For ops teams drowning in PDFs · Aqua Document Intelligence

Where do your doc hours go?

K-1s, capital calls, distribution notices, NAVs, sub docs — every alts position generates a stack of PDFs that someone manually keys in. See where the time goes, what tax season looks like, and what gets automated.

Target

Ops leads, fund admins, and CFOs at fund managers and wealth managers — anyone whose team is hand-keying capital calls, K-1s, and distribution notices into spreadsheets.

Fund Manager Wealth Manager Ops Lead · CFO

Hook

Quantifies the weekly hour-drain on manual doc extraction and shows the tax-season spike that breaks teams every March. Output: a heatmap of pain by month and document type.

Hours/wk Tax-season spike $ saved with DI

Funnel

Drives to Aqua Document Intelligence. The CTA opens a demo where we run their actual sample doc through the extraction pipeline live — same-meeting proof.

Document Intelligence Book demo →

Your doc volume

Quick estimates — refine to see the heatmap shift.

Total alts investors 2,500

# of alts products on platform 25

Statement frequency

Document types you handle 5

K-1s Capital calls Distribution notices NAV statements Sub docs PPM amendments Side letters

Ops team handling docs 4 FTE

Annual hours on manual extraction

8,200 hrs/yr

≈ 3.9 FTE of pure document-handling. Aqua Document Intelligence automates ~80% of this.

Annual cost

$655K

Tax-season spike (Mar–Apr)

3.6×

Avg time per doc

11 min

Hours by month — current state

Steady-state ~ 680 hrs/mo Tax-season peak: 2,400 hrs in March

Hours by document type

Doc type

Annual share

Min/doc

Hrs/yr

Manual today

$655K

Annual cost of doc ops

K-1 keying15-25 MIN
Capital call entry5-10 MIN
NAV reconciliation3-5 MIN
Tax season scramble3-4× LOAD

With Document Intelligence

$148K

Annual cost (incl. platform fee)

Auto-extract → structuredSECONDS
Human-in-the-loop reviewON-EXCEPTION
Auto-NAV updateREAL-TIME
Tax season smoothed1.4× LOAD

Run our doc through DI →

Indicative · Based on industry benchmarks