Documents to data, automatically.
Eliminate manual entry with an AI engine that collects, classifies, and extracts your entire portfolio data in real-time.
AI
Hands-free data collection
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Collect
Mantle automatically pulls capital calls, K-1s, investor reports, and more into a single, organized system.
Classify
Each document is read and classified by document type.
Extract
Key information is extracted and presented in clean, structured reports.
A second set of eyes
Mantle flags when figures don’t line up, calling attention to potential errors before they become problems.
Call Amount
Call Amount
Call Amount
$
25,000.00
$
25,000.00
$
25,000.00
Investment
Investment
Investment
22,733.60
22,733.60
22,733.60
Partnership expenses
Partnership expenses
Expenses
487.49
487.49
487.49
Management fees
Management fees
Management fees
1,778.91
1,778.91
1,778.91
Deemed GP Contributions
Deemed GP Contributions
Deemed GP Contributions
0.00
0.00
0.00
Other
Other
Other
0.00
0.00
0.00
Fees outside commitment
Fees outside commitment
Fees outside commitment
$
150.00
$
150.00
$
150.00
Gross Capital Call
Gross Capital Call
Gross Capital Call
$
25,050.00
$
25,050.00
$
25,050.00
Expected Value
25,150.00
Calculation formula
Call amount
+
Fees
See the source
Mantle visually connects each number to its source in the document—no guesswork required.
Capital Call
Capital amount
$25,140.00
Due
May 12, 2025
Summary
Your amount ($USD)
Investments
22,733.60
Management fee
487.49
Fund expense
1,778.91
Plus: Fee waiver applied*
150.00
Here's what clients are saying
"Mantle has been an invaluable tool. Its intuitive interface, robust data capabilities, and seamless reporting features make tracking fund performance and allocations incredibly efficient. The platform simplifies complex workflows, allowing me to focus on strategic decision-making rather than getting lost in spreadsheets. Highly recommend for anyone managing multiple fund investments!"
Marianne Dubois
Manager, Inovia
"Mantle has been an invaluable tool. Its intuitive interface, robust data capabilities, and seamless reporting features make tracking fund performance and allocations incredibly efficient. The platform simplifies complex workflows, allowing me to focus on strategic decision-making rather than getting lost in spreadsheets. Highly recommend for anyone managing multiple fund investments!"
Marianne Dubois
Manager, Inovia
"Mantle has been an invaluable tool. Its intuitive interface, robust data capabilities, and seamless reporting features make tracking fund performance and allocations incredibly efficient. The platform simplifies complex workflows, allowing me to focus on strategic decision-making rather than getting lost in spreadsheets. Highly recommend for anyone managing multiple fund investments!"
Marianne Dubois
Manager, Inovia
"What used to take me 90 minutes each day now takes 9 seconds with Mantle."
Portfolio Manager
West Virginia Investment Management Board
"What used to take me 90 minutes each day now takes 9 seconds with Mantle."
Portfolio Manager
West Virginia Investment Management Board
"What used to take me 90 minutes each day now takes 9 seconds with Mantle."
Portfolio Manager
West Virginia Investment Management Board
"I've found Mantle to be invaluable in quickly getting the data I need for reporting. It really has been a tremendous time and frustration saver!"
Michal Miller
Director of Portfolio Operations and Reporting, Ocean Road Advisors
"I've found Mantle to be invaluable in quickly getting the data I need for reporting. It really has been a tremendous time and frustration saver!"
Michal Miller
Director of Portfolio Operations and Reporting, Ocean Road Advisors
"I've found Mantle to be invaluable in quickly getting the data I need for reporting. It really has been a tremendous time and frustration saver!"
Michal Miller
Director of Portfolio Operations and Reporting, Ocean Road Advisors
"The shift to AI is happening faster than many in the private wealth world expected. Our clients are realizing that intelligent automation is not just about efficiency, it's about accuracy, transparency, and the ability to make data-driven decisions in real-time and at scale. Partnering with Mantle allows us to deliver that intelligence across the entire technology stack."
Tania Neild
Co-founder & CEO, InfoGrate
"The shift to AI is happening faster than many in the private wealth world expected. Our clients are realizing that intelligent automation is not just about efficiency, it's about accuracy, transparency, and the ability to make data-driven decisions in real-time and at scale. Partnering with Mantle allows us to deliver that intelligence across the entire technology stack."
Tania Neild
Co-founder & CEO, InfoGrate
"The shift to AI is happening faster than many in the private wealth world expected. Our clients are realizing that intelligent automation is not just about efficiency, it's about accuracy, transparency, and the ability to make data-driven decisions in real-time and at scale. Partnering with Mantle allows us to deliver that intelligence across the entire technology stack."
Tania Neild
Co-founder & CEO, InfoGrate
Efficiency is the new Alpha.
Real-time intelligence for the modern investment office.
Efficiency is the new Alpha.
Real-time intelligence for the modern investment office.
Efficiency is the new Alpha.
Real-time intelligence for the modern investment office.
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Google Cloud Partner