How Quinovate Streamlined Investment Workflows for a Leading Not-for-Profit
About the Client
Prodigy is a specialized asset management firm that works with large not-for-profit organizations and private equity clients. Their offerings include day-to-day investment oversight, outsourced CIO services, and customized investment strategies tailored to mission-driven goals. With deep experience in managing complex portfolios, Prodigy acts as an extension of internal investment teams, helping clients navigate evolving markets with clarity and confidence.
Business Challenges
- High time spent on manually checking portals and inboxes for new fund documents
- No built-in tracking of previously downloaded documents per fund or investor
- Key value fields needed to be copied manually into downstream systems
- Strict file naming conventions required manual renaming before uploads
- Repetitive workflows for each document type created operational inefficiencies
- Lack of automation increased the risk of errors and delayed processes
How Quinovate Helped Them:
Fully Automated Intake
Documents from fund manager portals and inboxes are now pulled in automatically. Manual uploads remain available through the admin console when needed.
AI-Powered Data Extraction
Trained models process Estimates, Capital Calls, Statements, and Distribution Lists with high accuracy. New document types can be added as business needs grow.
Validation Loop That Improves the Model
Analysts can review and approve extracted data, training the system to get smarter with each correction.
Integrated Workflow Delivery
Approved data flows directly into downstream platforms like ERPs and CRMs through configured APIs, running on a regular schedule with zero manual syncs.
Operational Visibility and Control
Admins use a dedicated dashboard to track progress, review flagged records, and trigger manual uploads or reprocessing as needed.
Outcomes
- Saved hours of analyst time each week by eliminating manual checks and uploads
- Reduced error rates through a combination of automation and human validation
- Enabled faster reporting cycles and cleaner audit trails across investment operations
- Improved visibility for both analysts and leadership through real-time process tracking
- Created a scalable foundation for handling new fund types and document formats as the business grows
Quinovate has taken a high-effort, high-risk process and made it nearly invisible to our team.
