Information
extraction from investment documents
From investment & asset-management documents, extract the information you need, with its basis.
Multi-page, heavy documents arrive from investees, funds, management companies, advisors, and counterparties — contracts, investment materials, fund reports, cash-flow notices, side letters, financial statements, and management reports. AskDona extracts the items you need to manage and lists summaries, source passages, references, and items to confirm. Because large sums are at stake, it keeps reading, translating, searching, and transcribing out of one person's memory — and organizes everything so the basis can be confirmed.
The information you need for investment and asset management doesn't always arrive in a readable form.
In asset management and investment operations, you confirm contract terms, investment terms, cash flows, distributions, fees, notice deadlines, restrictions, and reporting obligations from documents you receive from third parties.
But the documents that actually arrive aren't organized to fit your internal management format. Information is spread across multiple files — contracts, investment memoranda, fund reports, side letters, notices, financial statements, and reports from management companies.
Someone reads heavy documents full of English and technical terms, searches for the information, understands it in Japanese, and transcribes it into the management sheet or report. The more amounts, dates, conditions, and exception clauses are involved, the heavier the load — and when documents run to tens or hundreds of pages, it takes far more time and focus.
Batch Assessment
Take assessments into an era
you run together with an AI agent.
Documents once read one at a time, by hand —
now extracted all at once by an AI agent, grounded in the evidence.
From reading documents to reviewing the important items.
Until now, people read each document that arrived, searched for the relevant parts, translated them, and transcribed them into a management sheet. But in asset management and investing, what truly matters isn't reading the document itself.
What matters is: which conditions affect investment management, which amounts and dates to manage, which clauses have exceptions, what information is missing, and where a person should make the final check.
Batch Assessment matches the documents you receive against pre-defined management items and organizes the needed information with its basis. Instead of reading everything from scratch, the assignee reviews the AI's first-pass extraction and focuses on key points and exception conditions.
Not just the information — also where it was extracted from.
Frequently asked questions
Contracts, investment materials, fund reports, cash-flow notices, side letters, financial statements, reports from management companies, and other third-party formats. It matches them against pre-defined extraction items, and an AI agent performs a first-pass extraction.
Yes. It extracts the needed information from English and specialized documents and organizes it with a manageable Japanese summary, presenting the source passage and reference for each item.
For each item, alongside the extracted value it presents the source passage — document name, page, clause — and the reasoning, kept in a form you can trace back to the original.
No. In investment and asset management, the final decision isn't left to AI. The AI presents extracted values, summaries, basis, and items to confirm; the assignee finalizes after reviewing amounts, dates, conditions, and exception clauses.
Items with no matching description are flagged as missing information, so the assignee can focus on confirming with the counterparty or requesting additional materials.