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Eliminate manual queries and spreadsheet wrangling

Save time on repetitive export tasks

Access any system's data through one interface

Our AI assistant securely connects to your existing systems, becomes familiar with your query style, interprets your requests, and delivers exactly the data you need without ever exposing sensitive information.

Data Concierge SideKar

Ready to Unlock Your Data?

Eliminate manual extracts and system-hopping from your daily routine. Let our Data Concierge handle it all.

Supported Platforms

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How it Works

Don't see your tools listed? Reach out to us here and let us know! We are always looking to add support for new platforms.

Show me all capital calls in Q1 2025 for Acme

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SideKar Assistant

I found an option matching "Acme". Is this the correct one?

Acme Capital Partners L.P.

Type: Fund

Yes

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Should I remember "Acme" as a shortcut for "Acme Capital Partners L.P."

Yes, remember it

SideKar Assistant

No, thanks

Yes

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SideKar Assistant

Found 2 documents of type: Capital Call notice from 2025-01-01 to 2025-03-31. Fund: Acme Capital Partners L.P.

Download .csv

Investment

Entity

Due Date

Capital Call Amount

Acme Capital Partners L.P.

Standard Holdings LLC

2025-01-17

$300,000

Acme Capital Partners L.P.

John Smith Trust

2025-03-15

$125,000

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2.2s

Rate this response:

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2 documents

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Rate

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Confidence: 100%

3

Visualize and download in seconds

SideKar presents your data visually and accompanied by a ready-to-use CSV file in seconds.

1

Ask for your data

Ask questions about your documents and data across your systems in plain English. Try questions such as...

Are there any upcoming capital calls?

What statements are we missing for 12/31/24?

Show me the most recent valuation for Acme Capital

2

SideKar verifies and remembers

SideKar locates potential matches and, if uncertain, asks clarifying questions to ensure accuracy, remembering abbreviations or short hand for next time.

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