants for better implementation.
You partner with a trusted pro
Take your digital strategy to the next level when you work with us as your partner. Our success managers work with you or your technology consultant to integrate your next-gen strategy. You get access to our technology expertise for leveraging data across your system. We do custom development work to meet your data-gathering needs and link your data to the document source.
You get a hassle-free implementation done right
You get our team’s experience to establish best practices. You provide us with an overview of your process, and we help you set up the application based on your operations and investment team’s input. We can also work with your technology consultants, who have the expertise to help you achieve powerful results. We work with them directly to implement your workflow processes. It's like having a dedicated technology insider on your team.
Before Upmonth, we too were an investment office sharing the same problems!
And we've always done things a little differently. That's why we built Upmonth to give you the tools to go from a hunch to information-backed investment decisions.
You won't face a dispersed and complicated corporate filing system anymore. You get research documents to investment agreements collected over the years neatly organized in one place. So, you find what you are looking for, not just what you remember.
What's more Upmonth self-maintains and keeps organizing your files as it learns more about you. It's everything we wish we had back then to help you do your job today.
Upmonth is voted the best solution for clients' investment offices and is rated for simplicity, efficiency, and purposeful AI in the Document Management System (DMS) software categories.
