Document Intelligence for Development Finance

We turn unstructured investment documents into structured, audit-ready data for DFIs and impact funds — aligned to IRIS+, HIPSO, and LP reporting requirements.

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What goes in

French regulatory scan — degraded

Technical building code — mixed format

What comes out

$4.2B

Total guarantees issued

87%

Projects meeting targets

2.1M

Lives impacted

Countries covered

Built for the worst documents

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Degraded Scans

Faded faxes, low-res photocopies, water-damaged records from decades of institutional archiving

📂

Inconsistent Formats

Templates that changed every 5 years, merged institutions, mixed PDF standards across eras

🌐

Multi-language Docs

Mixed-language project documents spanning 30+ countries, scripts, and regional reporting conventions

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Heterogeneous Portfolios

Every portfolio company reports differently — different metrics, formats, naming conventions, and data quality

Your hardest documents are our speciality

Generic OCR and off-the-shelf AI tools fail on the documents that matter most — scanned project appraisals from the 1990s, faxed compliance reports, multilingual evaluation documents with inconsistent formatting, and portfolio reports where every company uses a different template.

Our multi-agent system uses specialized vision models, context-aware extraction, and confidence scoring to handle documents that other tools simply cannot process — including poor-quality scans and handwritten annotations. Every output is audit-ready with full provenance tracking.

Solutions

What we automate

The same document intelligence systems we built inside the World Bank and ADB — now available to your institution.

📊

Portfolio Monitoring & LP Reporting

Automate data extraction from portfolio company reports, annual monitoring surveys, and ESG assessments. Aggregate across fund-level metrics aligned to your LP-specific templates.

FIIRM IRIS+ HIPSO iLevel

🔍

Due Diligence Document Processing

Extract structured data from project appraisals, investment memos, compliance documents, and historical records. Reduce weeks of manual review to hours.

IFC Performance Standards SASB

📋

Evaluation & M&E

Process completion reports, results frameworks, and evaluation documents at scale. Built for the heterogeneous formats that span decades of institutional reporting.

OPIM Results Frameworks

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Cross-Portfolio Impact Analysis

Synthesize impact data across portfolio companies, geographies, and sectors. Turn fragmented reporting into decision-grade insights for investment committees.

SDG Alignment Impact Reporting

Proven Results

Built inside the institutions, proven on real documents

Systems designed and validated at the World Bank Group and Asian Development Bank.

241

WBG guarantee documents processed with AI methodology that outperformed human reviewers in accuracy

World Bank IEG Evaluation

700+

Heterogeneous project PDFs analyzed through hierarchical RAG system for M&E evaluation

Asian Development Bank

10,000+

MDB project documents across IDB, AfDB, ADB, and WBG portfolios processed through automated pipeline

World Bank Group — IEG

90%

Reduction in manual analysis time while maintaining audit-level accuracy across all document types

Production deployment

Process

How we work with you

We start small, prove value fast, and scale from there.

STEP 01

Understand Your Workflow

We map your document types, reporting requirements, and current pain points. Every engagement is tailored to your institutional needs.

STEP 02

Pilot on Real Documents

We run a paid proof of concept on a sample of your actual documents. You see results within weeks, not months. Typical pilot: 50–100 documents.

STEP 03

Validate & Refine

Your team reviews outputs against manual benchmarks. We iterate on accuracy, formatting, and integration with your existing systems.

STEP 04

Scale Across Portfolio

Deploy across your full document pipeline. Annual monitoring, LP reporting, due diligence — the system handles extraction so your team focuses on analysis.

Security

Enterprise-grade data protection

We understand the sensitivity of institutional and investment documents.

🔒

WBG Security Standards

Built to comply with World Bank Group information security requirements for contractors (AMS 6.20)

🛡️

ISO 27001 Aligned

Information security management aligned to ISO/IEC 27001 and NIST Cybersecurity Framework

🗑️

Zero Retention

All institutional documents purged after processing. No data stored beyond engagement scope.

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Full Audit Trail

Comprehensive logging of every extraction step. Audit-ready for OPIM verification and LP due diligence.