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Emerging Technology Briefing: Understory

Wednesday, April 16, 2025
11:00 AM - 12:00 PM (EDT)

This is a virtual event.

Event Details

The AITEC Emerging Technology Briefing will resume on April 16th as we welcome Understory

Understory automatically extracts and structures data in real time from financial reporting, addressing the manual pain point of spreading data from disparate source PDFs for financial analysis.  With Understory, you can bulk-import PDF financials from any company, whether public or private, and receive a generated Excel file in minutes with every number aggregated into a time series, along with auditable source links. Our data outputs are also made available via API for ingestion into other portfolio monitoring solutions.

Understory’s software is currently used by alternative asset management firms collectively managing $300bn of AUM, investing in both public and private markets across asset classes and geographies. Representative use cases include:

  • Unlock structured data sets from any document type
    • Monthly or Quarterly reporting: financial statements, earnings/lender decks
    • Board decks, including Budget and Forecast detail
    • Deal materials: CIMs, QofE reports, industry & macro research reports
  • Able to ingest any unstructured format
    • Non-standard tables, including variations over time
    • Charts and graphs
  • Data for any company in any asset class
    • Credit: High Yield, Distressed, CLOs, Direct Lending & Private Credit
    • Private Equity: Buyouts, Secondaries, and Growth investing
    • Public Equities: US and International equities, including companies without sell-side coverage
  • Maximum data visibility across the investment life cycle
    • Enhances diligence velocity for new ideas by saving time on new underwrites and enabling more “shots on goal”
    • Enables granular Portfolio Company monitoring in real time
    • Access your firm’s trapped Business Intelligence to facilitate detailed, proprietary benchmarking across disparate files without manual effort

By making fundamental data available immediately without upfront manual work, Understory’s software lowers the “time to analysis” on investment due diligence, unlocking more granular data and significant productivity gains.

Join your fellow AITEC members for this exciting webinar! 

For More Information:

Erin Calderon
ecalderon@aitec.org
929.376.7572

This event is open to AITEC members and their invited peers. If you are interested in attending as a non-member, please reach out to Erin Calderon.