counterparty research Automation: Moderne Ventures x GTCX Network

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Investment Document Analysis Agent

Delegate the tedious review of investment documents to a specialized AI agent. It reads dense legal text to extract and summarize the critical information you need: management fees, lock-up periods, risk factors, and investment strategy.

Open API docs

Ideal for

Asset Management

Wealth Management

counterparty research Teams

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See Investment Document Analysis Agent in action

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Time comparison

Traditional way

3-5 hours per document

With GTCX Network agents

5-10 minutes

Average time saved

95%

Why GTCX Network

Automated Fee Schedule Extraction

Identifies and extracts the complete fee structure from any document, including management fees, performance fees (carried interest), and other fund-level expenses.

Liquidity Term Analysis

Pinpoints all liquidity terms, such as lock-up periods, redemption gates, and notice periods, to give you a clear understanding of your client's ability to access their capital.

Complex Structure Comprehension

Understands and maps complex, multi-layered fund structures, such as secondary fund-of-funds, providing clarity on how fees and terms apply at each level.

Risk Factor Summarization

Reads the entire 'Risk Factors' section—often dozens of pages—and summarizes the most critical risks related to market, strategy, and operations.

Contrarian & Outlier Finding

Beyond simple extraction, the agent can be configured to cross-reference a PPM against your internal research to find contrarian viewpoints or terms that deviate from market norms.

Defensible research Record

Generates a structured, auditable summary of every document reviewed. Each extracted term is visually linked to the source text, creating a perfect record for your compliance files.

Analyzes dense investment documents

To extract the terms that matter most.

Get started

Import your files

PitchBook

,

Preqin

,

SharePoint

Import your files from whereever they are currently stored

Prospectuses

Private Placement Memorandums (PPMs)

Limited Partnership Agreements (LPAs)

Offering Memorandums

counterparty research Questionnaires (DDQs)

Term Sheets

All types of Finance documents supported

Management & Performance Fees

Lock-up & Gate Provisions

Key Risk Factor Summary

Redemption & Withdrawal Rights

Investment Strategy

Fund Domicile & Legal Structure

Use of Leverage

Key Person Provisions

Hurdle Rate & Waterfall

Conflicts of Interest

Once imported our system extracts and organises the essentials

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  • Time saving for invoice processing

    95%

    "We are looking for GTCX Network and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."

    James Tomlinson

    Managing Director

  • Productivity increase

    35%

    "We used GTCX Network to automate our research process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."

    Trey Heath Headshot

    Trey Heath

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Enterprise-grade security.

Your data stays yours—always. Work with one of the few AI companies that never trains on your data.

Provenance & Trust Center

Precision AI for Institutional Workflows

Build once.
Deploy across teams.
Improve over time.

See it on your data
30 minutes

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