Major University Endowment

The Challenge

The investment team was "drowning in administrative tasks," spending the majority of their time on manual document management rather than investment strategy. With commitments to over 100 different funds, data was scattered across disparate GP portals, making it nearly impossible to maintain a real-time view of total liquidity and asset allocation.

The Solution

The endowment deployed Mantle’s automated extraction engine to centralize all fund communications and data flows into a single source of truth.

• Centralized Repository: Aggregated 100+ fund commitments into one platform, allowing the team to have "everything in one place".

• Dual-System Integration: Implemented custom export templates to feed verified performance and holding data directly into Burgiss and Caissa.

• Enhanced Look-Through: Automated extraction of Schedule of Investments (SOI) data from financial reports to reveal underlying portfolio company exposures.

• Team Collaboration: Replaced individual team member portal credentials with unified platform access, ensuring all staff worked from the same validated dataset.

Measurable Results

• Strategic Capacity Unlocked: By automating the ingestion of capital calls and quarterly valuations, the team shifted its focus from "chasing documents" to high-value liquidity management and strategic allocation.

• Audit-Ready Infrastructure: Achieved a streamlined, audit-ready data environment where every metric is traceable back to its original source GP document.

• Operational Transformation: Users reported that tasks that previously took 90 minutes each day were reduced to just 9 seconds within the Mantle environment.