Allvue unveils enhanced AI tools to streamline private investment
Allvue Systems has introduced an expanded suite of artificial intelligence and data solutions designed to automate workflows, extract actionable insights, and unify data across the private investment lifecycle.
The latest updates include the launch of Andi AI Document Extraction, enhancements to the portfolio optimisation tools through integration with Loan Hunter, and recent changes to Allvue's executive leadership team. These initiatives aim to increase transparency, efficiency, and connectivity in private capital markets.
Platform expansion
Allvue's new Andi AI Document Extraction feature, powered by Claira, transforms unstructured data into actionable information within investment management processes. According to Allvue, this tool automates the traditionally manual document review process and is designed to make operations more scalable.
"The growth of private markets demands a new approach built on data and intelligence," said Marc Scheipe, CEO of Allvue Systems. "With our earlier launches of the Nexius Data Platform, Nexius Intelligence, and the Andi AI Agentic Platform along with our recent announcements, we are giving fund managers the clarity and confidence to act faster and perform better. These innovations position Allvue to deliver transparency, efficiency, and connectivity to private markets."
The system leverages established document-extraction technology, initially focusing on financials, with Claira as the leading provider. Integration with existing workflows is provided through pre-built, tested solutions, while natural language processing (NLP) capabilities interpret and summarise complex documents, improving insight and reducing manual processing.
"We're pleased to integrate Claira's top-of-the-market AI capabilities into Allvue's unified platform powering private market efficiency and deal velocity," says Claira Co-Founder and CEO Eric Chang.
The Andi Document Extraction is being developed to encompass a wider library of complex document types across private markets. Allvue has highlighted its end-to-end managed services that allow clients to ingest, extract, and validate document data, aiming to accelerate time-to-insight while reducing the manual workload for investment teams.
Portfolio optimisation
Allvue is also rolling out product integration with Loan Hunter. The Allvue Portfolio Optimiser now incorporates Loan Hunter's AI-driven optimisation capabilities, enabling credit managers and collateralised loan obligation (CLO) managers to make faster portfolio decisions, automate trade modelling, and assess compliance in real time.
"As AI increases the velocity of credit research, analysis, and trading, portfolio managers will need to shift from defence to offence by leveraging AI portfolio optimisation to assist in generating alpha while ensuring compliance," says Joe Squeri, Founder of Loan Hunter.
The Portfolio Optimiser consolidates portfolio, market, and compliance data, supporting the simulation of potential trades and the evaluation of their effects on both compliance and portfolio metrics. This creates a single, real-time view that incorporates firm-specific research, with automated monitoring ensuring trades remain in line with regulatory and investment guidelines.
Allvue's optimisation features are fully embedded in front-office platforms designed to streamline routine decision-making for fund managers and credit teams. Automated analytics and compliance functions aim to minimise risk and enhance workflow integration.
Investor onboarding
In addition to these updates, Allvue's integration with Passthrough facilitates investor onboarding and financial crime compliance. This integration links Allvue's Fundraising and Investor Portal offerings with Passthrough's technology, aiming to simplify onboarding and management processes for asset managers.
Leadership changes
To support the expansion of its AI-powered services, Allvue has announced the appointment of several new members to its senior management team. This includes Mike Dionne as Chief Commercial Officer and Dmitri Sedov as Chief Data and Analytics Officer, both previously with London Stock Exchange Group, and Mack Santora as Head of Artificial Intelligence. The company stated these appointments were made to reinforce its capabilities in data infrastructure, analytics, and commercial execution.
"Allvue's Category Leader rating in Chartis' quadrant reflects its industry-leading solution for the alternative credit market, combined with robust data management capabilities, real-time dashboards, interactive reporting and workflow automation," said Anish Shah, Research Director at Chartis.
These leadership additions are intended to accelerate the deployment of Allvue's AI-first technology across private capital markets.
Allvue's latest suite of integrations and services supports asset managers, private equity and debt managers, fund administrators, and banks in their investment operations and compliance responsibilities. The company operates across North America, Europe, and India and manages over USD $8.5 trillion in assets with more than 21,000 funds and 500 clients on its platform.
